Using the Admin Dashboard

Using the Admin Dashboard

The Admin Dashboard provides a comprehensive interface for managing consultants, schedules, and appointments.

Overview Page

After logging in, the dashboard homepage displays:

System Statistics:

  • Total number of customers
  • Total number of consultants
  • Total number of appointments

Appointments Breakdown:

  • Visual chart showing appointments by status:
    • Pending
    • Confirmed
    • Completed
    • Cancelled

Recent Appointments:

  • List of the most recent appointments
  • Quick view of customer, consultant, date, and status

Admin Dashboard Homepage

Consultants Management

Navigate to the Consultants section to manage your consultant team.

View Consultants

  • See all consultants in a table view
  • Columns: Name, Email, Specialization, Account Status

Consultants Management

Add a New Consultant

  1. Click the Add Consultant button
  2. Fill in the consultant details:
    • Full Name
    • Email
    • Phone Number
    • Specialization
    • Qualifications
  3. Click Create

Creating a consultant will automatically create a corresponding Cognito user account with temporary credentials sent to their email.

Add Consultant

Edit Consultant Information

  1. Click the Edit button next to a consultant
  2. Update the desired fields
  3. Click Save Changes

Edit Consultant

Delete a Consultant

  1. Click the Delete button next to a consultant
  2. Confirm the deletion
  3. The consultant’s Cognito account will also be removed

Reset Consultant Password

  1. Click the Reset Password button
  2. A new temporary password will be generated
  3. The consultant will receive the password via email

Appointments Management

Navigate to the Appointments section for comprehensive appointment oversight.

View Appointments

  • Table view of all appointments
  • Filter by:
    • Status (Pending, Confirmed, Completed, Cancelled)
    • Date range
    • Consultant
    • Customer

Schedules Management

Create Manual Appointment

  1. Click Create Appointment
  2. Select customer (or create new)
  3. Select consultant
  4. Choose date and time
  5. Add notes (optional)
  6. Click Book Appointment

Create Appointment

Update Appointment

  1. Click Edit on an appointment
  2. Modify details (time, consultant, notes)
  3. Click Update

Edit Appointment

Change Appointment Status

Manually update appointment status:

  • Pending → Confirmed: Approve a booking
  • Confirmed → Completed: Mark as finished
  • Any → Cancelled: Cancel the appointment

You now have full control over the MeetAssist system through the Admin Dashboard!