The dashboard is the first screen you see when you open HappenBoard. It shows your next dates, a few key numbers and what is left to set up.
It is made of widgets that you can move, resize, add or remove. Your layout belongs to your user account: other users keep their own.
The widgets
A new dashboard shows four widgets: Welcome, Pulse, Get set up and Upcoming events. A fifth one, Quick actions, is available from Add widget.
Welcome
It greets you by name, with two buttons: View events and Open settings. Open settings shows only to users who can change the settings (administrators by default). Once you know your way around, you can remove it.
Pulse
Five numbers that sum up your calendar:
| Number | What it counts |
|---|---|
| Upcoming (7 days) | Dates that start in the next 7 days. Skipped dates do not count. |
| Published events | Events that are live on your site. |
| Drafts | Events saved as drafts. |
| Attendees | Sign-ups with the status Going, for all your events. |
| New this week | Sign-ups received in the last 7 days, whatever their status. |
Get set up
A checklist with a progress bar and a count, such as “1 of 2”. Each step is checked against your site’s data:
- Create your first event is ticked once you have at least one event, whether published, scheduled or draft. Its Add event button opens the event form on the dashboard.
- Receive your first RSVP is ticked once someone has signed up with the status Going. Its View attendees button opens the Attendees screen.
With HappenBoard Pro active, a step comes first: Connect a payment gateway. It is ticked only once payments are configured: both Stripe keys saved, or WooCommerce ticket sales switched on with a WooCommerce payment method enabled. Its Configure button opens Settings → Stripe, for users who can change the settings.
A ticked step loses its button.
Upcoming events
The next 5 dates in the coming 60 days, drafts included. Each shows the day, the title and the start time, or All day. For an event with a capacity, it also shows the seats taken out of the total, such as 12/20.
Click an event to open its edit form. Open calendar takes you to the admin Calendar.
Quick actions
Four buttons: New event, Open calendar, View attendees and Settings. New event opens the same event form as the Events screen. Settings shows only to users who can change the settings.
Arrange your dashboard
- Click Customize, at the top right of the dashboard.
- To move a widget, drag it by the handle in its top right corner.
- To resize a widget, drag its right edge.
- For more choices, open the widget’s three-dot menu. You can set its width (Small (one third), Medium (one half), Large (two thirds) or Full width), choose Move earlier or Move later, or click Remove widget.
- To add a widget, click Add widget and pick one. Each widget can appear once.
- Click Done.
Your changes are saved as you make them. To go back to the default layout, click Reset while you customize, then confirm.
On a smaller window, widgets get wider or stack one under the other, and the right edge cannot be dragged. Use the three-dot menu to change a width there.
Next steps
- Create your first event: tick the first step of the checklist.
- Managing attendees: see who signed up and change their status.
- Touring the admin interface: find the other HappenBoard screens.