This isn't just a visual redesign. Your Home is now a more strategic space where you can manage your day-to-day, spot opportunities, keep tabs on your clients, and make clearer decisions — all in one place.
What's on the new Home?
🔹 Quick access shortcuts
You'll find direct links to your most-used sections right in the left sidebar. You can easily customize them using the settings wheel ⚙️ at the bottom — so your Home works the way you do.
🔹 Recent activity
See the latest tasks your clients have completed. You can filter by your assigned clients only, filter by activity type, or search for specific clients. It's perfect for getting a quick read on where everyone's at.
🔹 Smart carousel
The system now reads your plan type, active add-ons, and current situation to surface only the suggestions that actually make sense for your business — whether that's a feature that could save you time, an upgrade that could boost your revenue, or tips to get more out of the extras you've already got.
🔹 Schedule tasks
Here you can instantly spot which clients have run out of planned tasks and how many days they've been inactive. Great for staying on top of everyone's planning without having to dig around.
🔹 Upcoming calendar events
A quick glance at your scheduled sessions and bookings. Switch between list view and monthly view — whatever works best for you.
🔹 Compliance review
Check your clients' weekly and monthly completion rates against their plan. It's a key tool for measuring commitment and results over time.
🔹 Subscriptions
Keep an eye on clients who've cancelled their subscription plan. You'll see two groups:
Ending soon — Clients who cancelled but are still within their active billing cycle. You'll see exactly how many days they have left.
Ended — Clients whose active period has already finished and who don't currently have a paid plan on the platform.
⚠️ Important: A client showing as "ended" doesn't mean they've been automatically removed from the platform. They'll only be deactivated if your account settings are configured that way, or if you manually archive them. |
With this new Home, you're not just managing your business — you're overseeing it, optimizing it, and growing it from a single place. 🚀