Dashboard
Overview
The Dashboard is the starting point that displays all important information in one place. It gives you an overview of today's schedule, monthly statistics, and shortcuts to various features.
How to Access
- Tap the "Home" tab (house icon) on the bottom navigation bar
- The Dashboard automatically displays when you open the app
Dashboard Components
1. Header
Displayed at the top of the page:
- Greeting - Changes based on time:
- "Good morning" (before noon)
- "Good afternoon" (12:00 - 17:00)
- "Good evening" (after 17:00)
- Your Name - Displays your set name
- Bell Icon - Notifications (red dot when there are unread notifications)
Usage: Tap the bell icon to view all notifications
2. Today's Progress Card
A large dark card showing today's appointment summary:
Information displayed:
- Total sessions for today
- Progress bar - Shows completion ratio
- Today's income - Total from completed sessions (shown in green)
Session Status:
| Status | Color | Meaning |
|---|---|---|
| Completed | Green | Session finished |
| Scheduled | Blue | Pending |
| Cancelled | Red | Was cancelled |
| No-show | Orange | Client didn't show up |
Usage: Tap the card to go to the Calendar page
3. Pending Payments Card
Shows when: There are payment notifications awaiting verification
Information displayed:
- Number of items awaiting verification (shown as red badge)
- Text "X items awaiting verification"
Usage: Tap to go to payment verification page
4. Setup Todo Card
Shows when: There are items not yet configured
Reminders for:
- Payment Account (Red) - Bank account not set up
- Package Templates (Orange) - No templates created
- Clients without templates (Orange) - X clients have no template assigned
- Clients without packages (Blue) - X clients have no package
Usage:
- Tap an item to fix it
- Tap the ? icon for more information
5. Stats Carousel
Swipe left-right to view 3 pages:
Page 1: This Month's Income
- Net income (Income - Expenses)
- Comparison with last month (shows % increase/decrease)
- Tap to go to Finance page
Page 2: Active Clients
- Number of active clients
- Total number of clients
- Tap to go to Clients page
Page 3: Sessions This Month
- Number of completed sessions
- Tap to go to Calendar page
Tip: Watch the dots below to know which page you're on
6. Today's Sessions
List of all today's appointments, sorted by time
Information in each card:
- Time - Start-end time
- Color bar - Shows status (see status table above)
- Client name - If Group, shows multiple names
- Location - Gym name or "Online"
- Price - Shown when price is set
- Status icon - Shows current status
Group Session Badge:
- Cards with multiple clients show a badge with person icon and number
Usage: Tap a card to view session details
7. Reschedule Requests
Shows when: There are reschedule requests from clients
Information displayed:
- Number of pending requests
- Client names requesting reschedule (max 3 items)
- Requested date/time
- Color dots:
- Green = Requested time is available
- Red = Requested time conflicts with another appointment
Usage: Tap to go to reschedule requests management page
8. Booking Requests
Shows when: There are booking requests from clients
Information displayed:
- Number of pending requests
- Client names requesting booking (max 3 items)
- Requested date/time/location
Usage: Tap to go to booking requests management page, or tap "View All"
9. Homework
Shows when: There are homework items to handle
Shows 2 statuses:
- Pending Review - Homework submitted by clients, awaiting your review
- Pending Submission - Homework assigned, awaiting client submission
- Shows "Overdue" badge when there are overdue submissions
Usage: Tap the status card to view details
10. Quick Actions
Shortcut buttons to frequently used features, arranged in 3 rows:
| Button | Color | Function |
|---|---|---|
| Create Appointment | Purple | Create new appointment |
| Add Client | Pink | Add new client |
| Booking Requests | Blue | View booking requests |
| Reschedule Requests | Orange | View reschedule requests |
| Manage Templates | Green | Create/edit package templates |
| Sell Package | Gold | Sell package to client |
11. Insights
Shows when: There's interesting data
System automatically shows insights such as:
- "This month's income increased X% from last month"
- "This month's income decreased X% from last month"
- "X active clients"
- "Great! All appointments completed today"
Refreshing Data
Pull to Refresh:
- Pull down from the top of the screen
- Wait until data finishes loading
- All data will be updated
Tips for Using
- Check Dashboard every morning - Review today's appointments and tasks
- Respond to reschedule requests quickly - Helps clients plan
- Verify payments immediately - When badge appears
- Use Quick Actions - Save time accessing features
- Read Insights - Helps understand business overview
FAQ
Q: Why is income amount incorrect?
A: Income is calculated only from sessions with "Completed" status. Check if you've completed the sessions.
Q: Some cards don't show?
A: Some cards only display when there's data. For example, reschedule requests only show when there are pending requests.
Q: How is comparison with last month calculated?
A: System compares this month's income (up to today) with the entire previous month.
Q: What does "Active Clients" mean?
A: Clients with Active status in the system (not including Archived or inactive ones)