Getting started
The administration home page
Today's figures, upcoming bookings, what needs action from you and the shortcuts.
After logging in, the administration opens on the home page. It brings together the essentials of the day on one screen and flags what needs your attention. You can return to it at any time with Home, at the top of the left menu, or by clicking the logo.
Each block only appears if your role gives access to the module concerned and this module is enabled for the club. An administrator without access to invoices therefore sees neither overdue invoices nor their alerts.
1Today's figures
The welcome banner and the figure cards.
The banner shows today's date and the button Open the planning, which opens the planning on today. Below, cards summarise the activity:
- Bookings today, with the number of bookings upcoming or in progress. One click opens today's planning.
- Today's occupancy: the hours booked compared with the courts' opening hours.
- Bookings in the next 7 days, starting tomorrow: click a day to open it in the planning.
- Overdue invoices, with the amount due. One click opens the reminders page.
- Active members, with the number of inactive members. One click opens the list of members.
- Courses open for registration, with the number of registrations, including those of the last 7 days.
2Today, To do and Shortcuts
The day's bookings and the list of pending tasks.
- Today lists the day's next bookings (bookings, fixed hours, recurrences and courses). See today's planning opens the full planning.
- To do groups together what needs action from you. Click a row to go straight to the right page:
- invoices to remind: the due date has passed, a reminder can be created;
- invoices in collections: the last reminder is overdue, debt collection should be considered;
- documents not sent yet: invoices or reminders created but neither printed nor sent by e-mail;
- RFID bookings to validate: past bookings without badge validation;
- accounts awaiting activation: inactive members, because account activation is not automatic;
- e-mails waiting to be sent: a group mailing is in progress, e-mails are sent gradually.
- When everything is up to date, the block shows “Nothing urgent: everything is up to date.”.
- Shortcuts : New booking, Add a member, Create an invoice, Send a group e-mail, Course registrations and Statistics.
The home page only displays information: it does not change anything. To go further into the figures, open the statistics dashboard.
Plugin.ch Tutorial — Getting started