Set up your dashboard tabs


Click the + tab at the end of your dashboard. 




Click the Customize My Tabs button to the right of the All Tabs screen.


Suggested tabs to add

  • Event inventory
  • Class registration orders
  • Class registration payments
  • Contacts
  • Reports
  • Unqualified contact list


Add Custom Links to your dashboard


On the left sidebar, there's a box for Custom Links. Click Edit custom links at the bottom.




Suggested links to add

  • Add new event (which adds a new class)
  • Class Registration Settings (Setup >> Search for "Custom Settings" >> Click Class Registration Settings and copy/paste the URL)