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WordPress Dashboard Widget

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

This guide will review how to add the Simply Schedule Appointments widget to your WP Admin Dashboard and all of the information it will include.

This is a great way to quickly overview your upcoming appointments without heading over to the SSA Appointments dashboard.

Adding the SSA Dashboard Widget

After installing Simply Schedule Appointments on your website, the Upcoming Appointments widget should automatically appear in your WordPress Dashboard.

But, if it doesn’t appear immediately, you can manually add it by clicking on the Screen Options tab > checking the box next to Your Upcoming Appointments.

Screenshot of the WP admin dashboard with an outline of how to add the SSA upcoming appointments widget.

Adjusting the SSA Dashboard Widget

Now that you’ve added the widget to the WP Dashboard, you’re welcome to move it around by dragging and dropping it into place. To drag it, hover your mouse over the top bar portion of the widget until you see the dragging symbol, click it, and drop it into your preferred location.

Upcoming Appointments Dashboard Widget Overview

The Dashboard Widget should mirror the Simply Schedule Appointments Upcoming Appointments view from the Appointments Dashboard. Each booking listed here will include the following information:

The Upcoming Appointments widget will display up to five of the soonest appointments.

Each listing will also include an icon, which will display the default person icon in the color that matches the Appointment Type Label.

Team Member View

Logged-in Team Members can also benefit from the Upcoming Appointments widget, allowing them to review only their five soonest assigned bookings.

Screenshot of the WordPress Dashboard with the SSA Upcoming Appointments widget in place and displaying the five soonest bookings.

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