Your dashboard is your home base in BlueMind — a single view that brings together everything you need to run your day. This guide explains how to navigate the dashboard and what you'll find there.
The left sidebar
The left sidebar is your main navigation menu. From here, you can move between the different areas of BlueMind, including your clients, tasks, sales pipeline, compliance, and more. The sidebar stays with you as you work, so you can jump between sections at any time.
Your dashboard at a glance
When you log in, your dashboard gives you an overview of what needs your attention. Depending on how you set it up, you can see:
Tasks and to-dos — what's on your plate and what's coming up, so nothing falls through the cracks.
Compliance status — a quick view of where you stand, so you can stay on top of requirements.
Client list and recent clients — fast access to the people you're working with, including those you've viewed most recently.
Sales pipeline — where your opportunities stand across each stage.
Notifications and alerts — important updates that need your attention.
Calendar and meetings — your upcoming appointments and schedule.
Mia, your AI digital assistant — ready to help with meeting prep, document generation, and the routine tasks that keep your practice moving.
Customizing your dashboard
Your dashboard is yours to shape. You can customize it to surface the information that matters most to how you work. To do this, click on the "customize" button and toggle the widgets on/off to your liking.
Getting the most from your dashboard
Check your dashboard at the start of each day to see your tasks, upcoming meetings, and anything that needs attention. Over time, tailor it to match your workflow so it becomes a reliable snapshot of your practice.
Need help?
If you have questions about navigating or customizing your dashboard, reach out to our team at support@bluemind.app.