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.)
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.
You will be able to see everything that is planned for the coming days and weeks.
Everything that has been archived can be found there, from the most recent to the oldest.
Note that nothing is completely deleted.
Mark all as read (a) / Mark as read (b)
Marks all items in the "Today" list as read.
Allows you to mark one item at a time.
Archive all notifications (a) / Archive (b)
Move all "today" items to the "Archived" section
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.
To learn more about the toolbar, click here