Estimated reading time: approx. 2'30". |
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.
💡 To stay efficient with the dashboard, keep only the latest notifications.
Use this button to remove all notifications at once.
They'll simply be moved to the “Deleted” section. You'll then be able to find them again if you need to. |
Description
Today
Let's see notifications and tasks that are scheduled:
“Late”: those that have been scheduled for a past date.
“Today”: those to do for the present day.
Upcoming
You will be able to see everything that is planned for the coming days and weeks.
Deleted
Everything that has been deleted can be found there.
Note that nothing is completely deleted.
❗ Note that nothing is completely deleted. Instead, notifications are sent to the deleted section.
Mark all as read (4a) / Mark as read (4b)
Marks all items in the “Today” list as read.
Allows you to mark one item at a time.
Delete all notifications (5a) / Delete (5b)
Move all “today” items to the “Deleted” section
Allows you to move an item to the “Deleted” section.
Write to a client
From a notification, you will be able to quickly send a message to your client.
Afterward, 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.
💡 Did you know?It's possible to stop receiving notifications of a type.
To do this, click on the notification, and go to “Actions”. Then click on “Disable these notifications”.
⚠️ Attention! This action will be applied to all your customers.
To reactivate it, you'll need to contact a Hexpert.
 |