- Help
- Getting started
- The Overview page
The Overview page
The landing page after login — but only for an account owner/admin. A "member" staff role is redirected straight to the first screen their own Roles open instead; they never see this page. Shows a setup checklist for a brand-new site (create a page, add a product, connect payments, etc.), the account's subscription/payment status, four figures (Revenue (30d), New contacts with a growth %, Active funnels, Email open rate), and recent payments. It never needs an existing site to open — it is where a tenant is guided to create their first one.
On this page
Common tasks
Build from what you typed on the homepage
If you tried the AI builder on Lazycom's homepage before signing up, Lazzy opens here once with that description in the message box. Nothing has been built or sent yet: change it if you like and press send to have Buildr make your first page.
Link to this answerSee what's left to set up
The setup checklist panel lists remaining steps with a link to finish each one. "Set up this business" is about the business (what it sells, its kind), once per business. It is not your personal profile: your name and picture are on the Profile page.
Link to this answerCheck top figures
Revenue (30d) (a "Multiple currencies — see full report" note when it can't be shown as one number), New contacts (with growth %), Active funnels, Email open rate. When orders are confirmed but their money has not arrived yet (cash on delivery before delivery, an unpaid bank transfer), "Confirmed sales (not yet paid)" shows beside Revenue; it is never added into Revenue.
Link to this answerSee billing status
Subscription Status and recent payments (each with its own Status) are on this page too.
Link to this answerSwitch between sites
The site switcher in the sidebar (visible once an account has more than one site).
Link to this answerGo to the Lazycom website
The Lazycom logo (top of the sidebar, and "Powered by Lazycom" at the bottom) opens the Lazycom homepage. On the public site, a signed-in person sees their avatar and name in the header instead of Log in / Get Started; its menu has Dashboard and Sign out.
Link to this answerSee where you are
The bar at the top of every dashboard page shows the trail to the page you are on, for example "Sales / Products / Edit product". The department (Sales) is plain text; the pages before the last are links that take you back up. On a phone only the page you are on is shown. The browser tab names the page too ("Edit product · Products | Lazycom"), so several open tabs are easy to tell apart. The trail only names pages the person can see in their own menu.
Link to this answerJump into a section
Every item in the sidebar departments (Sales, Follow-up, Customer Care, Operations, Logistics, Marketing, Retention, Finance, Data) links from here.
Link to this answerRead big numbers easily
Counts such as total contacts, active funnels and "1–25 of 12,450 orders" on every list show their thousands separators the way your shop's country writes them (1,234,567 in Nigeria, Ghana, Kenya and the UK, 12,34,567 in India, 1 234 567 with spaces in South Africa). The country is the one in Settings > General > business address; a shop without one uses its currency's home country, and otherwise the common 12,450 style. Money amounts are not changed by this.
Link to this answerPages stay put
Moving between the tabs of an area (Settings, Reports, Accounting, Automations, Leads, Logistics) keeps the page the same width and in the same place, so nothing shifts sideways. A short form sits on the left, under the first tab, rather than jumping to the middle. The page also keeps room for its scroll bar, so the content does not move when a page becomes long enough to scroll.
Link to this answerGive the page more room
The arrow button at the top of the left menu folds it into a narrow strip of icons; press it again to open the full menu. In the strip, hover (or Tab to) an icon to see its name, and the number badges such as unread chats stay on the icon. Lazycom remembers your choice on that browser. On a phone the bottom bar is used instead, as before.
Link to this answerScroll bars match the brand
Inside the dashboard the scroll bars are thin and orange (a little darker when you point at one), in both the light and dark looks. Your public site and checkout pages are not changed.
Link to this answerSearch the whole dashboard
The Search box at the top (on a phone, the magnifying-glass icon; on a computer, press Ctrl+K or Cmd+K) finds products (name, SKU, category), orders (customer name, email, phone, order id), contacts, leads, funnels, pages, staff and Settings screens as you type, five per group. Click one, or arrow down and press Enter, to open it. You only see what your role is allowed to open; a sales closer finds only their own orders, and a WhatsApp rep only their own chats. It is free and never uses AI credit. The last row, "Ask Lazzy", opens this chat with your words ready to send; sending that question uses AI credit as usual.
Link to this answerFind out why sales are slow
Ask Lazzy "why am I not selling?". It checks products and stock, payment methods, whether the homepage or a funnel is live, funnel visitors, unfinished checkouts, orders against the 30 days before, and failed deliveries, then names the likely cause with the page to fix it on. Owner and admin only.
Link to this answerSpot the main button
The button that does the main thing on a screen (Save, Add, Send, Pay) is the same deep orange with white text everywhere in the dashboard, so it is the one to look for. The lighter orange is only used for small marks such as dots, progress bars and switches.
Link to this answerNo task matches. Try fewer words, or search all of Help.
Limits and plan gating
No entitlement gates the Overview page itself, but a "member" account role never lands here — only owner/admin do; individual sections it links to carry their own gates (see their knowledge files).
Still stuck?
Tell us what you were trying to do and we will help you finish it.
Still stuck?
Ask Lazzy in your dashboard. It can look at your own orders and settings with you.