> ## Documentation Index
> Fetch the complete documentation index at: https://breederbuddy.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Dashboard

> Find your way around the BreederBuddy home dashboard — choose which sections show, use the Day Book for daily notes, check your Daily Check-In for what's due today, and pin your favorite dogs, litters, and pages to the left menu.

# Your Dashboard

> **Video walkthrough:** [Watch on Loom](#) *(link coming soon)*

***

The [**Dashboard**](https://app.breederbuddy.com/) is the first thing you see when you log in. It gives you a quick read on your dogs, litters, buyers, and money, with Buddy (your AI assistant) right at the top. You choose which sections show, so it only has what you actually use.

***

## What You Can Do Here

* See quick snapshots of your dogs, litters, applications, payments, and waitlists
* Ask Buddy a question or drop a file on it, right from the top of the page
* Choose which dashboard sections show and hide the rest
* Keep a daily log of care notes and observations in the **Day Book**
* See what's due today, what's overdue, and what's coming up in the **Daily Check-In**
* Pin the dogs, litters, contacts, and pages you use most to the top of the left menu

***

## How It Works

### Getting to the Dashboard

1. Click **Dashboard** at the very top of the left menu.
2. The page opens with the title **Dashboard** in the top left. Buddy sits at the top, with your sections below it.

### What's on the Dashboard

Each section is a card with a short summary and a button that takes you to the full page.

| Section | What It Shows | Button |
| - | - | - |
| **Dogs and Puppies** | Totals of breeders, puppies, and other dogs, split by male and female | **Open Dogs** |
| **Litters** | Your planned, active, and completed litters | **Open Litters** |
| **Neonatal Check-In** | Daily weights, ENS, ESI, and notes for puppies in the neonatal window | **Open Litters** |
| **Health and Reminders** | Upcoming health, training, and business events | **Open Calendar** |
| **Day Book** | Your daily notes and observations | **Open Calendar** |
| **Applications** | **Pending review** and **New submissions** counts | **Open Applications** |
| **Invoices and Payments** | **Total collected**, **Deposits**, **General invoices**, and **Last payment** | **Open Invoices** |
| **Waitlists and Deposits** | **Active waitlists**, **Total entries**, and **Deposits paid** | **Open Waitlists** |

For cat programs, the labels say **Cats and Kittens** and **Open Cats** instead.

New accounts start with three sections turned on: **Dogs and Puppies**, **Litters**, and **Applications**. You can turn on the others anytime (see below).

### Choosing Which Sections Show

1. On the **Dashboard**, click the sliders icon in the top right corner, next to the page title. The tooltip says **Manage dashboard sections**.
2. The **Manage Dashboard** window opens with a checkbox for each section, plus one for **Buddy (AI assistant)**.
3. Check the sections you want to see. Uncheck the ones you don't.
4. Turn **Show onboarding checklist** on or off to show or hide the **New here? Quick setup checklist** card.
5. Click **Save changes**. You'll see a "Dashboard updated." message, and your dashboard changes right away.

The order of sections is fixed. Your section choices apply to your whole account, so teammates who log in see the same sections.

### The Quick Setup Checklist

New accounts see a **New here? Quick setup checklist** card. It walks you through three phases: **Phase 1: Program setup**, **Phase 2: Buyer pipeline**, and **Phase 3: Financials and business**. Each step has a button that takes you to the right page, and finished steps are marked **Done**. When you don't need it anymore, click **Dismiss** on the card. You can bring it back from **Manage Dashboard**.

### Using the Day Book

The **Day Book** is your daily breeder log: things like "Dam off her food, puppies gaining well." Turn it on from **Manage Dashboard** first. It shows across the bottom of the dashboard.

