What you'll see
The Dashboard shows, from top to bottom: the store setup card, the quick action cards, today's appointments and recent activities.
Dashboard components
Header and side menu
Logo: Your organization's logo, or the PHOXBook logo. Click it to return to the Dashboard.
Side menu (left): Includes Dashboard, Appointments, Calendar, Reports, Waitlist and Settings, plus the clinical modules and patient linking your pharmacy has turned on. The ☰ button shows or hides it.
Store: The store you are working in. With more than one store, click it to switch.
Search: Find a patient or appointment (
Ctrl + K).Profile Menu: Your account, Patients, Settings, Help Center and Sign Out.
Store setup card
The Store setup card at the top walks you through setting up your store and putting it live, then lists the follow-ups. See Setting Up Your Store.
Quick action cards
Cards for fast access to common tasks:
Search by patient or appointment: Name, phone, email or booking number
Appointments: Schedule and manage appointments
New Appointment: Book or walk-in (it reads Booking disabled when staff booking is switched off for your pharmacy)
My Work Hours: Manage your schedule (hidden when head office has turned off staff schedule matching)
Today's appointments
Five status cards (All today, Scheduled, Checked in, Completed, Cancelled) filter the list
A Filters menu narrows it further
Arrows and a date picker show other days
Action buttons on each row: view, check in, start, complete, no-show, reschedule, cancel
See Today's Appointments.
Recent activities
The five most recent actions at your pharmacy in the last 24 hours, such as bookings, check-ins and status changes. Click View all activities for the full log.
Getting started each day
Review Today's Appointments: Check who's coming in
Check Recent Activities: See what happened recently
Check in early arrivals: Use the check-in button on their row
Need help?
Open the Help Center with the ? icon in the header, or press Shift + ? for keyboard shortcuts.