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Your DashboardDashboard Overview

Your Dashboard

The dashboard is your home base in PT Suite. It gives you a quick snapshot of your business and easy access to common tasks.

What You’ll See

When you log in, your dashboard shows:

Today’s Schedule

A list of all sessions booked for today, including:

  • Client name
  • Session type
  • Time slot
  • Session status (confirmed, pending, etc.)

Click any booking to view full details or take action.

Key Statistics

Stats update throughout the day as bookings are made and sessions completed.

Your dashboard displays important business metrics:

StatWhat It Means
Today’s BookingsNumber of sessions scheduled for today
This WeekTotal sessions booked this week
Active ClientsClients who have booked in the last 30 days
Pending ReviewsPAR-Q health forms waiting for your review

Recent Activity

A feed showing the latest actions in your account:

  • New bookings made
  • Cancellations
  • New client sign-ups
  • Package purchases

The sidebar menu gives you access to all areas of PT Suite:

  • Dashboard - Return to this overview
  • Bookings - View and manage all appointments
  • Clients - Access client profiles and health forms
  • Packages - Manage session packages
  • Videos - Your workout video library
  • Blog - Publish articles and updates
  • Site Content - Customise your website
  • Settings - Configure your business

Quick Tips

Starting Your Day

  1. Check your Today’s Schedule for upcoming sessions
  2. Review any Pending PAR-Q forms before new clients arrive
  3. Note any Cancellations from the activity feed

Ending Your Day

  1. Mark completed sessions as Done
  2. Add session notes while they’re fresh in your mind
  3. Check tomorrow’s schedule to prepare

Mobile Access

Your dashboard works on phones and tablets too. While on mobile:

  • Swipe to navigate between sections
  • Tap bookings to see full details
  • Use the menu icon to access navigation
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