1. In the **Day Book** section, click **Add note**.
2. Type your note in the **Note** box.
3. Check the **Observed On** date. Change it if the note is for a different day.
4. Under **Associate With**, pick **General note**, **Dog**, or **Litter**. If you pick Dog or Litter, choose which one.
5. Under **Calendar**, pick one of these:
   * **No calendar link**: just saves the note.
   * **Link existing event**: attaches the note to an event already on your calendar.
   * **Create reminder**: adds a new reminder to your calendar. Give it a **Reminder Title**, a **Reminder Type**, and a **Reminder Date & Time**.
6. Click **Save note**. Your note appears in the list under its date.

To look back, use the **1D**, **1W**, and **1M** buttons to choose how many days to show, and the **Date** box to jump to a different day. Use the pencil and trash icons on a note to edit or delete it.

***

## Daily Check-In

The **Daily Check-In** is your at-a-glance plan for the day. It opens on its own the first time you log in each day, once you've finished setting up your account.

To open it yourself, click the calendar-check icon in the top bar of the app (the tooltip says **Daily Check-In**). This icon shows on larger screens only.

Here's what you'll see:

* Three counts across the top: **Due Today**, **Overdue (Not Completed)** from the last 7 days, and **Upcoming** for the next 2 weeks.
* Lists of today's events, overdue events, and upcoming events. Each list shows up to 8 events.
* A **Done** button on each event, so you can mark it complete right there. You can add an optional completion note.
* **Ask Buddy what to focus on today** at the top. Click it and Buddy gives you a prioritized briefing across your dogs, litters, waitlist, and finances.

Click **Go to full calendar** to open the [**Calendar**](https://app.breederbuddy.com/calendar), or **Let's Get To It** to close the window.

***

## Pinning Items to the Left Menu

Pins put the things you open most often at the top of your left menu, in a **Pinned** section right under **Dashboard**.

### Pin a Menu Page

1. In the left menu, move your mouse over the page you want, such as **Waitlists**.
2. A small pin icon appears on the right side of that item. Click it.
3. The page now shows in the **Pinned** section at the top of the menu.

### Pin a Dog, Litter, Contact, or Other Record

You can pin a single dog, litter, contact, contract, application, waitlist, care schedule, or invoice.

1. Open the record. For example, open one dog's profile.
2. Click the three-dot menu next to the profile picture and choose **Pin**. On an invoice, click the pin icon in the top right, next to **Back to Invoices**.
3. The record now shows in your **Pinned** section. Pinned dogs show their profile photo.

### Unpin or Reorder

* **To unpin:** hover over the item in the **Pinned** section and click the **X** on the right. You can also choose **Unpin** from the record's three-dot menu.
* **To reorder:** hover over the **Pinned** heading and click the grip icon (six dots) next to it. Then drag each pinned item by its grip handle to a new spot. Click the grip icon next to **Pinned** again when you're done.

Your pins are saved to your login, so they follow you to any computer you sign in on.

***

## Tips & Common Questions

> **A section I want isn't on my dashboard. How do I get it back?**
>
> Click the sliders icon in the top right of the **Dashboard**, check the section in **Manage Dashboard**, and click **Save changes**. If every section is turned off, the dashboard shows a **Manage dashboard** button you can click instead.

> **Can I hide Buddy from my dashboard?**
>
> Yes. Open **Manage Dashboard**, uncheck **Buddy (AI assistant)**, and click **Save changes**. You can still open Buddy anytime from the **Ask Buddy...** box at the top of the app, or with Ctrl+K (Cmd+K on a Mac).

> **Can I rearrange the dashboard sections?**
>
> Not right now. You can choose which sections show, but their order is fixed. Pinned menu items *can* be dragged into any order.

> **The Daily Check-In keeps popping up. Can I turn it off?**
>
> It only opens on its own once a day, the first time you log in that day. Click **Let's Get To It** to close it, and it won't come back until tomorrow.

> **Can I pin the Dashboard itself?**
>
> No. The **Dashboard** is always at the top of the left menu, so it doesn't need a pin.

***

## Still Have Questions?

We're here to help. If something isn't working the way you expect, or you'd like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen.

Thank you.


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