Learning Hub · Policies

Client Dashboard

Control what clients see on their dashboard

What does this policy do?

This policy controls which information and features are visible to clients on their dashboard. You can show or hide payment details, activity summaries, and other widgets based on your business preferences.

Configurable visibility

Payment details

Show or hide outstanding balances, payment history, and invoice summaries on the client dashboard

Dashboard widgets

Control which sections appear — upcoming bookings, recent activity, pet profiles, etc.

Interactive client dashboard preview

📊 Client Dashboard Preview

Sarah's view

Widget visibility (click to toggle)

👁️ Upcoming Bookings

👁️ My Pets

👁️ Payment Summary

👁️ Recent Activity

📅

Upcoming Bookings

Bella — Boarding 15–19 Mar

🐾

My Pets

Bella (Labrador) · Max (Poodle)

💳

Payment Summary

£150.00 outstanding · Last paid £80.00

📋

Recent Activity

3 updates in the last 7 days

✓ Toggle widgets on/off to customise what clients see on their dashboard

Tips

Some businesses hide payment details to avoid confusion and handle billing conversations directly.

When inactive, the dashboard shows the default set of information.

Learning Hub • Client Dashboard

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