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Dashboard - Main screen
Dashboard - Main screen

The dashboard is a place where you can see to-dos and past actions at a glance.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

What is the dashboard for?

It is from here that you can find the actions that have been taken by your customers, tasks to do, as well as notifications.

  • Birthday of one of your clients. (based on the date of birth listed).

  • Comment left in a program.

  • Document completed by a client.

  • Training session completed.

  • Announcement of new features in the software. (Updates, added features, etc.)

  • And more.


  1. Today

    • Let's see notifications and tasks that are scheduled:

      • "Overdue": those that have been scheduled for a past date.

      • "Today": those to do for the present day.

  2. Upcoming

    • You will be able to see everything that is planned for the coming days and weeks.

  3. Archived

    • Everything that has been archived can be found there, from the most recent to the oldest.

    • Note that nothing is completely deleted.

  4. Mark all as read (a) / Mark as read (b)

    1. Marks all items in the "Today" list as read.

    2. Allows you to mark one item at a time.

  5. Archive all notifications (a) / Archive (b)

    1. Move all "today" items to the "Archived" section

    2. Allows you to move an item to the "Archived" section.

Write to a client

  • From the notifications, you will be able to quickly send a message to your client.

  • Afterwards, you can go to the messaging to see his answer or start a new conversation.

See a comment left in a session

  • When a client leaves you feedback after a workout ends, you'll be able to see it at a glance from the notifications.

Further information

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