Skip to main content

Your Dashboard — the main screen explained

Once your account is approved and you log in, the first thing you see is the Glovora main screen. This is sometimes called the Dashboard. Think of it as the front page of your clinic's management system — a quick summary of what is happening right now.

This article explains every part of that screen.

The greeting​

At the very top of the screen you will see a personalised message. It reads:

"Good morning, [your first name]" "Here's what's happening with your clinic today"

This updates throughout the day — good morning, good afternoon, good evening — depending on when you log in. It always shows the first name you registered with.

The left-hand menu​

Running down the left side of the screen is a vertical list of words and icons. This is the menu. It is how you move between different parts of Glovora.

The menu items are grouped into four sections:

Core​

These are the day-to-day tools you will use most often.

  • Dashboard — the main screen you are on now. Click here any time to come back to this overview.
  • Client Profiles — your full list of patients who have connected to your clinic through the app. Click here to search for a patient, view their history, or check their membership status.
  • Staff — where you add and manage your team members who need access to the Glovora CRM.
  • Appointments — your booking calendar. See all upcoming appointments and manage your schedule.

Growth​

Tools to help you build patient relationships.

  • Reviews — see feedback left by patients after their appointments.
  • Notifications — send messages and updates directly to patients through the app.

Money​

Your financial overview.

  • Revenue — a detailed breakdown of all payments made through the app. Filter by date to see weekly, monthly, or custom period totals.
  • Payouts — information about how and when money is transferred to your bank account.

Tools​

Settings and extras for your app and clinic setup.

  • App Builder — customise how your patient app looks. Change colours, fonts, add treatments, set up memberships, and more.
  • QR Generator — create a unique QR code for your clinic. Patients scan this to connect to your clinic in the app.
  • Integrations — connect Glovora to other services, such as your payment provider or calendar.

Need Support?​

At the very bottom of the left-hand menu is a small box labelled "Need Support?". Click "View more →" to open the Glovora Help Centre in a new tab.

The setup banner​

If you have not yet fully completed your clinic setup, a yellow or orange banner will appear near the top of the main screen. It is labelled "Complete Your Setup".

This banner includes:

  • A progress bar showing how many steps you have finished.
  • A "Continue Setup" button that takes you back to where you left off.
  • A "Remind Me Later" button that hides the banner temporarily.
warning

If you see this banner, your clinic app is not yet ready for patients. Click Continue Setup and complete the remaining steps before sharing your app link or QR code.

The three summary panels​

In the centre of the screen you will see three panels side by side. Each one shows a live count of something important.

Published Treatments​

This shows how many treatments you have made visible to patients in your app right now. Below the main number you will see a smaller figure — "[Total] total" — which is the full number of treatments you have created, including any that are not yet published.

For example: if you have created 8 treatments but only made 5 of them visible to patients, this panel shows 5 with "8 total" underneath.

Active Memberships​

This shows how many membership plans you currently have published and available for patients to join. The "[Total] total" figure below includes membership plans you have created but not yet published.

Live Offers​

This shows how many promotional offers are currently active and visible in your patient app. Again, the "[Total] total" figure includes any offers you have created but not switched on yet.

tip

When you first log in after approval, all three panels will show zero. That is completely normal. Your next steps are to add your treatments, set up a membership, and create your first offer. The rest of this guide walks you through all of that.

The three quick-access cards​

Below the summary panels are three larger cards. Each one is a shortcut to a key part of Glovora.

  • App Builder — "Configure your patient app". Click here to go straight to the App Builder, where you set up what patients see in your clinic's app.
  • Patients — "Manage patient profiles". Click here to go to your patient list.
  • Memberships — "Create loyalty programs". Click here to go to the Memberships section.

These cards do exactly the same thing as clicking the equivalent items in the left-hand menu. They are simply there to make it quicker to reach the most common starting points.

What the Dashboard does not show​

The Dashboard only shows activity that happens through the Glovora app. It does not include:

  • Cash payments taken in clinic.
  • Card payments taken on a separate terminal.
  • Bookings made by phone or through another system.

All figures on this screen reflect only what has been processed through your Glovora patient app.

Common mistakes​

Expecting revenue figures to appear straight away. The Dashboard only shows data from Glovora activity. Until your first patient connects to your clinic through the app and completes a transaction, all three summary panels will show zero. This is not a fault — it simply means no app activity has happened yet.

Clicking "Remind Me Later" and forgetting to finish setup. The setup banner disappears temporarily when you click Remind Me Later. This does not mean your setup is complete. Your patient app will not work for patients until you have finished both setup steps and been approved. If you cannot see the banner, click App Builder in the left-hand menu to check your setup status.

Confusing "Published Treatments" with "Total" treatments. The main number on each panel is what patients can currently see. The smaller "total" number below it includes everything you have created, published or not. If a treatment is not showing up for patients, check whether it is published — not just created.

Thinking the left-hand menu changes based on your role. The menu items you see depend on the permissions your account has. If you are the clinic owner, you will see everything listed above. Staff members with limited access may see a shorter menu. If something appears to be missing, check with whoever manages your Glovora account settings.