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Getting Started

Find your way around the dashboard

Learn how the sidebar groups, pins, search, Settings, the top bar, and the bottom bar are organized so you can reach any page in two taps.

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On this page

The sidebar in four groups

Open Dashboard. The sidebar lists every page in four groups, with the pages in each group in alphabetical order. Getting Started and Dashboard sit above the groups, and Settings sits in the footer of the sidebar.

  • Shop (open by default): Customers, Drops & hours, Forms, Orders, Products, Promotions.

  • Kitchen: Labels, Recipes & Costs.

  • Communicate: Email, Messages, Newsletters, Notifications, Reviews.

  • Website: Analytics, Pages & Posts, QR Codes, Website Editor. Shops that still use the older homepage tools see Homepage Editor and Themes here instead of Website Editor.

Select a group name to collapse or expand it. Kitchen, Communicate, and Website start collapsed, and a collapsed group shows a count badge when something inside it needs attention, such as unread email or reviews waiting for approval. On a desktop you can also collapse the whole sidebar to icons with Collapse sidebar at its edge.

Drops & hours is the Planner. Its address is still /dashboard/planner, and its in-page buttons still read Add to Planner and Planner settings.

Pages that are now tabs

Several former sidebar pages are tabs at the top of a larger page. Their addresses have not changed, so saved links still work.

  • Promotions: Coupons, Gift cards, Store credit, Loyalty.

  • Orders: Physical, Digital, Subscriptions.

  • Notifications: Customer alerts, Text messaging.

  • Pages & Posts: Pages, Posts, Media.

Locations, Plugins, Shop Alerts, and Share & Earn are cards on the Settings page. See Tour of Settings.

Pin what you use every day

Point at any sidebar item and select its pin button; on a phone or tablet the pin is always visible. Pinned items move to a personal block above the groups, in the order you pinned them. Unpin an item the same way.

Search from the sidebar

Looking for something? at the bottom of the sidebar opens the search. Type the name of a page or a setting, such as tipping or website address, and choose a result to jump there. On a keyboard, press ⌘K on a Mac or Ctrl+K on Windows from anywhere in the dashboard.

The top bar and the bottom bar

The top bar keeps notifications, Share & Earn, and View Live Site. The thin bar along the bottom of the window holds Page guide (how the current page works), Help & support, What's new, and, on the right, Ask Copilot. See Get help: Help & support, Page guide, and What's new.

On a phone

The menu button at the top left opens the sidebar as a drawer that fills the screen and closes as soon as you pick a page. Each page's main action floats at the bottom right above the bottom bar, and the bottom bar shortens Help & support to Help. See Run your shop from your phone.

Common problems

  • A page I used is gone from the sidebar. It is probably a tab or a Settings card now. See Where things moved (October 2026), or search for it.

  • The sidebar looks short. Expand a collapsed group by selecting its name. Pinned items are listed above the groups.

  • A tab shows a lock. That feature is part of a higher plan; the page explains what the upgrade unlocks.

Next steps


Keywords

navigation, sidebar, Shop, Kitchen, Communicate, Website, pin, search, command palette, Looking for something, Settings, bottom bar, Drops & hours, Promotions, Pages & Posts

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