--- title: How to Navigate the Main Dashboard and Features description: navigate dashboard --- [Skip to content](https://support.hapana.com/kb/article/705#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [General](https://support.hapana.com/member-management?hsLang=en#general) # How to Navigate the Main Dashboard and Features ## Overview This guide walks you through the general layout of CORE so you know where everything lives and how to get around easily. Whether you're managing clients, checking schedules, or reviewing payments, it all starts here. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/cc59296dee1640379d6a33a316053fcd?sid=5e3ef2f0-6cc8-42fa-95fb-9c923a736aae) Or preview it below:   ## Prerequisites Before you begin: - You’ll need access to CORE with appropriate permissions (some sections are admin-only) - Make sure your user role includes visibility of schedule, clients, and payments --- ## Step-by-step instructions --- ### 1. Use the top navigation bar At the very top of CORE is a black navigation banner. From left to right, you'll find: - **Home** – a quick summary of key metrics - **Schedule** – view, manage, and filter all classes and sessions - **Clients** – access all client records, memberships, and details - **Payments** – process sales, view transactions, and update payment methods - **Reports** – check attendance, revenue, instructor hours, and more > Tip: Hover over each icon to see its label if you're unsure. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442421872_39c0f9ee_image-20250527144942-9-1.png?width=2048&height=1273&name=1759442421872_39c0f9ee_image-20250527144942-9-1.png) --- ### 2. Use the right-hand icons On the top-right corner: - **Messaging icon** – send quick messages to clients, groups, or sessions - **Bell icon** – view CORE system notifications - **Clock icon** – used for hourly staff to clock in and out > These tools are perfect for fast, daily actions. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442423462_bf8f1736_image-20250527144954-10-1.png?width=2048&height=1273&name=1759442423462_bf8f1736_image-20250527144954-10-1.png) --- ### 3. Access backend settings from the dropdown menu Click your **location name** in the top right to reveal a dropdown. This is where you’ll find: - **Edit Profile** – update business info, policies, packages - **Team Settings** – manage roles and staff permissions - **Account Settings** – configure client fields, payments, integrations, and more > Tip: Only admins or owners typically need to use this dropdown. If you're managing multiple locations, you'll also see a list of your other sites here. Click one to switch between them without logging out. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442424982_d78ab1d5_image-20250527145006-11-1.png?width=2048&height=1273&name=1759442424982_d78ab1d5_image-20250527145006-11-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442426606_6bf18c32_image-20250527145016-12-1.png?width=2048&height=1273&name=1759442426606_6bf18c32_image-20250527145016-12-1.png) --- ### 4. Use the Help Center Click **Help Center** in the top dropdown to search how-to articles, get support, and find walkthroughs. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442428250_35365085_image-20250527145027-13-1.png?width=2048&height=1273&name=1759442428250_35365085_image-20250527145027-13-1.png) --- ### 5. Understand your homepage dashboard When you land in CORE, the **Home** tab gives you a snapshot of performance: - **Active clients** count - **Intro offers sold** - **Booking utilization** by day, week, or last 30 days - **Revenue sales** (permissions-based) > Note: The revenue tile is only visible to managers or admins with permissions. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442429821_54ec60e7_image-20250527145037-14-1.png?width=2048&height=1273&name=1759442429821_54ec60e7_image-20250527145037-14-1.png) --- ## Expected outcome After following this guide, you’ll confidently navigate CORE — jumping between schedules, clients, reports, and back-end settings without getting lost. --- ## FAQs **Q: Why don’t I see the revenue panel on my dashboard?** A: That section is only visible to users with permission to view financial data. **Q: Can I customize which modules I see?** A: Not currently. Modules are standard across CORE but what you can *access* is based on your role. **Q: How do I switch between locations?** A: Use the dropdown menu in the top-right corner to jump between sites (no logout needed). --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana