> For the complete documentation index, see [llms.txt](https://btwb.gitbook.io/btwb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://btwb.gitbook.io/btwb/admin/the-dashboard.md). # The Dashboard The Dashboard is your gym's home page in BTWB: today's numbers, schedule, and payments, and the members who need your attention, all on one screen. ### Overview The **Dashboard** is where owners and admins land when they open their organization. It shows how the gym is doing today: membership numbers, the class schedule, payments, and the members who need a follow-up. To come back to it from any page, click **Dashboard** in the sidebar. At the top, a greeting shows today's date, the time at your gym, and a quick summary of today's classes, such as *"3 classes done, next up at 9:30 AM"*. *** ### Who Sees the Dashboard * **Owners and admins** see the Dashboard. * **Other staff** land on the **Clients** page if they can open it, or on the first page their permissions allow. *** ### Performance The top row has three large tiles: * **Revenue this month** — Money collected since the 1st, compared with the same days last month, with a small chart of each day's revenue. Click it to open [Gym Reporting](/btwb/admin/gym-reporting.md). * **Check-ins today** — Class check-ins today across all your locations. The bar chart shows this week's check-ins for each day next to that weekday's average over the last two months. Hover over a bar to see the numbers. * **Active Members** — Clients with at least one active membership, with a 30-day trend. Class packs, drop-ins, and trials don't count. Click it to open the Memberships report. Below them, five smaller tiles: | Tile | What it counts | Click it to open | | --------------- | ------------------------------------------------- | ------------------------------ | | **Canceled** | Memberships canceled this month | — | | **New Members** | Clients whose first membership started this month | The Clients page, Member Since | | **Paused** | Clients with a paused membership | The Memberships report | | **Past Due** | Clients with a past-due membership | The Clients page, Past Due tab | | **Expiring** | Memberships set to end in the next 14 days | — | *** ### Schedule The **Schedule** card shows the day's classes or appointments. * Use the arrows to step to the previous or next day. * If your gym has more than one location, pick a location. Each one shows how many classes it has that day. * Switch between **Classes** and **Appointments**. Each class shows its time (with a **LIVE** badge while it's running), its name, how many spots are booked out of its capacity (in red when it's full), the waitlist, how many clients have checked in, and the coaches. Click a class to open its reservations and check clients in. See [Managing Reservations & Check-ins](/btwb/admin/scheduling/class-schedules/managing-reservations-and-check-ins.md). Each appointment shows its time, the client, the appointment type and coach, and its length. The bottom of the card totals the day's check-ins, reservations, and waitlists. On a computer, a day with many classes spreads over pages of eight. On a phone, the card lists the whole day. *** ### BTWB AI The **BTWB AI** card suggests questions to ask about your gym. Use the arrows to see more suggestions. Click one, or type your own question in **Ask about your gym…**, and BTWB AI opens with your question. See [BTWB AI](/btwb/admin/btwb-ai.md). *** ### Payments The **Payments** card has three tabs, each with its own date range: * **Failed** — Charges that didn't go through, with the reason, the amount, and how many times it's been tried. Choose **All**, **7 days**, or **30 days**. * **Recent** — Payments collected, with the card used and when. Payments that were later refunded stay on the list and show how they ended. Choose **24 hours**, **7 days**, or **14 days**. * **Upcoming** — The next charges on recurring memberships. Choose **All**, **Today**, **7 days**, or **30 days**. Click a payment to open that client's profile. On the **Failed** tab, hover over a payment to **Retry** or **Void** it. On a phone, tap the payment instead. * **Retry** lets you choose the card to charge, or add a new one, and shows the result right away. * **Void** marks the payment as voided, so it can't be collected. It stays in the payment history. See [How to Void an Invoice in BTWB](/btwb/admin/memberships-and-billing/sell-membership-products/how-to-void-an-invoice-in-btwb.md). On the **Recent** tab, hover over a payment and click **⋯**, or tap the payment on a phone. You get the same actions as on [The Payments Page](/btwb/admin/memberships-and-billing/the-payments-page.md): * **View client** opens the client's profile. * **Download invoice** and **Download receipt** open the PDF in a new tab. * **Send receipt** emails the receipt to the client. * **Refund payment** refunds all or part of the payment, then shows whether the refund went through. If it didn't, you'll see Stripe's reason. Which actions show depends on the payment. For example, cash and check payments have no receipt, and a fully refunded payment shows **Fully refunded** instead of **Refund payment**. On a computer, you can also click a client's name on the Failed and Recent tabs to open their profile. The bottom of the card shows the total for the whole date range, not only the rows you can see. **View All** opens the matching list on [The Payments Page](/btwb/admin/memberships-and-billing/the-payments-page.md), or the Upcoming Charges report. *** ### Missing in Action **Missing in Action** lists active and past-due clients who haven't checked in for a while. Choose **7d**, **14d**, **21d**, or **30d+** to set how long. Each client shows when they were last seen, or "Never checked in" if they haven't checked in since their plan started. Click a client to open their profile. **View All** opens the full Missing in Action report in [Gym Reporting](/btwb/admin/gym-reporting.md). *** ### Activity Feed The **Activity Feed** shows what's happening at your gym as it happens: check-ins, reservations, late cancels and no-shows, booked appointments, memberships started, canceled, or past due, paid and voided invoices, new clients, and more. New activity appears at the top on its own, and older activity loads as you scroll. *** ### Birthdays **Birthdays** lists the active, past-due, and paused clients with a birthday coming up. Choose **7 days**, **14 days**, **21 days**, or **30 days**. Each client shows the date and the age they're turning, and today's birthdays stand out. Click a client to open their profile. **View All** opens the Birthdays report. *** ### Past Due Memberships **Past Due Memberships** lists each membership with an unpaid invoice, longest overdue first, with the amount owed and how many days late it is. Click a client to open their profile. **View All** opens the [Clients](/btwb/admin/clients/managing-clients.md) page filtered to past-due clients. *** ### Notes for Admins and Coaches * Dates and times on the Dashboard use your gym's time zone. * On a phone, the cards stack in one column, in the same order as on a computer. * The Dashboard replaced the Overview page and its grid of shortcuts. To reach your organization settings, click your organization's name at the top of the page and choose an item under **Manage**. *** ### Related Articles * [Gym Reporting](/btwb/admin/gym-reporting.md) * [The Payments Page](/btwb/admin/memberships-and-billing/the-payments-page.md) * [How to Void an Invoice in BTWB](/btwb/admin/memberships-and-billing/sell-membership-products/how-to-void-an-invoice-in-btwb.md) * [Managing Clients](/btwb/admin/clients/managing-clients.md) * [The Client Detail Page](/btwb/admin/clients/the-client-detail-page.md) * [Managing Reservations & Check-ins](/btwb/admin/scheduling/class-schedules/managing-reservations-and-check-ins.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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