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.
Follow-up feature provides a convenient classification in Follow-up types. The classification of Follow-ups will allow the representative to know the type of Follow-up they have to perform. This will help to increase the effectiveness and clarity to ...
The Dashboard is a one stop page for the users to navigate to different tabs. It will have links to User schedules, Join Classes, View & Buy Offers/Campaigns, Buy Memberships, View upcoming classes and a left menu that further includes User Profile, ...
This feature will enable to create an Appointment in the Calendar Feature. Appointment booking can be paid or free for all like Trial or free for members. The feature depends on the configuration of the purpose that allows the staff to create the ...
Offer buy flow will help you to complete your purchase through the offer. The feature will enable you to: Choose the offer from the list of running offers of the club. Select the desired Membership or Add-on products that are available under the ...
Manual follow-up types are those follow ups which will need to be opened by the staff whenever required and will reflect on the Dashboard of the staff as per the date selected manually. This type of Follow-up will give you a convenient classification ...