{"id":270,"date":"2026-08-08T21:58:08","date_gmt":"2026-08-08T21:58:08","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&#038;p=270"},"modified":"2026-08-08T21:58:39","modified_gmt":"2026-08-08T21:58:39","slug":"the-home-screen","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/the-home-screen\/","title":{"rendered":"The Home Screen"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The <strong>Home<\/strong> screen is your personal dashboard in Rithm on the web. After you sign in, it is usually the first place you land. Think of it as your daily command center: a single page that brings together today\u2019s schedule snapshot, reminders, upcoming meetings, messages, goals, quick actions, and\u2014when available\u2014your Sales Advisor, so you can see what matters without hunting through every menu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Home is built from <strong>widgets<\/strong>\u2014boxes of information arranged in two columns. Each widget focuses on one job (for example, \u201cwhat\u2019s on today,\u201d \u201csticky notes due,\u201d or \u201ccompany goals\u201d). Depending on your account, company, and permissions, you may see more or fewer widgets than another salesperson. Your company can also set defaults, and you can often rearrange or turn widgets on or off to match how you work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Home is <strong>not<\/strong> the same as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>login \/ Welcome<\/strong> page where you enter your email and password<\/li>\n\n\n\n<li>The <strong>Schedule<\/strong> screen (your full calendar day by day)<\/li>\n\n\n\n<li>Any single client record or Target List<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Those tools still matter. Home simply gives you a friendly overview and shortcuts so you can start the day with clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>On the Rithm iOS app:<\/strong> There is no Home screen. The iPhone app uses tabs such as Schedule, Clients, Auto-Scheduler, Targets, and Settings. The dashboard experience described here is for the <strong>web<\/strong> app. On iOS, start with <strong>Schedule<\/strong> for your day and use the other tabs for the rest of your work.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Where to find it in the UI?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">After you sign in<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open Rithm in your web browser and sign in.<\/li>\n\n\n\n<li>After any \u201cWhat\u2019s new\u201d or similar notice (if shown), you are taken to <strong>Home<\/strong>.<\/li>\n\n\n\n<li>The page title reflects your name (for example, <strong>Home for [Your Name]<\/strong>).<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">From the main navigation<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Look at the navigation bar under the top header (the row of main destinations such as Schedule, Clients, Auto-Scheduler, and so on).<\/li>\n\n\n\n<li>Select <strong>Home<\/strong>.<\/li>\n\n\n\n<li>While you are already on Home, the <strong>Home<\/strong> menu item is typically hidden (because you are already there). Your company logo may appear in that area instead.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Top of the Home page<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At the top of Home you will usually see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Rithm<\/strong> logo<\/li>\n\n\n\n<li>A short status line such as <strong>\u201cX days remaining in month. Y days remaining in quarter.\u201d<\/strong> \u2014 a quick reminder of how much working time is left in the current month and quarter<\/li>\n\n\n\n<li>A <strong>notification bell<\/strong> (when notifications are available) \u2014 opens Home focused on the <strong>Notifications<\/strong> widget<\/li>\n\n\n\n<li>A <strong>yellow sticky note<\/strong> icon (when sticky notes are enabled for your account) \u2014 opens the sticky note composer so you can jot a reminder without scrolling<\/li>\n\n\n\n<li>Language options, if your account supports more than one language<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Returning to Home from elsewhere<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From many other screens, you can get back to Home by choosing <strong>Home<\/strong> in the main navigation. Some confirmation or error screens also offer a <strong>Return Home<\/strong> or <strong>Okay<\/strong> action that takes you back to Home.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use Home as your morning check-in and your mid-day pulse check. Scroll the page, read each widget that applies to you, and click into anything that needs action. Below is a guided tour of the main areas you may see. Your layout may differ slightly; that is normal.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">If you do not have clients yet<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If Rithm does not yet know your clients, Home may show a clear getting-started banner such as <strong>Let\u2019s get started!<\/strong> along with a message that Rithm can create a strong plan once it knows where your clients are.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may also see guidance like <strong>You do not have any clients yet!<\/strong> and options such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import clients from a spreadsheet.