Your first login & the dashboard.
Open your DEF link. You'll land on a login screen. Type your email and password (we set both on install day). The first thing you see is My Tasks, your daily inbox.
The tab bar
Across the top you'll see five tabs. Each one is one part of your operation.
- My Tasks — your inbox of things to do today, sorted by urgency. The default landing tab.
- Statistics — revenue, attendance, and occupancy over time. The "how are we doing" tab.
- Storage — inventory of everything you stock. Items, locations, low-stock alerts.
- CRM — every contact: guests, employees, vendors. Searchable.
- Shifts — the weekly schedule for your team.
Two more views live in the user dropdown at the top right (click your profile picture):
- Wiki — your operation's SOPs, the procedures DEF wrote from real completed tasks.
- Feature Requests — ask for things you want DEF to do next.
The bell
Top right of the dashboard, next to your profile, is a bell icon. That's Issues, the queue of things DEF wants you to look at. A number next to the bell means something needs you. Click to open it.
Tu equipo
On the Statistics tab there's also a section called Tu equipo — a single screen with every person on your team, clustered by department, showing status, hours, and punctuality at a glance. Covered in detail in Lesson 26.
Money Master + Quick Capture
On My Tasks, you'll see two more things: a financial card called Money Master with today's revenue and any flagged spend, and a floating round button at the bottom right called Quick Capture. We cover both in their own lessons.
That's the whole dashboard. Every other lesson in this course just zooms into one piece of it.
Try it now
Log into your DEF dashboard and click every tab once, just to see what's there. Don't change anything yet.
Flow