Skip to content
  • There are no suggestions because the search field is empty.

Using the Today Tab

The today page allows you to quickly see what's coming up and what needs to be addressed so  you can stay on track throughout your day..

In This Article

Your Schedule

The main section of the Today Tab displays your staff schedule for the current day, including:

  • Upcoming classes and appointments you are assigned to
  • Session times, locations, and client counts
  • A list or calendar view toggle so you can choose how you prefer to see the day

Notifications and Schedule Alerts

On the right-hand side of the Today Tab, under Notifications and Schedule, you'll find a set of at-a-glance alerts that highlight items requiring follow-up. 

Pending Purchase Requests

Clients have been sent purchase suggestions (for passes, plans, or products) that they haven't yet accepted or declined.

  1. Click Pending purchase requests on the Today Tab.
  2. Review the list — requests are shown newest first.
  3. Follow up with clients as needed, or cancel requests that are no longer relevant.

TIP
Purchase requests don't expire on their own, so it's a good habit to review this list regularly to keep things tidy. You can also track them under Reporting > Financials > Invoices and filtering by Purchase Request status.

Birthdays This Week

Here is a count of clients who have birthdays this week. Use this as a fun opportunity to reach out and make clients feel appreciated.

Note
A count of 0 simply means no clients have birthdays on record this week.

Unsigned Waivers

Clients who are missing a required waiver signature on their account.

  1. Click the Unsigned waivers alert to see who is affected.
  2. Reach out to those clients and ask them to complete their waiver before participating in services.
  3. Clients can sign waivers online through their client profile or at check-in.

Unpaid Invoices

Clients have open invoices that have not been paid.

  1. Click the Unpaid invoices alert to view the outstanding balances.
  2. You can collect payment directly from a client's profile, or reach out to arrange payment.
  3. For a full report, go to Reporting > Financials > Invoices.

Clients with Account Credit

Some clients have a positive account credit balance on their profile — money that can be applied toward future purchases.

What to do:

  • No immediate action is required, but this is useful to know when a client is checking out.
  • Account credits are applied automatically at checkout or can be manually applied when processing a payment.

Tip
If a client asks about their balance, you can view and manage their account credit from their client profile page.

Subscribe

The Subscribe button lets you automatically sync your appointments, classes, and courses with your preferred calendar software (such as Google Calendar, Outlook, or Apple Calendar). Click the Subscribe to Calendar button and follow the prompts

Related Help Articles