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Overview
This article provides a full walkthrough of the Retail Dashboard in CORE — your centralized hub for tracking payments, memberships, gift card activity, and resolving billing issues such as outstanding or failed payments. This tool is key for daily financial hygiene and front desk operations.
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Prerequisites
- Admin or front desk access to CORE
- Payment gateway connected (e.g. Stripe, Ezidebit)
Key Sections of the Retail Dashboard
1. Outstanding Payments
- Definition: Payments that were created without selecting a payment method.
- Common causes:
- Card or bank details not added
- Staff skipped payment method during checkout
What you can do:
- Click View to inspect invoice
- Click Email Reminder to notify the client
- Click Shopping Cart to process payment (if card is now available)
- Click Bin Icon to remove invoice (only if confirmed unnecessary)
Tip: Always ensure a payment method is selected during sales to prevent invoices from becoming outstanding.
2. Failed Payments
- Shows payments that were attempted but declined
- Common reasons:
- Card expired
- Insufficient funds
- “Do not honour” (often AMEX)
What you can do:
- Retry payment manually
- Send an email reminder
- Update card details via the client profile
- Click Payment Card icon for invoice details and retry logs
Tip: Avoid cancelling failed invoices unless absolutely necessary — the balance is owed and fees may still apply.
3. Payment History
- A real-time stream of all payments processed (approved, declined, pending)
- Filter by:
- Transaction type (single vs. membership)
- Date range
- Status (paid, pending, failed)
- Send invoices directly from here if needed
4. Membership Activity
- View all active and pending memberships sold
- Filter by status:
- Pending
- Active
- Cancelled
Tip: A quick way to track payment problems linked to ongoing memberships.
5. Scheduled Payments
- Displays upcoming automated charges across all clients
- Use this to prepare for high-volume billing days
6. Gift Cards and Product Sales
- Overview of gift card redemptions and product transactions (via POS)
- View locations where each item was sold or redeemed
7. Live Feed & Revenue Snapshot
- Real-time payment feed shows latest activity (e.g. "Paid 2 hours ago")
- Revenue summary shows:
- Recurring Revenue
- Average Revenue per Client
- Net Revenue (for snapshot only — use Net Revenue Detail Report for deeper insights)
8. Bulk Edit Future Transactions
- Cancel or adjust payments between specific date ranges
- Useful for:
- Studio closures (e.g. holidays, renovations)
- Pre-sale periods
- Temporary pricing changes (e.g. online class discount)
Options:
- Cancel all future payments between selected dates
- Edit payment amount (e.g. $50 → $10)
- Export changes as CSV for record-keeping
Tip: Always group by billing cycle (weekly vs. fortnightly) to avoid scheduling conflicts.
Expected outcome
The Retail Dashboard gives you a high-level, actionable view of your billing activity. Use it daily to monitor, troubleshoot, and optimize studio financials.
FAQs
Q: Can I refund payments directly from the dashboard?
A: No — refunds are managed via the client record or payment gateway.
Q: Will clients be notified if I retry a failed payment?
A: No automatic notification is sent. Use the email reminder option if needed.
Q: Why are some invoices pending without reason?
A: They likely didn’t have a payment method selected at the time of sale.
Still need help?
Reach out to our support team via [email protected]
