The dashboard

The dashboard is the hub of your website. From here you can add and remove pages, manage your forms, and change the appearance of your website.

To access your dashboard, you will need to log in to your profile. You will be taken to your dashboard.

Screenshot of the dashboard

The big green box in the middle contains a link to our Quick Start Guide. From here, you can find our tutorials on how to manage your website.

In the top right-hand corner of the dashboard you will see a friendly welcome next to your name. If you move your mouse over this text, you will be given the option to Edit Your Profile and Log Out.

Tip –  from your profile you will be able to change your password.

Admin menu

The black bar on the left-hand side of your dashboard is the Admin Menu. From here you can make all the necessary additions and changes to your website. We will give you a brief run-down of all the options and their usages.

Dashboard

This is the hub of your website.

Screenshot of dashboard tab

  • Selecting ‘Home’ will take you back to the front page of the dashboard.
  • Selecting ‘My Sites’ will be useful if your practice has multiple branches. From here you will be able to navigate between the unique dashboards for each branch.

News

This is where you can manage news items for your website, as well as edit, bin or make a news item ‘sticky’.

Screenshot of news tab

  • Selecting ‘News’ will take you to a directory of all the news items you currently have on your website.
  • Selecting ‘Add News’ will allow you to create a new News item. You can do this in the same way that you create a page. (NB: this is the only place you can add News items. News items cannot be edited directly from the page).
  • You shouldn’t need to use ‘Categories’ or ‘News Tags’, but you can contact support@gpsurgery.net for more information.

You can learn more about how to manage your news page here.

Media

This is a library of all the documents, pictures, and other files that you have uploaded to your website.

Screenshot of media tab

  • Selecting ‘Library’ will take you to a list of all the pieces of media you currently have uploaded to your website. You can choose between media types to make searching easier.
  • Selecting ‘Add New’ will allow you to use a file explorer to select a piece of media from your computer. Alternatively, you can drag and drop images and documents from your desktop.

You can learn more about how to add images here and how to add documents here.

Forms

This is where you can manage the forms that appear on your website, including adding, deleting, and exporting data from forms.

Screenshot of forms tab

  • Selecting ‘Forms’ will take you to a list of forms that are currently available on your website. Most of the forms you need will have already been set up for you. From here you can activate, deactive, edit and bin your forms.
  • Selecting ‘New Form’ will allow you to create a new form.
  • Selecting ‘Entries’ will allow you to view the completed forms that your patients have completed.
  • Selecting ‘Import/Export’ will allow you to upload or download the data from these forms. We recommend that you export data into a spreadsheet on a regular basis, to ensure that information does not get lost.
  • You shouldn’t need to use ‘Settings’, ‘System Status’ or ‘Help’, but you can contact support@gpsurgery.net for more information.

You can learn more about adding a form to your website here.

Pages

This is where you can manage all the pages that are on your website, as well as add new pages.

Screenshot of pages tab

  • Selecting ‘All Pages’ will take you to a list of all the pages that are currently available on your website. From here you can edit and bin your pages.
  • Selecting ‘Add New’ will take you to an editor that will allow you to create a new page.
  • Please note that you cannot add sub-pages to the home page, news page, or team members page from here. Each of these pages are considered non-standard, and have their own ways of being edited.

You can learn more about adding a page to your website here.

Comments

This option should not be necessary for the function of your website, and can safely be ignored. For more information you can contact support@gpsurgery.net.

Team members

This is where you can manage the Team Members from your practice that you have included on your website.

Screenshot of team members tab

  • Selecting ‘Team Members’ will take you to a list of all the team members that you have on your website. From here you can edit and bin your team members.
  • Selecting ‘Add New’ will allow you to create a new entry for a team member to appear on your website. (NB: this is the only place you can add team members. Team members cannot be edited directly from the page).
  • Selecting ‘Occupation’ will allow you to create a new occupation for your staff to be listed under. For example, if your practice has recently added a physiotherapy service, this is where you can add that job description to your site.
  • Selecting ‘Re-order’ will allow you to change the order in which your team members are displayed. Creating a hierarchy can be useful to help patients quickly find who they are looking for.
  • By default, new team members are added to the top of the list. You will have to manually drag them into place and then update.

You can learn more about managing your team members here.

Branches

This is where you can manage the information for your practice. If you have more than one practice, they will be listed here.

Screenshot of branches tab

  • Selecting ‘Branches’ will take you to a list of the different branches that your practice encompasses. From here you can edit and bin your branches.
  • Selecting ‘Add New’ will allow you to add a new branch to your website. You can edit its details in the same way you would edit a page.

You can learn more about managing your branches here.

Alerts

This is where you can manage the alerts for your website, as well as add new alerts.

Screenshot of alerts tab

  • Selecting ‘Alerts’ will take you to a list of the different alerts that you have on your website. From here you can edit and bin your alerts.
  • Selecting ‘Add New’ will allow you to add a new alert to your website. You can edit its details in the same way you would edit a page.

You can learn more about managing your alerts here.

Appearance

This is where you can change the appearance of your website, including changing the colour scheme, moving the widgets, and reordering the menus.

Screenshot of appearance tab

  • Selecting ‘Customise’ will allow you to change the logo and colour scheme of your website. It will redirect you to the main page of your website so you can view your changes.
  • Selecting ‘Widgets’ will allow you to manage the widgets on your website. Most of the information on the home page is managed in widgets, and their order, appearance, and hyperlinks can be changed here.
  • Selecting ‘Menus’ will allow you to change the structure of the main menu, helpful links, and footer menu.
  • It is unlikely that you will need to edit the widgets or the menus, but you can contact support@gpsurgery.net for more information.

You can learn more about managing the appearance of your website here.

Users

This is where you can manage the users who have access to the dashboard, as well as change the appearance of your profile.

Screenshot of users tab

  • Selecting ‘All Users’ will take you to a list of all the users who are available on your system. From here you can also remove users.
  • Selecting ‘Add New’ will allow you to add a new user to your system. They will require a user name and a valid email address.
  • Selecting ‘Your Profile’ will allow you to change the colour scheme of the dashboard, as well as edit your name and email address.

From the Users page you can also change your password.

Term order

This is where you can change the layout of the items that appear on the team members page.

Screenshot of term order tab

  • Selecting ‘Order Occupation’ will allow you to view and change the hierarchy in which your team members appear. By default your team members will appear in order of importance, with doctors being at the top.

You may change this to be in alphabetical order, or by some personal hierarchy, but it is unlikely. You can contact support@gpsurgery.net for more information.