9 views Updated 11 days ago

Use Dashboard Search, Activity Feed, and Action Items

How to find members quickly, read recent activity, and act on dashboard alerts.

What the dashboard is for

The dashboard is the fastest place to find a member, see recent gym activity, and review operational alerts. The dashboard requires dashboard access and a selected location. Instructor-only staff are routed to their instructor view instead.

Annotated dashboard showing member search, activity feed, action items, and location selector

Search for a member

  1. Choose the right location.

  2. Select the search field.

  3. Type a member name, email, phone number, or QR code.

  4. Use the result actions when available: Check in, Add guest, or Sell.

Annotated dashboard member search result with status tags and fast actions

How search results are evaluated

Topo searches members inside the current organization and limits results to a small set so the lookup stays fast. For each result, Topo checks active access, guest access, and waiver gating for the selected location before showing check-in and guest actions.

Use the activity feed

  • All shows the recent feed across supported event types.

  • Check-ins, Waivers, Memberships, Sales, and Failed check-ins narrow the feed to a specific operational history.

  • Location-specific activity shows the location when applicable.

Use action items

Action items summarize work that needs attention, such as review tasks, past-due access, expiring waivers, pending proficiencies, and expiring proficiencies. Some counts are permission-gated, so staff only see what their role is allowed to review.

Common pitfalls

  • If search results do not show a check-in action, the member may lack valid access, may be blocked by a waiver requirement, or the selected location may not match their access.

  • If action items look empty for one staff user but not another, compare their role permissions.

  • If the dashboard asks for a location, choose a location before searching.

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