Dashboard & Navigation

The sidebar is your main menu. What you see depends on your role, your plan, and which sections the owner has enabled in Settings.

Top bar

• Organization switcher: move between organizations.
• Notifications: invitations, sales, invoices, and booking updates.
• User menu: profile, account, and logout.
• Mobile menu: same links, smaller layout.

Sidebar sections

Most organizations use these groups:

• Dashboard : overview, patrons, recent sales, community feed
• Finance: Invoices , Expenses , Customers , Store Sales , POS (beta)
• Community: Connections and Resources
• Operations: Calendar , Projects , Tasks , Products , Teams
• Bottom links: Settings , Help, Support

Where sales & bookings live

Task	Go to
Fulfill store orders (pickup, ship, tickets, paid rentals)	Store Sales
Confirm rental requests & send payment link	Product Bookings
Approve resource lend requests	Resources
View patron subscribers	Dashboard Patrons card or Subscriptions

Full guide: Bookings & Calendar.

Quick actions

Most pages have a main button at the top (for example: New Project, Add Expense, Invite Member).

Owner controls

Owners can show or hide menu sections in Settings → Advanced (including Store Sales, POS, Calendar, and more).

Need help again?

Open Help from the sidebar or bookmark https://www.seedlingcrm.com/help/getting-started.