Platform layout guide: Dashboard & Navigation

The DashboardThe Dashboard is your command center, providing a high-level view of your activity and credit usage immediately upon logging in.

Top Summary Cards: You will see four cards at the top of the page. These provide a quick count of your key assets:
- Total Succeeded Scans
- Active Links (Includes a New Link shortcut button)
- Active Templates
- Clients

Note: Click View All on any card to jump to that specific page.

Scan Insights (Center): This chart tracks your performance over time. You can toggle the date range and graph type.
- Blue: Represents Succeeded scans.
- Red: Represents Failed scans.
Credits Indicator (Bottom Left): This section monitors your billing balance. If your credits run low, a warning will appear here with a direct link to purchase more.
Navigation Menu (Left Sidebar): Access all core tools here: Dashboard, Clients, Scans, Links, Templates, and Settings.

Clients PageNavigate here to manage everyone who has interacted with your scan links.

Search & Filters
- Use the Search Bar to find a client by Name or Email.
- Use the toggle at the top right to switch between Active and Archived records.
The Client Table
- Client: The user’s name.
- Email: The address tied to their scan records.
- Scans: The total number of scans they have completed.
- Created At: The date they were first added to your system.
Action: Click the New button (top right) to manually add a client.

Scans PageThis page is your data hub. It lists every individual scan attempt and its specific details.

Status Filters: Locate the tabs at the top right to filter the list by Succeeded, Pending, or Failed. This is essential for troubleshooting user issues.
The Scan Table
- Client: Who performed the scan.
- Link Name: Which specific URL they used.
- Metrics: Visual tags indicate data captured (e.g., BP, HR, HRV). Note that a +3 tag indicates the additional metrics included in the basic set.
- Created At: The timestamp of when processing finished.
Pagination: Use the controls at the bottom to navigate through older records.

This guide walks you through the main sections of the platform interface. Understanding the layout will help you manage clients, track scan performance, and create links efficiently.