The dashboard gives you a quick glance at the following on one page.
Click on Dashboard (It will take on the page shown below)
The date range will be selected as today’s date by default.
Under FOR you will have the User's name selected who has logged in the Software.
Appointments: View scheduled appointments for the day & also update the status for the same
Follow-Ups: Allows you to view the follow-ups for the day. (Example:- Balance follow up created for a particular client for dated 9th April so automatically Balance follow up will get open on Dashboard & will remind you that you need to contact this client for Balance payment)
Collection: Highlights total collections of the today or in the date range selected.
Total Balances Due: Highlights the total balance to be received from all your clients for the today or in the date range selected.
Post Dated Cheque to be deposited: Gives information about post-dated cheque's to be deposited today or in the date range selected.
Irregular Members: Reflects the name of the clients who have not visited the gym for the last 10 days. (Biometric integration is required to get this data)
Membership Expires: Reflects the name of the clients whose membership is getting expired today or in the date range selected.
Anniversary: Reflects the name of the clients who have their anniversaries today or in the date range selected.
Birthday: Reflects the name of the client who has their birthday today or in the date range selected.
1. Can we check missed follow-ups?
Ans: Yes, you can check missed follow-ups by selecting date range. If not then you can also refer to Follow ups reports.