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Your home dashboard

Home is the first screen you land on. It opens with what needs attention right now — things like unread messages, overdue balances, unconfirmed appointments for tomorrow, patients due for recall, and setup steps — each dismissible once handled. Below that you get today's schedule with open slots you can book into, tomorrow's confirmation counts, your latest unread messages, and a quick summary of calls your AI handled. It's designed so you can glance once and know exactly what to do next.

Updated August 5, 20261 min read

Home is where you land when you open FrontDesk — a single glance that tells you what needs doing today. Find it at the top of the left navigation.

Needs attention

The top card is a short, prioritized list of things that need a person right now. Depending on your account, it can surface:

  • Unread messages waiting for a reply
  • Overdue balances to collect
  • Unconfirmed appointments for tomorrow
  • Patients due for recall
  • Setup steps that aren't finished (like verifying your sending email)
  • Trial reminders and new support replies

Handle an item, then click Dismiss to clear it. Dismissing only tidies your list — it never deletes the underlying message, balance, or appointment. Most items come back the next day if still relevant; a finished setup step stays cleared.

Today's schedule

A time-ordered view of your day:

  • Booked slots show the patient, service, provider, duration, and confirmation status.
  • Open slots are clickable — book straight into one, or open the full Calendar.
  • If today is empty, you'll get quick actions to fill from the waitlist or book an appointment.
  • A footer shows your next appointment after today.

The right column

  • Tomorrow's confirmations — confirmed / pending / total at a glance, with a link to manage them.
  • Messages — your most recent unread conversations, linking into the Inbox.
  • Calls — how many calls the AI handled today and yesterday, linking to your call reports and logs.

Good to know

  • It's a launchpad, not a separate system. Every card links to the full page where you take action.
  • It personalizes to your plan and setup. You'll only see cards that apply to you — for example, the email-setup nudge disappears once your sender is verified.

Frequently asked questions

What is the "Needs attention" section?
A short, prioritized list of things that need a human today — unread messages, overdue balances, appointments still unconfirmed for tomorrow, patients due for recall, unfinished setup steps, and trial reminders. Handle an item and dismiss it to clear it from the list.
Does dismissing an item delete anything?
No. Dismissing just clears it from today's Needs attention list so you can focus. The underlying message, balance, or appointment is untouched and still available on its own page. Most items reset daily; a completed setup step stays gone.
Can I book appointments from Home?
Yes. Today's schedule shows open slots — click one to book it, or use the links to open the full calendar or fill from the waitlist.

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