Your Dashboard

Once you have active members, the onboarding checklist is replaced with the full dashboard. This is your daily command center - a snapshot of your club's health, immediate action items, and recent activity.

Dashboard Header

At the top of the page:

• Title: Welcome back, {firstName}
• Subtitle: {businessName} - {locationName}
• Two action buttons at the top right:
  • QR Code - opens your business QR code page in a new tab
  • Public Profile - opens your public business page in a new tab

Metric Tiles

Below the header, four metric cards appear in a row. Each card is permission-gated - team members only see the metrics they have access to.

Metric	Required Permission
Active Members	View Customers
MRR (Monthly Recurring Revenue)	View Revenue or View Financial
Monthly Revenue	View Revenue or View Financial
Available Balance	View Financial

These give you an at-a-glance picture of club size, recurring revenue, total monthly income, and how much is available for payout. MRR counts billed subscriptions only: comps (complimentary and lifetime members) are never billed, so they aren't included.

Action Items

The first section below the metrics surfaces things needing your attention: failed payments, upcoming fulfillments, pending member approvals, and more. Badge counts for these items also appear on the relevant sidebar navigation items so you can spot issues from anywhere.

Common action items include:

• Failed payments that need follow-up
• Upcoming fulfillment cycles approaching their target dates
• Members awaiting approval
• Releases ready to advance to the next stage
• Template or inventory issues blocking fulfillment

Each action item links directly to the page (and often the specific record or sidebar) where you can resolve it.

CRM Overview & Member Breakdown

Side-by-side views showing:

• Contact pipeline - A summary of your CRM contacts and where they are in the sales funnel. Requires the View CRM permission.
• Membership breakdown - How your membership base is distributed across clubs and tiers. Requires View Customers permission.

This gives you a quick sense of growth trends and where to focus your outreach.

Activity Feed

At the bottom, a chronological feed of recent activity across your club:

• New member signups
• Payments processed
• Cancellations and pauses
• Fulfillment events (shipped, picked up, delivered)
• Tier changes and club switches
• And more

The feed updates in real time so you can see what's happening as it happens.

Upcoming Billing

The dashboard surfaces upcoming billing based on each subscription's current period end - the same date Stripe uses for the next invoice. Pending tier changes, scheduled pauses, and club switches are honored in the math so the upcoming-billing total reflects what will actually be charged at the next billing date, not what a member is paying today.

If a member's payment is past due, their next charge is included on the "Action Items" list rather than the upcoming-billing total - those are flagged separately so you can resolve them first.