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Dashboard

Understand your school overview and daily priorities.

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6 step-by-step guides

  1. 1Use Overview and quick actionsRead the dashboard's operational snapshot and start common client, scheduling, event, and blockout work.Overview is available to internal users; quick actions require schedule-management access.
  2. 2Use Assistant and review proposed actionsAsk Assistant for help, complete guided requests, and review approval or connection prompts before anything proceeds.Requires Assistant access in the school's plan and your role.
  3. 3Read and manage notificationsFilter notifications, review their context, follow the recommended action, and clear items you no longer need.Available from the dashboard utility bar; notification content depends on your access and school activity.
  4. 4Find an invoice, understand its status, collect payment, or send a payment linkFind the correct invoice, review what is owed, and safely collect a card payment or send the payer a link.Requires client-billing access, school billing authorization, and payment setup for live collection.
  5. 5Add discounts, record refunds, or void an invoice safelyAdjust an invoice with a discount, refund an eligible payment, or void an invoice after reviewing the impact.Requires billing access; each action appears only when the invoice is eligible.
  6. 6Use report templates, the custom builder, and save, share, or export resultsStart from a quick view or dataset, refine a report, save it privately or for the team, and export complete results.Available to owners and admins when advanced reporting is included and enabled.