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How to Customize Your Home Page Dashboard

In this guide, you'll learn how to reorder, remove, and restore widgets on your Pabau Home page to build a dashboard that fits how you work.

The Home page is made up of modular widgets covering different parts of your day, such as your schedule, tasks, and key metrics. The Customize feature lets you control which widgets appear and the order they display in, so your dashboard shows the information most relevant to your role.

Step 1: Access Your Home Page

Navigate to your Home page by clicking the Home icon at the top of the left sidebar menu. This is the default page shown after logging in, so you may already be there.

access-home-page

NOTE: The Home page is the default landing page on new Pabau accounts. Different teams and staff members can have a different landing page configured via the Team page. To learn how to set this up, read this article.

Step 2: Enter Edit Mode

Click "Customize" in the top right corner of the page.

CUSTOMIZE-BUTTON-HOME-PAGE

This puts the Home page into edit mode: the button is replaced with "Edit dashboard", and the instruction "Drag widgets to reorder · click the × to remove" appears at the top of the screen.

In edit mode, each widget is outlined and given a label (for example, GREETING, RECENT ACTIVITY, KPI DASHBOARD), along with a drag handle and a × button.

EDIT-DASHBOARD

Step 3: Reorder Widgets

To change the order of your widgets, click and hold a widget's drag handle, then drag it up or down to a new position on the dashboard. Release it to drop it in place. The other widgets shift to make room, so you can arrange them in whatever order suits how you work.

reorder-widget

TIP: You can reorder without a mouse. Tab to a drag handle, press Space to pick the widget up, move it with the up and down arrow keys, then press Space again to drop it.

Step 4: Remove Widgets

To take a widget off your dashboard, click the × button next to its label. The widget is removed from view and added to the Hidden Widgets list, where it can be restored at any time. Removing a widget does not delete any data - it only hides the widget from your dashboard.

REMOVE-widget-home-page

Step 5: Restore Widgets

Once you have removed at least one widget, an "Add widget" button appears at the top of the screen, with a badge showing how many widgets are hidden. Click it to open the Hidden Widgets list, which displays each removed widget's name and a short description.

Click an entry to restore that widget to the dashboard. When nothing is hidden, the list shows "All widgets are showing on your dashboard."

add-widget-home-page

NOTE: You will only ever see widgets you have access to. KPI dashboard and Quarterly Review are available to admins and owners only; Today’s schedule requires the Can access calendar page permission and My Tasks requires Can access activities page. Widgets you are not entitled to see never appear on the page or in the Hidden Widgets list.

Step 6: Save Your Layout

When you are finished, click "Done" in the top right corner to exit edit mode and save your layout.

done-edit-home-page

IMPORTANT: Your layout is saved when you click "Done" — not as you drag. If you reorder or remove widgets and then navigate away or close the tab while still in edit mode, those changes are discarded and your previous layout returns.

NOTE: Layout changes made in Customize apply only to your own view of the Home page, not to other staff members’ dashboards. Your arrangement is saved to your Pabau user account, so signing in on another computer or tablet gives you the same layout.

Your dashboard is now tailored to your role, and you can revisit Customize whenever you want to make further changes.

NOTE: When a new widget is released it is added to the end of your existing layout rather than resetting your arrangement — enter Customize and drag it wherever you want it.


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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.