Dashboard - Tips and Best Practices

Practical guidance for getting the most value from your Dashboard on a daily, weekly, and monthly basis.

Tips for Daily Use

For Facility Managers

Morning Routine:

1. Check for failed payment alerts (red badge)
2. Review today's booking schedule
3. Verify all smart devices show green status
4. Check for reviews needing responses

Weekly Review:

1. Examine revenue trends over the past 14 days
2. Look at booking patterns for the coming week
3. Review website lead events to understand marketing effectiveness
4. Check peak time insights to optimize staffing

Understanding Alerts

Red Badges - Require immediate attention (failed payments, low batteries)

Orange Warnings - Need attention soon (device issues, configuration needed)

Info Icons - Hover over these for helpful explanations about what each section means

When to Take Action

Failed Payments - Address these within 24 hours to maintain cash flow and member accounts

Low Battery Alerts - Especially critical for safety devices like duress buttons; recharge or replace immediately

Unanswered Reviews - Respond within 48 hours for best customer engagement

Offline Devices - Check as soon as convenient; may impact member experience

Best Practices

Daily Checks

Make it a habit to review your Dashboard each morning. Look for:

• Red alert badges that need immediate attention
• Today's booking schedule
• Any offline devices

Weekly Reviews

Set aside time each week to:

• Analyze revenue trends
• Review upcoming bookings for staffing needs
• Respond to customer reviews
• Check website lead generation

Monthly Planning

Use Dashboard insights to:

• Identify peak and off-peak patterns
• Plan marketing campaigns based on lead events
• Schedule maintenance during quiet periods
• Set revenue goals based on trends

Stay Connected

Ensure your Member Management System and other integrations remain connected. Regular data flow keeps your Dashboard accurate and useful.

Regular Dashboard review helps you stay informed and make data-driven decisions that improve member experience and business outcomes.