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What is on the Dashboard?

What does my dashboard include

A
Written by Alex Forde
Updated over 2 months ago

The Dashboard contains 10 sections containing information to assist you in the day-to-day running of the business. They include:-

  1. Your Upcoming Tasks - This is a list of uncompleted tasks that have been assigned to the person who is signed in to the Pogozo Account.

2. Incomplete Appointment Notes - This list provides the viewer with a list of appointments which have been held but for which no appointment note has been completed.

3. Appointments and Classes - The appointments and classes section will notify you what, if any, appointments and classes you have for the day.

4. My Goals - This section reminds the viewer of the goals that they have set themselves. It also affords them the opportunity to add a new goal should they so desire.

5. Student Notes

6. Clients on Wait List - This section provides the viewer with information as to what clients have requested to be placed on wait lists and the dates they have sought.

7. New Clients - This section provides the viewer with information as to new clients to the business and, if available, the date of their next booking.

8. Client Milestones/Anniversaries - This section provides the viewer with information of clients' upcoming milestones and anniversaries.

9. Invoices Due - This section provides the viewer with a list of overdue invoices that will enable the viewer to take appropriate action in respect of the unpaid invoices.

10. Stats - This section provides the viewer with a brief overview of the staff's performance that can be broken down into appointments and classes.

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