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.


Description

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    • Everything that has been archived can be found there, from the most recent to the oldest.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