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Mobile: Admin Mobile Home Dashboard FAQ

Updated over a week ago

What is the Home Dashboard?

The Mobile Home Dashboard is the mobile app's landing page, and it includes widgets that provide a glance into specific sections of the system, such as your account's finances, organization's finances,ย social feed, and more!

Can I customize my home dashboard?

Yes! Tap the hamburger icon > Settings & Privacy, then use the toggles to enable or disable the widget from your home dashboard. Then, tap, hold, and drag to reorder the widgets as desired.

How can I force data to refresh on the home page?

Tap and hold the page, drag it down from the top of the screen, and release it to refresh it.

I hid the Provide Feedback widget. How can I get it back?

You must access your website, then prompt a user to give feedback via Business Publisher for the widget to reappear in the app.

How do I see the number of enrolled members from last month?

Scroll to the Class Management/Attendance widget, tap the arrow, then toggle Percentage to Count.

How can I view members' birthdays and send a greeting?

Tap the hamburger icon > Birthday Tracker, then check the desired member's box and tap Message. Select the desired message type and tap Create Message, then fill out the message as desired. When finished, tap Send.

Helpful Tip! In the Create Message page, tap Use Canned Message to access or create message templates. You can make a Canned Message specifically for birthday messages.

How can I view all a member's attendance records?

Tap the hamburger icon > Accounts/Members, then tap the Members tab. Locate and tap the desired member, then tap the Attendance tab in their profile. Set the desired date range, and tap Classes or Practices to filter the view.

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