The dashboard menu

Modified on Tue, 03 Jan 2023 at 02:58 PM

This article will explain the different features of your website dashboard.


To see your dashboard, you need to be logged in. Follow this link to learn how to login to your website.


When you login to your website for the first time, the dashboard can seem very overwhelming. Below, we will break down the different features available to you, and direct you to other tutorials about how they work.

The dashboard, with the menu highlighted

My Sites

The My Sites page can generally be ignored, as for most of our customers, you'll only be managing one site. If you do manage more than one site, this menu is where you can access each site.

Analytics

The Analytics section gives information about how your patients use your website. The page is divided into four sections, telling you when patients use the site, which pages they use, how patients make their way to the site, and the location of your patients when they are using the site. The last section may show many patients to be using the site from London, even if your practice is elsewhere. This is often due to VPNs. Follow this link for more information about why your patients are visiting the site from London.

The analytics section.

News

The News section is where you can add, edit and manage your news items. When you click this heading, the menu will expand, showing four subheadings: News, Add News, Categories and News Tags. The News heading shows all your existing news articles, and allows you to search for and navigate to these articles. The Add News button opens up a new news item. Categories and Tags are ways of organising your news.

The news section, with the news menu highlighted

Media

The Media section is where you can access the images and documents uploaded to your website. As with the news section, clicking on the section expand the menu to show the Library and Upload Media sections. In the Library, you can edit the media uploaded to the site, for example by adding alt text. The Upload Media link allows you to upload content to your site, which you will then be able to add to the pages of your website. 

The Media section, with the menu highlighted.

Forms

The Forms section of the dashboard works differently to much of the website, and is therefore generally managed by the support team. The menu expands when you navigate to this section, revealing the Forms, New Form, Entries, Settings and Import/Export headings. The Forms page is a list of the different forms available to you on your plan. It will tell you which are active, and how many entries have been recorded. New Form allows you to create a new form from scratch, but we would recommend contacting us at support@gpsurgery.net if you would like to do this. Follow this link for more information about our custom forms plan add-on. Entries allows you to look at the different form entries recorded. Import/Export allows you to download form responses to your computer, but most of our users have responses emailed to them as this is much easier. Follow this link to learn more about how to manage the forms on your website.

Pages

The Pages section of the dashboard lists all the pages on your website, and allows you to add new pages in the New Page section. From here, you can also see whether pages are published or in draft, and search the website to find and edit a page. Follow this link for more information about editing pages.

Team Members

The Team Members section is where you edit the Team page of your website. In the Team Members page, you can see the team members currently on your site, and what category they are currently placed in. The Add New option is a shortcut to adding a new team members. Occupation is where you can edit the different roles that each team member can be assigned to. Re-order is where you can change the order in which your team members are displayed within the different roles. To learn more about organising your team page, follow this link.

The Team Members section, with the submenu highlighted

Branches

The Branches section allows you to add and edit the branch widget, which is generally displayed on the Home page. Most of the time, the support team will set this up for you, and you won't have to change it, but more information about editing the Branch widget can be found here.

The Branches section of the dashboard, with the submenu highlighted.

Alerts

The Alerts section is where you can add, edit and delete the alerts on your website. More information about managing alerts can be found here. The Add New subsection is a shortcut to add a new alert.

The alerts section, with the submenu highlighted.

Job Listings

The Job Listings section allows you to add and manage job postings on your website. The Add New subsection is a shortcut to add a new job.

Appearance

The Appearance section is where you can change the overall look of your website, add or manage widgets, and edit the menus on your site. This menu works best if you hover over Appearance to reveal the submenu. The Customise heading takes you to the customiser, where you will be able to edit the colour scheme and other elements of the site. Follow this link to learn more about the customiser. The Widgets subheading is where you can add and remove blocks, called widgets, to your website. These are mostly managed by the support team, but you can learn more about widgets here. The Menus subsection is where the main menu and footer links can be edited. Generally, changes like this are also managed by the support team, but you can learn about managing your menus here.

The Appearance menu, showing the menu revealed when hovering over the Appearance section.

Users

The Users section is where you can manage who has access to edit the site. Generally, this is managed by the support team. The Profile subheading allows you to manage your own profile.

The Users section, with the menu highlighted.

Term Order

The Term Order section allows you to change the order in which different kinds of information are displayed on the website. This section can generally be ignored, as shortcuts to the categories you need to manage are already available elsewhere.

the Term Order section with the submenu highlighted.

Collapse Menu

The last subheading on this menu allows you to hide the dashboard menu completely. It can be reopened by clicking on the small arrow at the bottom of the collapsed menu.

The Collapse Menu button highlighted in the collapsed menu


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