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Review the studio dashboard

See current setup and check-in activity from the dashboard. The dashboard shows current organization-scoped setup status and recent check-in activity.

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers, Staff
Required access
organization.membership
Where in PositiveForm
/
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Who this is for

Owners, managers, and staff who need a quick view of studio activity and setup status for the current workspace.

Required access: membership in the selected organization.

Before you begin

  • Select the organization you intend to review. Its name is the branding at the top of the sidebar, with the organization selector directly under it.
  • Select the operating location from the Location control in the sidebar if the organization has more than one. With a single location the control is not shown.

Steps

  1. Select Dashboard in the main navigation, or open /.
  2. Confirm the line under Dashboard, which names your role and how many locations you can work in.
  3. Read the attention banners when they appear: N active members still need a waiver on file opens the members list filtered to that gap, and N walk-in waivers need linking to a member opens the agreement templates page where the walk-in queue lives. Neither is a block on anything; both are work waiting.
  4. Review the Active members, Check-ins today, and Trials today summary cards. Each card is a link: to the members list, to check-in, and to the trial board on the Leads page.
  5. If Get set up · N of M done appears, open the next incomplete task. The tasks are Add members, Check in, Schedule a trial (which opens the pick-or-create trial dialog rather than a page), Configure progressions, and Set up billing. Dismiss hides the checklist for good for you in this organization.
  6. Review Studio check-in activity, which reports its date window, the total in that window, and a day grid of check-in history through yesterday.
  7. Review Birthdays for the next 7 days. Load more birthdays pages through them and then widens the window up to 30 days.
  8. Review Upcoming events for the next 7 days: classes, trial arrivals, and studio events in time order. A class or trial row opens a dialog for checking in, booking a trial into that class, or opening the program; a studio event row opens the event.

Expected outcome

The dashboard shows organization- and location-scoped counts, any waiver work waiting, remaining setup, check-in history, upcoming birthdays, and the next week of classes, trials, and events.

Screenshots

The synthetic studio dashboard with summary cards, check-in activity, and setup status
The synthetic studio dashboard with summary cards, check-in activity, and setup status

Recovery

  • If the counts belong to another workspace, stop and correct the organization or Location selector before opening a record.
  • If a card cannot load, use its retry control when one is offered. Report a finding if the same card still fails after one retry.
  • A missing Get set up section means every setup task is complete, or that you dismissed it. Neither is an error, and dismissing it is permanent for you in this organization.
  • ATT-002 — Record a member check-in from the attendance workspace.
  • SET-001 — Open the full settings index for studio configuration.