How to Keep an Overview of Your Daily Important Action Points Using the Dashboard
Estimated Reading Time: 4 min
Applies to: All Packages (some parts are only for Pro & Premium)
Quick Summary
Your Dashboard gives you a complete overview of the most important action points to organize your day.
It helps you track tasks, payment issues, client milestones, and upcoming activities so you always know what needs attention.
Why This Matters
Managing a studio or coaching business involves multiple daily responsibilities, from payments to client engagement.
The Dashboard centralizes these action points so you can prioritize effectively, avoid missed follow-ups, and keep your operations running smoothly.
Step by Step Instructions
Step 1: Open your Dashboard or Home page of your portal/app: Dashboard
– This is your central overview where all important daily action points are displayed.
Step 2: Review Today’s Tasks
– Check tasks due today and overdue tasks to stay on top of your and your teams responsibilities.
Step 3: Review your Key Dashboard sections.
Use the Dashboard to scan all important action points for the day, including:
– Attention points such as failed automated payments, payments due, and Credit Packs that are about to end
– Upcoming trials so you can prepare or follow up with potential new clients
– Upcoming birthdays to improve client engagement and retention
– Upcoming sessions to stay aware of your daily schedule and workload
Best Practice
Use the Dashboard as your daily control center by reviewing all sections at the start of your day and before finishing work.
Pro Tips
Start with attention points like failed payments or expiring Credit Packs, as these directly impact your revenue
Use client moments like birthdays and trials to create personal engagement opportunities (PRO & Premium)
Combine task management with Dashboard alerts to handle all priorities in one place
Common Questions
Can I see overdue tasks on the dashboard?
– Yes. The Today’s Tasks section shows both tasks due today and tasks that are already overdue.
What are attention points on the dashboard?
– These are alerts such as failed payments, payments due, or expiring Credit Packs that require action.
Do I need to check the Dashboard every day?
– Yes. Daily checks help you stay in control and prevent missed actions.
Related Articles
– How to add your (or your team's) tasks in the schedule
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