A tour of your dashboard
Your Dashboard is the first screen after you sign in. It shows your practice at a glance: who is active, who needs you, and your coaching visits.
Who can do this: Practice owners, staff and coaches · Available on: All plans
The cards
Stat cards (top row). Click a card to open the members list. Active Members opens the full list. The others open it filtered.
- Active Members: members whose status is active, with your total number of members underneath.
- Need Attention: members with declining or missed check-ins (the card's subtitle reads "declining / missed check-ins"). This isn't the same as the Needs Attention alert card below.
- Graduating Soon: members who are at least 80% complete. On the Members page, the Graduating Soon action item works differently: it lists members whose plan ends within 30 days.
- Outstanding Messages: member messages awaiting your reply. Shown only when messaging is on for your practice.
Needs Attention. A short list of members who are Behind or At Risk, with up to three alerts each. Each alert has a button for the next step:
- Reach out for a member who needs attention
- Plan next phase for a member graduating soon
- Assign plan for a member without a plan
- Reply for an unanswered message
Client Wins. Members who completed a plan or passed 25%, 50% or 75% of one, or whose satisfaction (NPS) rating rose by 2 or more to 7 or higher. Click Send kudos to message them.
Both alert cards are quick nudges, not your full worklist. When there are more than 6 members to show, click View all to see everyone in the members list. To snooze an alert for 1 day, 3 days, 1 week or 2 weeks, use its ⋮ menu.
Coaching Visit Summary. Your Upcoming booked visits, plus Completed, Missed and Cancelled visits over the last 30 days.
Upcoming Coaching Visits. Visits scheduled this week, with the member, time, and whether it's by video or phone.
Your left menu
| Menu item | What it's for | Where to learn more |
|---|---|---|
| Dashboard | Your practice at a glance | This article |
| Members | Your members list and each member's profile | The members list: statuses and action items |
| Messages | Direct, group and broadcast messages | Messaging members, groups and broadcasts |
| Curriculum | Library (your Practice Catalog of plans) and Builder | The Library and your Practice Catalog |
| Resources | FAQs, nutrition and library resources for members | The resource library and adding your own |
| Forms | Forms your members fill in | Forms |
| Care Cadences | Coaching and check-in schedules | Care cadences and your cadence catalog |
| Supplements | Supplement Bank and Protocols | Supplement protocols and your catalog |
| Labs | Lab Bank | The Lab Bank and logging lab orders |
| Analytics | Practice outcomes and engagement | Analytics overview |
| Practice Settings | Practice details, branding, coaching, billing, integrations | Your first two weeks: setup checklist |
| Staff Users | Your team and their roles | Adding staff and coaches |
| Notifications | Emails and alerts sent to members and staff | The Notifications page |
Good to know
- Practice coaches don't see Practice Settings, Staff Users or Notifications. See Roles: what owners, staff and coaches can do.
- An alert card's number counts members across all its alert types. The members list it opens may filter to one type, so the numbers can differ.