Main Dashboard Navigation

Understanding and Navigating the Main Dashboard

The main dashboard is your central hub on BeautySnap, offering an overview of your company’s activity, pending tasks, key statistics, and lead management. Follow the guide below to understand how to effectively use it.

1. Accessing the Dashboard

• Step 1: Navigate to the BeautySnap main page using your browser.

• Step 2: Log in with your registered credentials.

• Step 3: After a successful login, you will be automatically redirected to the main dashboard. Alternatively, you can select "Dashboard" from the left sidebar at any time.

2. Top Header Overview

• At the top right of the dashboard, you’ll see your company name and company profile picture, provided this information has been previously set up (during sign up).

3. Pending Tasks Section

• This section highlights any important setup steps that still require your attention. Tasks may include:

  • Upload your logo

  • Enter Privacy Policy URL

  • Confirm your email address

• Visual indicators help track your progress:

  • ✅ Green checkmark: Task completed

  • ⚠️ Red warning icon: Task still pending

• Once you have completed all the onboarding steps shown above, the section will switch to the Statistics display.

4. Dashboard Statistics Section

This section provides real-time metrics that summarize your lead activity:

• Total Leads – The cumulative number of all leads collected

• Leads This Billing Month – Leads received within your current billing cycle

• Leads in the Last 30 Days – Recent leads over the past month

• Leads in the Last 7 Days – A snapshot of your most recent weekly activity

These statistics update automatically and should reflect the data shown in the leads table.

5. Leads Table

The lower section of the dashboard contains a dynamic table displaying detailed information about each collected lead.

Table Columns Include:

• Date

• First Name

• Last Name

• Email

• Phone

• Concerns

• Patient Images

• Additional Comments

Features:

• Filter icons on column headers allow you to search and sort.

• Scroll through entries to view all available leads.

• Example entries:

  • Juan Perez – Concern: "Nose: Too big"

  • Marcos Dias – Concern: "Stomach: Love handles"

Special Columns:

• Patient Images: Icons appear if images were submitted with the lead.

• Additional Comments: Displays any extra notes or messages left by the lead.

6. Export Options

To download and manage your leads offline, use the export buttons located near the table:

• Export to Excel: Downloads the lead data in .xlsx format

• Export to CSV: Downloads the lead data in .csv format

These options make it easy to back up data or analyze it externally.

Summary

The BeautySnap dashboard is designed to give you a clear view of your business activity and help manage lead data efficiently. From monitoring pending tasks to reviewing lead trends and exporting contact lists, the dashboard provides everything needed to stay informed and productive.

For further help, please contact BeautySnap support or visit our Help Center.