<\/strong><\/li>\n\n\n\n<li><strong>Pick prospects nearby.<\/strong> or <strong>Pick prospects from the map.<\/strong><\/li>\n\n\n\n<li><strong>Add sample clients.<\/strong> (when available)<\/li>\n\n\n\n<li>Help contacting support for import assistance<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">On a phone-sized browser, some add-client options are limited; additional options are available on a desktop computer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Add or import clients first. Nearly everything on Home (suggested meetings, Auto-Schedule shortcuts, and a useful calendar) becomes much more valuable once Rithm knows who you sell to and where they are.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Territory selection (managers and team views)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Territory selection<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you can view team or territory data, you may see a compact <strong>Show:<\/strong> control near the top of Home. Use it to switch whose territory or team data appears on Home (and related screens). Individual salespeople without that permission typically will not see this widget.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> When reviewing your own day, keep the view on yourself. When coaching or checking a teammate, switch the filter intentionally, then switch back when you are done.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Today<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Today<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This widget is your \u201cright now\u201d summary:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>live clock<\/strong> and <strong>today\u2019s date<\/strong> (12-hour or 24-hour style follows your preferences)<\/li>\n\n\n\n<li><strong>Appointments<\/strong> \u2014 count of appointments you pre-planned for today (click to go to <strong>Schedule<\/strong>)<\/li>\n\n\n\n<li><strong>Suggested Meetings<\/strong> \u2014 count of meetings Rithm suggested for today (click to go to <strong>Schedule<\/strong>)<\/li>\n\n\n\n<li><strong>Total Marked Completed<\/strong> \u2014 how many of today\u2019s items you have marked completed<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Visual cues may appear on the completed count: a warning when nothing is completed yet but you still have work planned, or a star when everything planned for today is marked completed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Glance here first. If Appointments or Suggested Meetings show work for today, open <strong>Schedule<\/strong> and work the day. Mark items completed as you finish them so Home (and Rithm\u2019s learning) stay accurate.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Getting Started (early days with Rithm)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Getting Started<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">New users often see this checklist first:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Welcome line: <strong>Welcome to Rithm!<\/strong><\/li>\n\n\n\n<li>Checklist steps with checkboxes that fill in as you progress:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add clients<\/strong> \u2014 import or prospect if you do not have clients yet; once Rithm knows your clients, it can help plan each day<\/li>\n\n\n\n<li><strong>Auto-Schedule<\/strong> \u2014 use Rithm\u2019s Auto-Scheduler to suggest the best clients to visit; if you already have appointments, add them first and Auto-Schedule will fill the gaps around them<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Encouragement to use <strong>Feedback<\/strong> at the bottom of pages, contact support by email, or open the <strong>Quick-start Guide<\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">After you have clients, this widget may hide after a short period (about a week of onboarding). When it hides, the <strong>Shortcuts<\/strong> widget typically takes its place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Complete <strong>Add clients<\/strong>, then run <strong>Auto-Schedule<\/strong>. Use the Quick-start Guide if you want a structured orientation.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Shortcuts (after Getting Started)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Shortcuts<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you are past the initial Getting Started checklist, Shortcuts keeps handy actions in one place as buttons, for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add clients<\/strong><\/li>\n\n\n\n<li><strong>Need help?<\/strong> \u2014 opens the help dialog (see below)<\/li>\n\n\n\n<li><strong>Feedback<\/strong> \u2014 share ideas or issues with the Rithm team<\/li>\n\n\n\n<li><strong>Auto-Schedule<\/strong> (may show <strong>Auto-Scheduling\u2026<\/strong> while a run is in progress)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Use Shortcuts when you already know the flow but want one-click access without opening every menu.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Need help? dialog<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing <strong>Need help?<\/strong> (from Shortcuts or from the footer on many pages) opens a dialog titled <strong>Need help?