Customise your dashboard layout

The dashboard is the first screen you see, and what belongs at the top of it depends on your job. A front desk lead wants expiring packs and today's activity. An owner wants revenue and renewals. Rather than compromise, you can arrange your own.

Everything on this screen is set through one control: Configure, above the cards on the right.

Your layout is yours alone

This is the part worth knowing before anything else: the layout is saved to your own staff account, not to the studio.

Nothing you turn off here disappears for anyone else, and nothing a colleague turns on appears for you. If a card is missing for a colleague, ask them to open Configure while signed in to their own account. Dashboard layout is not a studio-wide setting.

Changes save as you make them. There is no Save button and nothing to confirm.

Choose which cards you see

Select Configure, then tick or untick each card in the list.

Cards about day-to-day operations are on by default. These include Expiring Packs, Failed Payments, Upcoming Renewals, Paused Memberships, Trials, New Clients and Landing Page.

Cards that mirror a report are off by default. Examples include Monthly Recurring Revenue, Churn Rate, Cohort Retention and Customer Lifetime Value. Turn on the reports you want to see regularly.

The list only offers cards your role can see, so it can be shorter for some staff than others. Cards carrying financial figures, such as Upcoming Renewals, are limited to the Owner and finance roles, and Failed Payments only appears for staff who can work on them. A card that is missing from your list is a permissions question for whoever manages your staff accounts, not a layout one.

Put the cards in order

Every visible card has three controls in its header:

• The up arrow moves the card one place earlier.
• The down arrow moves it one place later.
• The grip handle drags the card to wherever you want it.

The arrows are the reliable option on a touchpad, and the only option if dragging is awkward for you. Both do the same thing, and both save straight away.

Move or hide the activity timeline

The timeline across the dashboard shows bookings, purchases, cancellations and check-ins as they happen. Two settings at the top of the Configure panel control it:

• Show activity timeline hides it entirely when switched off.
• Timeline position puts it Above dashboard cards or Below dashboard cards.

With the timeline switched off, the position selector is unavailable — there is nothing to position. Switch the timeline back on and it becomes available again.

If you spend your day watching activity, put it above. If you open the dashboard for numbers first, put it below or turn it off.

Start again

Reset layout, at the bottom of the Configure panel, puts every card back to its default visibility and order, and returns the timeline to its usual place below the cards. It only resets your own layout.

This is the quickest fix when you have hidden something and cannot remember what, or when a rearranged dashboard is no longer helping.

Common questions

A colleague and I are looking at different dashboards. Is something wrong? No. Each staff account keeps its own layout, so two people on the same studio will see different cards in a different order if they have arranged them differently.

I hid a card and now I cannot find it. Open Configure and look for it in the list — hidden cards stay there with their checkbox cleared. If it is not in the list at all, your role does not have access to it.

Do I have to save? No. Each change is saved as you make it.

Will my layout follow me to another device? Yes. It is stored against your account, so signing in elsewhere gives you the same arrangement.

A card is on but shows nothing. An empty card can mean there is currently nothing to show. For example, Expiring Packs is empty when no pack is close to expiring, and Failed Payments is empty when there are no unresolved renewals.