# Overview

> Your project's home page: the decisions and invoices waiting on you, your designer's contact details, your rooms, documents and recent activity.

Source: https://docs.moodiri.com/for-clients/overview

![Client portal Overview greeting Alex for Lombard Street Loft, with 1 decision and 2 invoices waiting, $23,979.50 due, the retainer summary and the side navigation.](https://docs.moodiri.com/shots/for-clients--overview-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/for-clients--overview-annotated.webp
Callout 1: Overview
Callout 2: Navigation


The Overview is the first page you see after signing in. It answers one
question: is anything waiting on me? Decisions, invoices and new files are
gathered here, so you don't have to dig through emails to find them.

## What you see here

- **Hello card.** Today's date and a line such as *2 decisions and 1 invoice are
  waiting for you*, or **Everything is on track.** when nothing is. Buttons take
  you straight to the next step: **Review 2 decisions**, or **Pay overdue
  invoice** when an invoice is past due.
- **Invoicing.** The amount due now (or overdue, shown in red), plus your
  **Outstanding** and **Paid** totals. **All clear** means no invoice is overdue.
- **Waiting on you.** Each open decision, invoice and new document, with its room
  and due date. Choose one to open it. When the list is empty you see **You're
  all caught up.**
- **Your designer.** Their name, photo, how quickly they usually reply, and their
  email and phone.
- **Your rooms.** A strip of your spaces. Choose one to see what's chosen and
  what still needs your review. See [Spaces and briefs](https://docs.moodiri.com/for-clients/spaces-and-briefs).
- **Documents** and **Recent activity.** The latest shared files and project
  updates, each with a link to see them all.

## Getting around

The menu on the left (or behind the menu button on a phone) holds **Overview**,
**Approvals**, **Spaces**, **Selections**, **Invoices** and **Documents**. Below
it:

- **Your designer's photo** opens [chat](https://docs.moodiri.com/for-clients/chat-with-your-designer). A
  red number shows unread messages.
- The gear opens [Portal settings](https://docs.moodiri.com/for-clients/portal-settings).

At the top right, the bell shows [notifications](https://docs.moodiri.com/for-clients/notifications-and-activity),
and your initials open a menu with **Settings**, **Dark mode** and **Log out**.

## Retainer balance

If your designer took a retainer (a payment up front that's held for later
invoices), a card shows **Your retainer with** your designer's studio. It lists
what you **Paid**, the amount **Applied to invoices**, and what is
**Remaining**. A retainer you haven't paid yet shows **Awaiting payment**.

The card is for reference only; there's nothing to do on it. If the retainer is
cancelled or refunded, the card says so instead of showing a balance. Projects
without a retainer don't show the card.

## Call or book a time with your designer

The **Your designer** card has three buttons:

- **Email** opens a new email to your designer.
- **Call** dials their phone number. It's greyed out when no number is on file.
- **Book** opens your designer's booking page so you can pick a meeting time. If
  they haven't set one up, you see **Booking isn't available yet** instead.

> **Tip:** For questions about the project, [chat](https://docs.moodiri.com/for-clients/chat-with-your-designer)
> keeps the conversation with the project instead of in your inbox.

## Limits

- The retainer card is read-only, and it only appears when your project has a
  retainer.
- **Book** works only after your designer adds a booking link in their settings.

## Questions

### What does "Everything is on track" mean?

Nothing is waiting on you right now: no open decisions and no invoices that need a payment.

### Why doesn't the Book button work?

Your designer hasn't turned on meeting booking yet. Email or call them instead, or ask them to add a booking link.