<\/strong> with options such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Documentation<\/strong> \u2014 opens Rithm support documentation<\/li>\n\n\n\n<li><strong>Watch tutorial<\/strong> \u2014 opens the in-app tutorial \/ intro<\/li>\n\n\n\n<li><strong>Take product tour<\/strong> \u2014 expands a list of available guided tours (you may briefly see <strong>Loading\u2026<\/strong>)<\/li>\n\n\n\n<li><strong>Contact support<\/strong> \u2014 starts an email to support@rithmai.com<\/li>\n\n\n\n<li><strong>Close<\/strong> \u2014 dismisses the dialog<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Start with Documentation or a product tour for \u201chow do I\u2026?\u201d questions; use Contact support when you are stuck or see something unexpected.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Sticky note reminders<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Sticky note reminders<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Requires sticky notes permission on your account.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sticky notes are personal reminders that surface on Home when they are due. Use them for follow-ups, \u201ccall back after lunch,\u201d or anything you do not want buried in email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>On the widget:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add<\/strong> (in the widget header) \u2014 opens the sticky note composer<\/li>\n\n\n\n<li>Empty state: <strong>No sticky notes to work on.<\/strong><\/li>\n\n\n\n<li>When notes exist: a <strong>Due<\/strong> list with dates and note text; overdue items are highlighted and may show <strong>Overdue<\/strong><\/li>\n\n\n\n<li>Click a note\u2019s date\/title to jump toward that day on <strong>Schedule<\/strong><\/li>\n\n\n\n<li><strong>History<\/strong> \u2014 review past sticky notes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Yellow sticky icon in the top bar:<\/strong> Opens the same composer from anywhere on Home.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In the sticky note composer:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type your note in the text area<\/li>\n\n\n\n<li>Choose a <strong>Due:<\/strong> time: <strong>This evening<\/strong>, <strong>Tomorrow AM<\/strong> (default), or <strong>End of week<\/strong><\/li>\n\n\n\n<li><strong>Save<\/strong> to keep it<\/li>\n\n\n\n<li><strong>History<\/strong> to review earlier notes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Keep sticky notes short and action-oriented. Clear or complete them when done so Home stays calm and useful.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Upcoming Meetings<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Upcoming Meetings<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This widget summarizes what is coming, distinguishing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Meetings <strong>planned by the Rithm Auto-Scheduler<\/strong> over the next month<\/li>\n\n\n\n<li><strong>Appointments pre-planned by you<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Examples of messages you may see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If Rithm has not planned meetings yet: encouragement that when you <strong>Auto-Schedule<\/strong>, Rithm will automatically plan meetings for you<\/li>\n\n\n\n<li>A count such as <strong>\u201cN meetings, planned by the Rithm Auto-Scheduler over the next month.\u201d<\/strong><\/li>\n\n\n\n<li><strong>\u201c100% are planned by Rithm. No upcoming appointments, pre-planned by you.\u201d<\/strong> when everything upcoming is Rithm-suggested<\/li>\n\n\n\n<li>A list of your own upcoming appointments with date\/time and client (or notes), each linking into <strong>Schedule<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Add<\/strong> in the widget header lets you create a new meeting\/appointment and return to Home afterward.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> If the Auto-Scheduler count is zero and you have clients, open <strong>Auto-Scheduler<\/strong> and run a plan. If you have fixed commitments (demos, QBR, lunch-and-learn), <strong>Add<\/strong> them as appointments so Auto-Schedule can work around them.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Notifications<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Notifications<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Often shows a count badge when there are messages.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is your in-app inbox for Rithm and teammate messages. Empty state: <strong>No messages<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Notification bell<\/strong> in the top bar jumps you to this section on Home.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Messages can include system reminders (for example sticky\/email-related notices, \u201cno clients yet,\u201d completion prompts, or upcoming meeting warnings) and user-to-user notes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>If you are part of a company account<\/strong>, you may also see a composer to message teammates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Placeholder text similar to <strong>Hello @salesperson<\/strong><\/li>\n\n\n\n<li>Type <strong>@<\/strong> plus a teammate\u2019s name (suggestions help you pick a valid person)<\/li>\n\n\n\n<li><strong>Send<\/strong> delivers the message<\/li>\n\n\n\n<li>If the @name is missing or invalid, you will see a warning that the message needs a valid @name to be sent<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Check Notifications when the bell appears or as part of your morning routine. For team messages, always include a valid @name so the right person receives it.