Dashboard
Dashboard
The Dashboard is the first screen you see after logging in to Omoplata. It gives you a quick snapshot of what is happening at your club right now -- upcoming classes, alerts that need attention, members at risk of dropping off, and outstanding invoices. Everything is laid out so you can assess the health of your academy in seconds without digging through menus.
Layout
The Dashboard is organized as a responsive grid of widget cards. On larger screens, widgets arrange themselves into two or three columns so you can scan multiple data points side by side. On mobile devices the grid collapses to a single column and you scroll through each card vertically.
At the top of the page you will see a personalized greeting with your name and avatar, so you know which account you are signed into. Below that, the widget grid loads automatically based on your permissions.
Setup checklist
When your club is newly created or migrated to Omoplata from an old system, an interactive setup checklist appears at the very top of the dashboard. It walks you through the final steps only your club can complete itself, and stays with you until everything is ready for direct debit.
Above the list, a progress bar with a percentage and a "done / total" counter shows how far along you are. Your progress is saved -- you can pause the setup and pick it back up later. The card can be folded down to its header with Hide and reopened with Show. The first still-open step is highlighted as your next action.
Each step is a numbered tile with a short explanation and one or more action buttons (for example "Open" or "Connect bank") that take you straight to the right place in Omoplata. You tick off most steps yourself once you have finished them:
| Step | What to do |
|---|---|
| Import members | Check that all member data carried over from your old system is correct. |
| Configure your club | A grouped step that auto-completes once all of its sub-items are checked (see below). |
| Add contract details | Enter the club information shown on the contract cover sheet and add your terms and conditions. |
| Connect bank account | Link your bank account so SEPA payments are collected directly through Omoplata. A link to Bank integration is included. |
| Connect email account | Add your mail account so messages go out from your own address. |
| Clarify direct debit limit | Confirm with your bank that you are enabled for SEPA collection via FinTS and that your submitter limit is high enough. |
| Invite your team | Add trainers and staff and manage their roles (see Invite your team). |
| Check first transactions | Review member data and have the team enable your first transactions. |
| Start with the member app | Invite your members to the app. |
| Link your website | Embed trial booking and the class schedule into your website (see Website integration). |
Configure your club
The Configure your club step works differently from the others: instead of ticking it off by hand, it completes automatically once you have gone through all of its sub-items. Each sub-item has its own "Open" button and its own checkbox. The items to review are:
- Classes
- User demographics
- Disciplines
- Graduations
- Venues
- Plans
- Payment methods
- Fees
For a step-by-step walkthrough, see Configure your club.
At the bottom of the checklist, a help section links to the how-to guides in case you still have questions about a setting. For a complete overview of getting started, see the First steps page.
What you will find on the Dashboard
The main Dashboard page focuses on the day-to-day operational items that need your immediate attention. It is designed so a club owner or head coach can open Omoplata in the morning, review the dashboard, and know exactly what to act on.
Alerts
The Alerts widget surfaces system-generated notifications that require action. These cover several categories:
| Category | Description |
|---|---|
| Member alerts | for example, a member's payment method has expired or a new trial signup needs follow-up. |
| Membership alerts | a membership is about to end, a contract was cancelled, or a plan price changed. |
| System alerts | important system events that may need your review. |
Each alert displays its status (open, in progress, done, or ignored) and can be marked as resolved directly from the widget. A badge on the header shows the count of open alerts so you can tell at a glance whether anything is waiting for you. You can also click through to the full Alerts page for a complete view.
Schedule
The Schedule widget shows your upcoming classes in a weekly view. You can navigate between weeks using the previous/next buttons and tap on any day to see the classes scheduled for that date.
For each class occurrence you will see:
- The class name and time span (for example, "BJJ Fundamentals 18:00 - 19:30").
- How many spots are filled out of the maximum capacity.
- Avatar thumbnails of the first few members who have confirmed attendance or been assigned.
- The trainer responsible for the session.
Clicking the avatar group opens a detailed modal where you can review checked-in members, attendance intentions, and add or remove participants on the fly. This makes it easy to manage a session directly from the dashboard without navigating to the full class schedule.
At-risk members
This widget identifies members who have active memberships but have not attended any classes recently. By default it looks back 30 days and lists anyone who has not shown up, sorted by how long they have been absent.
Each entry shows the member's name, profile photo, and a badge indicating how long ago they last trained (for example, "2 weeks ago" or "never attended"). If your club has multiple demographics (Adults, Kids, Competition Team), you can filter the list using the dropdown at the top of the widget.
Retain more members
Reaching out to at-risk members early is one of the most effective ways to reduce churn. Use this list to send a quick message, offer a private session, or check if something is keeping them away from the mat.
Next birthdays
A simple but valuable widget that shows the five upcoming member birthdays. Each entry lists the member's name, their birthday date, and how many days away it is. If the birthday is today, it is highlighted accordingly. This helps you build community -- a quick "happy birthday" message or a shout-out during class goes a long way.
Unpaid invoices
The Unpaid Invoices widget lists members who have outstanding invoices, grouped by person. For each entry you can see:
- The member's name and avatar.
- The number of open invoices and how many are overdue.
- The total outstanding amount.
- The next due date.
Clicking a row takes you to that member's transaction history where you can follow up, send a reminder, or record a manual payment. A "View all" link takes you to the full invoices list filtered to open invoices.
Permissions
Each widget on the Dashboard is gated by permissions. If a staff member does not have the "see finance invoices" permission, they will not see the Unpaid Invoices widget. Similarly, the Schedule widget requires "see classes occurrences" and the At-risk Members widget requires "see members overview". This means each team member sees a dashboard tailored to their role -- a front-desk assistant might only see alerts and the schedule, while the club owner sees everything.
Analytics page
For deeper reporting -- revenue trends, member retention heatmaps, geographic distribution, attendance patterns, and forecasting -- visit the dedicated Analytics page. The Dashboard focuses on actionable, day-to-day information, while Analytics gives you the strategic, long-term view of your club's performance.