We’ve introduced a new functionality called the Customer Dashboard, which provides customers and employers with an enhanced view and streamlined access to their activities and interactions:
1. Introduction to the Customer Dashboard
- Purpose: The Customer Dashboard offers a centralized view for customers or employers, allowing them to efficiently manage their bookings, communications, and favorite coaches in one place.
2. Key Features of the Customer Dashboard
- Calendar of Booked Products:
- View Bookings: Displays a calendar showcasing all the products that the customer has booked.
- Direct Access: Each calendar entry links directly to the specific contract page and associated video, if applicable.
- Inbox:
- Latest Messages: Shows the most recent messages sent since the customer’s last login, ensuring they stay updated with ongoing communications.
- Upcoming Sessions and Bookings:
- Latest Sessions: Highlights upcoming sessions that the customer has scheduled.
- Future Bookings: Lists all future bookings to help customers keep track of their commitments.
- Favorite Coaches:
- Favorite List: Displays a list of the customer’s favorite coaches, allowing for quick access and easy communication with preferred professionals.
3. Enabling and Customizing the Customer Dashboard
- Accessing Dashboard Settings:
- Navigate to Settings: Go to the settings page and search for “dashboard” to locate the dashboard configuration options.
- Activating Dashboard Features:
- Enable Features: All the aforementioned features (Calendar, Inbox, Upcoming Sessions, Favorite Coaches) can be enabled individually through the settings page.
- Redesign Option:
- Optional Redesign: There is a new redesign available for the Customer Dashboard. Enabling this option will update the dashboard to the latest design version.
- Calendar Customization:
- Expand or Contract Calendar: Users can choose to have the calendar expanded or contracted by default, based on their preference.
- Saving Settings:
- Finalize Configuration: After making the desired changes and customizations, users can save their settings to apply the updates to their dashboard.
4. Benefits of the Customer Dashboard
- Centralized Management: Consolidates all important information and interactions in one place, reducing the need to navigate through multiple sections of the platform.
- Enhanced Accessibility: Direct links to contracts and videos streamline the process of accessing specific details related to bookings.
- Improved Communication: The integrated inbox ensures that users do not miss any important messages, enhancing overall communication efficiency.
- Organized Scheduling: The calendar and upcoming bookings sections help users manage their time and commitments effectively.
- Personalized Experience: The ability to mark favorite coaches allows users to tailor their experience and easily engage with preferred professionals.
5. Conclusion and Support
- Summary: The Customer Dashboard is a powerful tool designed to enhance the user experience by providing a unified and organized view of all key activities and interactions on the platform.
- Support: Users are encouraged to reach out with any questions or for further assistance in utilizing the Customer Dashboard effectively.
This new Customer Dashboard feature significantly improves the way customers and employers interact with the platform, offering a more organized and efficient approach to managing their activities and communications.roves the communication workflow on the platform by ensuring all interactions with the same user are maintained within a single, unified thread.