📝 Overview
The top menu bar in Dash helps your team navigate faster by organizing core pages into intuitive dropdown categories. Whether you're accessing customer data, scheduling events, or running reports, the menu bar keeps your most-used pages just a click away.
✍️ Note: This menu is visible to all users, but access to individual pages depends on their authorizations.
📍 Where to Find the Menu Bar
The Menu Bar is located at the top of every page within Dash. It includes categorized dropdowns for the most frequently used areas of the system:
Cash Register
Calendar
Customers
Programs
Reports
Admin
History
Location Selector
🎥 Video
⚙️ How It Works
Each dropdown in the Menu Bar contains quick links to pages relevant to that category. Here's what you'll find:
⚠️ If a user clicks a link they don’t have permission to access, they’ll see an “Access Denied” message.
💵 Cash Register
Click the arrow to learn what's available under Cash Register
Click the arrow to learn what's available under Cash Register
Navigate directly to Point of Sale pages and register tools.
📆 Calendar
Click the arrow to learn what's available under Calendar
Click the arrow to learn what's available under Calendar
View daily/weekly/monthly schedules.
Access bookings, facility calendars, and more.
👥 Customers
Click the arrow to learn what's available under Customers
Click the arrow to learn what's available under Customers
Quickly access customer lists, profiles, and group tools.
🏷️ Programs
Click the arrow to learn what's available under Programs
Click the arrow to learn what's available under Programs
Jump to class schedules, sessions, and enrollments.
📈 Reports
Click the arrow to learn what's available under Reports
Click the arrow to learn what's available under Reports
Browse financial, attendance, or registration reports.
🛡️ Admin
Click the arrow to learn what's available under Admin
Click the arrow to learn what's available under Admin
Manage employee roles, waivers, global settings, and more
🔗 Access external E-Learning Academy directly.
📂 History
Click the arrow to learn what's available under History
Click the arrow to learn what's available under History
View your most recently accessed pages and records.
🧭 Content varies based on your activity and permissions.
🏢 Location Selector
Click the arrow to learn more about the location selector
Click the arrow to learn more about the location selector
Each staff member is assigned a primary location, which is the location you'll access when you log in. If your organization has multiple locations set up, you can easily switch between them using the location selector.
Where to find it: The location selector is located in the upper right area of the navigation bar and displays your current location name.
How to switch locations:
Click on the location selector in the top right
A dropdown menu appears showing all available locations
Select a different location from the list
The page refreshes and all data updates to show information for that location
You can switch between locations without logging out and logging back in.
⚠️ Important Note: Before you process any transaction such as a checkout or payment, always verify you are in the correct location. Processing a transaction in the wrong location can cause data to be recorded incorrectly, and transactions cannot easily be moved between locations.
💡 Pro Tips
📌 Bookmark pages - Bookmark the pages you use most within the dropdowns for even faster access.
🧑🏫 Onboard new staff - Train new staff by walking them through each dropdown to reduce onboarding time.
📧 E-Learning access - If you'd like to hear more about E-Learning content or to get access, please email our support team at [email protected].
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Why do I see “Access Denied” on some pages?
Click the arrow to see the answer
Click the arrow to see the answer
Your user role doesn’t have the authorization required to access the page. Contact your system administrator to update your permissions.
Can I customize the Menu Bar?
Click the arrow to see the answer
Click the arrow to see the answer
Not currently. The dropdown categories are standardized for all users to ensure consistency across the system.
How do I access the E-Learning links?
Click the arrow to see the answer
Click the arrow to see the answer
E-Learning links are found under the Admin tab. If they aren’t visible or accessible, contact support at [email protected]
Does the Menu Bar work differently on tablets or mobile devices?
Click the arrow to see the answer
Click the arrow to see the answer
While it remains accessible on most devices, the experience is optimized for desktop use. Dropdowns may stack or collapse on smaller screens.
Will this Menu Bar change in the future?
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Click the arrow to see the answer
We periodically improve the navigation experience based on user feedback. Customers are notified about updates directly in Dash through pop-up messages such as banners, tooltips, or posts.
What happens if I process a transaction in the wrong location?
Click the arrow to see the answer
Click the arrow to see the answer
If you process a transaction in the wrong location, that data will be recorded under that location and cannot easily be moved. Always verify your current location in the navigation bar before processing any checkout or payment to prevent data errors.