Overview

Your Wedy Pro dashboard is built around a modular widget system — each widget surfaces real-time data from a specific part of your business. Instead of scrolling through a fixed layout, you choose which widgets appear, how large they are, and where they sit in the grid. A wedding photographer who checks bookings and messages every morning can pin those widgets front and center, while a planner focused on project timelines might prioritize the Calendar and Smart Documents widgets instead.

Time to complete: 2–5 minutes.

How to open the Widget Customizer

To customize your dashboard layout in Wedy Pro, click the Widgets button in the top-right corner of your dashboard header. This opens a full-screen modal called the Widget Customizer, where you manage everything about your layout.

Navigate to Home in the sidebar.
Click the Widgets button in the top-right area of the dashboard header.
The Widget Customizer opens, showing your current widget layout in a 3-column grid.

Note: The Widgets button is available on desktop only. On mobile, your dashboard displays your saved layout but cannot be rearranged.

How to rearrange your widgets

Inside the Widget Customizer, you see the Layout Editor — a visual grid of your currently visible widgets. Each widget card has a drag handle so you can reorder your layout with drag-and-drop.

Click and hold a widget card in the Layout Editor grid.
Drag it to your preferred position in the grid.
Release to drop it in place — surrounding widgets shift to accommodate.
When you are happy with the order, click Apply to save your changes.

Click Cancel at any time to discard your changes and close the customizer without saving.

How to remove a widget

If a widget is cluttering your dashboard, remove it directly from the Layout Editor.

In the Widget Customizer, find the widget you want to remove.
Click the X button on the widget card.
The widget disappears from the grid immediately.
Click Apply to save.

Removing a widget does not delete any data — it simply hides the widget from your dashboard. You can add it back at any time.

How to add a widget

The Widget Selector lets you browse every available widget and choose the size that fits your workflow.

In the Widget Customizer, click Add Widget.
The Widget Selector opens with a sidebar listing widgets grouped by category: CRM, Marketplace, and Other.
Click a widget name in the sidebar to see a preview of that widget in both small and large sizes (when the widget supports both).
Click the size preview you prefer to add the widget at that size.
The widget is added to your layout. Click Apply to save.

Widgets you have already added show a checkmark in the sidebar. Widgets you do not have permission to access display a lock icon with No Access — contact your account owner to update your permissions.

Note: The Onboarding widget does not appear in the Widget Selector. It is added and removed from your dashboard automatically based on your onboarding completion status — you cannot manually add or remove it.

Available widgets

Wedy Pro offers 14 widgets organized into three categories. Each widget pulls live data so you always see the latest information at a glance.

CRM widgets

Calendar — Shows your upcoming events: projects, tentative bookings, meetings, scheduler bookings, and synced calendar events. Links to your full Calendar page.
Recent Leads (listed as Lead Form Submissions in the Widget Selector) — Displays your most recent lead form submissions with name, email, and date. Links to the Leads page.
Smart Documents — Lists recent proposals, contracts, invoices, and questionnaires with status badges. Filter by document type using tabs. Links to the Documents page.
Recent Templates — Shows your most recently updated email and document templates with type labels and timestamps.
Automations (listed as Automation Runs in the Widget Selector) — Tracks recent automation activity with two tabs: Pending (runs awaiting your approval) and Activity (recent run history).
Unread Emails (listed as Emails in the Widget Selector) — Surfaces unread emails from your connected email account with sender, subject, and preview text.
Activity — Displays the five most recent notifications across your account — document views, payments received, contract signatures, and more. Unread items have a blue dot.

Marketplace widgets

Packages — Shows your top-performing packages with thumbnail, title, and base price. Links to the Packages page.
Bookings — Lists marketplace bookings from clients with status tabs: Active, Drafts, Inquiry, Signature, In progress, and Completed, plus Rejected under the More dropdown in large mode. Links to the Bookings page.
Messages — Shows recent marketplace conversations with client names, message previews, and unread counts.
Earnings — Displays three financial metric cards. When funds are in transit to your bank, the widget shows: In Transit, Last 30 Days Payout, and Last 30 Days Payments. Otherwise, it shows: Last 30 Days Payout, Last 30 Days Payments, and Last Year Payments. Links to the Payments dashboard.
Balances — Displays your payment account balance with an embedded balance view. If your payment account is not yet connected, the widget shows the message No active balance with a prompt to connect your payment account to see and manage your funds.

Other widgets

Create New — Quick-create buttons for common items: Lead, Project, Invoice, Contract, Meeting, and Lead form. Each button opens the relevant creation modal directly from your dashboard.
Onboarding — A step-by-step checklist that guides new vendors through essential setup: Complete Profile, Create Your First Package, Connect Email Account, Enable Payments, and Get Verified. This widget appears automatically for new accounts and disappears once all five steps are complete — it cannot be manually added or removed via the Widget Selector.

Widget sizes

Most widgets support two sizes:

Small — Takes up one column in the grid. Shows a compact summary with fewer items.
Large — Spans two columns. Shows more detail — additional tabs, longer lists, or table views.

For example, the Smart Documents widget in large mode displays a full table with document type tabs, while the small version shows just the three most recent documents. The Onboarding and Balances widgets are available in small size only.

You choose the size when adding a widget through the Widget Selector. To change a widget's size, remove it and add it again at the new size.

The Show Active Projects Card toggle

Inside the Widget Customizer Layout Editor, you will find a Show Active Projects Card toggle. When enabled, your dashboard includes a dedicated card highlighting your active projects. Toggle it off if you prefer a cleaner layout or already track projects through the Bookings widget.

Permissions and team members

Dashboard widgets are permission-gated. If you are a team member with limited permissions, you will only see widgets for features you have access to. Widgets outside your permissions show a lock icon with a No Access message in the Widget Selector.

Each team member has their own independent dashboard preferences — rearranging your widgets does not affect anyone else's layout. Account owners see all widgets by default.

Tips for an effective dashboard

Lead with what matters most. If you check messages and bookings first thing every morning, drag those widgets to the top of your grid.
Use large mode for your primary workflow. A florist managing multiple events might use the Smart Documents widget in large mode to see all proposals and invoices at once, while keeping Earnings small as a quick reference.
Remove what you do not use yet. If you haven't connected your email, hide the Unread Emails widget to keep your dashboard focused. Add it back once your email is synced.
Check the Onboarding widget first. New to Wedy Pro? Keep the Onboarding widget visible and work through each step — it disappears automatically once you have completed all five setup tasks.
Revisit your layout as your business grows. As you start using automations or team features, add the Automations widget to keep those workflows visible.

Frequently asked questions

Can I customize my dashboard on mobile?

Your saved layout is displayed on mobile, but the Widget Customizer is available on desktop only. Make your layout changes on a computer, and they will carry over to your mobile view.

Will removing a widget delete my data?

No. Removing a widget only hides it from your dashboard. All your data (leads, documents, messages, bookings) remains accessible from the sidebar navigation. You can add the widget back at any time.

Why do some widgets show a lock icon?

Widgets are tied to feature permissions. If your account owner has not granted you access to a specific feature (such as Payments or Documents), the corresponding widget shows a lock icon with No Access. Contact your account owner to update your permissions.

Why did the Onboarding widget disappear?

The Onboarding widget is automatically hidden once you complete all five setup steps: Complete Profile, Create Your First Package, Connect Email Account, Enable Payments, and Get Verified. This is expected — it means your essential setup is done.

Why does my dashboard show sample data?

If you haven't completed your profile setup, your dashboard displays demo data to preview the experience. Complete the steps in the Onboarding widget to see your real business data.