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Sales Advisor<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Sales Advisor<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Available when Sales Advisor \/ AI advice is enabled for your account.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales Advisor is a conversational helper on Home. It may greet you by first name and offer practical sales help, answers to questions, or a heads-up when something needs attention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How to chat:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Read the greeting (if shown).<\/li>\n\n\n\n<li>Type in the field with placeholder <strong>How can I help you today?<\/strong><\/li>\n\n\n\n<li>Send using the send control (title: <strong>Send message<\/strong>).<\/li>\n\n\n\n<li>Read the reply in the conversation area.<\/li>\n\n\n\n<li>If the Advisor offers suggested reply <strong>buttons<\/strong>, tap one to respond quickly.<\/li>\n\n\n\n<li>Use <strong>History<\/strong> in the widget header to open past Advisor conversations. From history you may see <strong>Continue chat ><\/strong> to resume a prior conversation on Home.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important note shown in the UI:<\/strong> <strong>Sales Advisor can make mistakes. Check important info.<\/strong> Treat advice as helpful coaching, not a substitute for your judgment, company policy, or customer facts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Ask concrete questions (\u201cHow should I prepare for a first meeting with a lukewarm prospect?\u201d) or operational ones (\u201cWhat should I focus on today?\u201d). Verify anything critical before you act.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Referrals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Referrals<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Short message: earn referral rewards when anyone gets Rithm with your link, plus a <strong>Refer a friend<\/strong> button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> If you know someone who would benefit from Rithm, use <strong>Refer a friend<\/strong> and share your link. The footer on many pages may also include <strong>Refer a Friend<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Company Goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Company Goals<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Shown for users in a company account. Editing requires permission; others may only see goals after they exist.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Company goals are shared with everyone using Rithm in your company.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Empty (for editors): explanation that you can set company goals here and they are shared with the company<\/li>\n\n\n\n<li><strong>Add<\/strong> \/ <strong>Cancel<\/strong> in the header to start or stop editing<\/li>\n\n\n\n<li>Tip: <strong>You can also select a goal to see the history.<\/strong><\/li>\n\n\n\n<li><strong>Save<\/strong> to store goals<\/li>\n\n\n\n<li><strong>History<\/strong> to review past goals<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Editors should keep goals clear and current. Everyone else should review them regularly so daily activity stays aligned with company priorities.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Personal Goals<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Personal Goals<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(When personal goals are enabled for your account.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Personal goals are for you alone\u2014not shared with teammates. Empty state explains that writing them down and reviewing them each day helps success.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use the same pattern as company goals: <strong>Add<\/strong>, write your goals, <strong>Save<\/strong>, and use <strong>History<\/strong> when you want the archive. Tip text may remind you that selecting a goal shows history.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Keep 1\u20133 active personal goals visible. Review them when you open Home each morning.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Calendar (on Home)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Heading:<\/strong> Calendar<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An embedded calendar on Home shows appointments and place markers so you can skim the month without leaving the dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tips shown under the calendar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Desktop: <strong>Double-click or drag to add appointment<\/strong><\/li>\n\n\n\n<li>Mobile web: <strong>Long-press or drag to add appointment<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When creating or viewing events, you may use dialogs with actions such as <strong>Cancel<\/strong>, <strong>Save<\/strong>, and <strong>View<\/strong>, and fields such as <strong>From<\/strong>, <strong>To<\/strong>, and <strong>Client or account name or address<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Use Home\u2019s Calendar for a quick month view and light edits. Use the full <strong>Schedule<\/strong> screen when you need the detailed day plan, routes, and completion workflow.