The admin dashboard

The admin Home page shows key totals, work that needs attention, and search. Select a card or search result to open the related records.

The program summary uses Programming registrations; the retired Events RSVP count is no longer shown.

The dashboard changes with the season:

• Renewal: November through February.

• Summer: May through September.

• Off-cycle: March, April, and October.

Choose a mode from the picker to preview it. Choose Auto to return to the current season. The selected mode also changes the sidebar order.

The header shows the current cycle and its next key date. In renewal season, it uses the dues deadline from Club settings.

The summary shows renewal progress and balances in renewal season, program work in summer, and receivables, waitlist, and message activity off-cycle. Cards lead to tasks, approvals, household reviews, email confirmations, renewals, payments, waitlists, and program work.

The renewal counts (Billed, Paid, Gave notice to leave and so on) each open Renewals for the season they count.

On the Checks to approve and Leaving the club cards, each household name opens that household's Billing & bond tab, and the check card opens the check run filtered to checks waiting for approval.

Cards only appear when your role can open the related area. My tasks includes tasks assigned to you or your role.

While Programming is turned on for your club, managers and admins also see Programs this week on Home, in every season. It counts the programs running at some point in the next seven days; a program that runs for months counts every week it runs, and drafts and canceled programs are not counted. Select it to open the Programming page. See Programming registrations.

Managers and admins see Rules to publish while lap swim, rentals or camp is turned on but its agreement is still placeholder wording. Members can't book that program until you publish your own wording, and each line says so, for example "Members can't book camp until you publish the rules". Select a line to open that agreement. See Agreements and waivers.

If the club's email is paused, a notice titled The club's email is paused sits at the top of Home for every staff member. It says who paused it (or that it was paused automatically), when, why, which emails it has stopped so far, and who the latest 50 were for, with a link to each household. Managers and admins can resume email from the notice. See Pause the club's email in Messages.

Connect your AI is always available to staff in the Club section of the navigation, even when connections are turned off. Admins also see API keys beside it. On a phone, open the navigation menu to find these links.

The sidebar groups the admin into Members, Money, Reach, Programs and Club, with Help and Sign out at the bottom (while you are using View as member, a banner shows at the top and End viewing takes the place of Sign out). You only see the pages your role can open, and a program you have turned off is hidden. Less-used pages, such as Tasks, Approvals and the message history, are reached from cards on Home or by searching. A breadcrumb above each page shows where you are, and for a page reached from another one it names that page too, so Household reviews and Email confirmations sit under Households, and Leaving the club under Renewals. On a phone the sidebar becomes a menu; select the menu button to open it, and Help is the question-mark icon beside it.

Admins who have not finished setting up the club see a Setup card near the top of Home that links to the setup checklist.

Use the search box ("Search households, invoices, tickets") to find records. Use sidebar Search (⌘K or Ctrl K) to jump to a page or find a household. Type at least two characters to search households.