Must know
- Home is where you land after signing in. The class calendar is Dashboard > Calendar in the sidebar.
- Action Items gathers what needs attention: past-due invoices, missing waivers, lapsing memberships, programs ending soon, achievements waiting to publish and recent refunds.
- You only see the cards your role and plan allow. The count badge on Home in the sidebar adds up only the items you can see.
- Home and Action Items both need the View Dashboard permission.
What each card lists.
All clear. When every card you can see is empty, Home shows one All clear card: “Nothing needs your attention right now.” While Getting Started is showing, the All clear card doesn’t appear.
The Action Items page. View all opens Action Items (“Everything that needs attention: refunds, waivers, memberships, programs, and invoices.”), scrolled to the card you came from. Each card gets its own section, 25 items at a time with Previous and Next. Select any row to open the record behind it.
Why two people see different cards. A card shows only if your role has its permission and your plan has its feature. The same rule drives the Home cards, the Action Items page and the Home badge, so two admins can see different numbers. The badge disappears when nothing needs attention.
Related: How do I finish setup and put my club site live? · What should I set up after the go-live checklist? · How do I view and filter the class calendar? · How do I use the Analytics dashboard?