Your dashboard and sidebar adapt to your business

When you first signed up, WiseSlip asked what kind of business you run. Based on that answer, it hides the sidebar items that clearly don't apply - a consultant doesn't see Bookings, a barbershop doesn't see the CRM Pipeline or Contracts. Everything else stays visible.

This is only a starting point, never a lockout. Go to Settings > Sidebar navigation any time to turn any item back on or off yourself, no matter what your business type is.

Already had an account before your sidebar got this treatment? Open Settings > Sidebar navigation and click "Apply recommended for [your business type]." It loads the suggested set into the checklist for you to review - nothing changes until you click Save, so you're always in control.

The dashboard itself follows the same idea, one level deeper: pick a template (or let WiseSlip recommend one) built around how your business actually makes money, then use Customize to reorder or hide individual modules, and keep more than one saved dashboard if different people on your team want to see different things first.