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Trial reminder (if you are on a trial)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Near Getting Started or Shortcuts, you may see a trial reminder when your trial is ending soon, such as:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Your trial ends in N days. Keep your access uninterrupted.<\/strong> plus <strong>Add a payment method<\/strong>, and a note that <strong>You won\u2019t be charged until your trial ends.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If a payment method is already on file, you may instead see <strong>Thank you for subscribing to Rithm<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Add a payment method before the trial ends if you want uninterrupted access.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Customizing which widgets appear<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Many widgets include a list icon in the header. On Home, that icon opens <strong>Widget selection<\/strong> \/ Home dashboard configuration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Drag to change order<\/strong><\/li>\n\n\n\n<li><strong>Check to enable<\/strong> (or uncheck to hide) widgets<\/li>\n\n\n\n<li>Choose <strong>Return to defaults<\/strong> to restore the standard layout<\/li>\n\n\n\n<li>Optionally create a <strong>custom widget<\/strong> if your account supports it<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What to do:<\/strong> Start with the default layout for a few days. Then hide widgets you never use and move your most-used widgets (for example Today, Upcoming Meetings, and Notifications) higher so less scrolling is needed.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Footer help on Home (and other pages)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of Home you will typically find buttons or links such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Need help?<\/strong><\/li>\n\n\n\n<li><strong>Submit Ideas<\/strong> \/ Feedback<\/li>\n\n\n\n<li><strong>Refer a Friend<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Plus copyright and version information.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">A simple daily routine on Home (web)<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Home<\/strong> after login.<\/li>\n\n\n\n<li>Read <strong>Today<\/strong> \u2014 know appointments, suggested meetings, and completion progress.<\/li>\n\n\n\n<li>Scan <strong>Notifications<\/strong> and clear anything actionable.<\/li>\n\n\n\n<li>Check <strong>Sticky note reminders<\/strong> and <strong>Upcoming Meetings<\/strong>.<\/li>\n\n\n\n<li>Glance at <strong>Company Goals<\/strong> and <strong>Personal Goals<\/strong>.<\/li>\n\n\n\n<li>If your day is empty or thin, use <strong>Auto-Schedule<\/strong> (from Getting Started, Shortcuts, or the Auto-Scheduler menu).<\/li>\n\n\n\n<li>Ask <strong>Sales Advisor<\/strong> only if you want coaching or a quick answer\u2014then verify important details.<\/li>\n\n\n\n<li>Jump into <strong>Schedule<\/strong> to execute the day; return to <strong>Home<\/strong> anytime for the big picture.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Home on web vs iOS (quick note)<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><\/th><th><strong>Web<\/strong><\/th><th><strong>iOS app<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Home dashboard<\/td><td>Yes \u2014 widgets, goals, notifications hub, Sales Advisor (when enabled), embedded calendar<\/td><td>No Home screen<\/td><\/tr><tr><td>Best starting place<\/td><td><strong>Home<\/strong>, then <strong>Schedule<\/strong><\/td><td><strong>Schedule<\/strong> tab<\/td><\/tr><tr><td>Work in similar ways<\/td><td>Clients, Auto-Scheduler, Targets, Settings via menus<\/td><td>Same ideas via bottom tabs (Schedule, Clients, Auto-Scheduler, Targets, Settings)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you mainly use the iPhone app, remember that the dashboard-style overview lives on the <strong>web Home<\/strong> screen. Sign in on the web when you want that full at-a-glance experience; use iOS when you want schedule and client work on the go.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Home screen is your personal dashboard in Rithm on the web. After you sign in, it is usually the first place you land. Think of it as your daily command center: a single page that brings together today\u2019s schedule snapshot, reminders, upcoming meetings, messages, goals, quick actions, and\u2014when available\u2014your&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[30],"class_list":["post-270","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started","ht_kb_tag-home"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=270"}],"version-history":[{"count":1,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/270\/revisions"}],"predecessor-version":[{"id":271,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/270\/revisions\/271"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=270"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=270"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}