# A tour of admin

Admin is the signed-in staff area. It is not the customer portal. Sign in at `/sign-in`, then you land on the dashboard.

![Admin dashboard for Brightside Studio, with markers on Dashboard, Leads, and My account](./assets/admin-dashboard.webp)

Orange numbers on the screenshot:

1. The dashboard heading. Counts below tell you who needs a call.
2. **Leads** in the left-hand menu
3. **My account**, where you change your password

On a phone the menu is a row across the top:

![Admin dashboard on a phone, with Leads in the top menu marked](./assets/admin-dashboard-mobile.webp)

The left-hand menu changes with your tools. Dashboard, Leads, Customers, Staff, and My account are always there. The rest appear only when that feature is on.

## Dashboard

The home screen. It tells you who needs a call and where recent leads came from.

You will see counts such as **Waiting for a call**, **New this week**, and **New this month**. Stage tiles follow the pipeline in your site config. **Latest leads** and **Open pipeline** take you to the leads board.

If nobody has filled a form yet, it says so. That is normal on a new site.

## Leads

Everyone who reached out through the site. Board and list views, search, and a program filter. Open a lead to text them, log a call, leave a note, or move their stage. When they are **Won**, you can make them a customer. Details: [Leads](./leads.md).

## Customers

The people you serve. Search, add someone, invite them to sign in, archive, and open a record. Quotes, invoices, bookings, and plans all point at this list. Details: [Customers](./customers.md).

## Schedule

Weekly group sessions, closed days, and who signed up. Only shows when group sessions are on. Details: [Group sessions](./group-sessions.md).

## Memberships

Who is on a plan. Owners can turn **Let members cancel online** on or off here. Plans themselves live in Catalog. Details: [Memberships and plans](./memberships.md).

## Catalog

Nav label **Catalog**. Page title **Products & services**.

Owners add:

- Membership plans
- Session packs
- Quote line items, if quotes are on

Staff can look. Only an owner can change prices. Details on each kind of offer live on the money pages.

## Invoices

What a customer owes. Create, send, record a payment, void, or mark bad debt. Details: [Invoices](./invoices.md).

## Quotes

Priced offers. Send a link. The customer signs or asks for a change. Details: [Quotes](./quotes.md).

## Payments

Money that came in online, plus cash and checks you record. Owners can refund. Details: [Payments](./payments.md).

## Files

Upload a PDF, text file, or zip. Copy a stable link to put on the site. Details: [Files](./files.md).

## Staff

The team list. Staff can work leads. Owners invite people, set the role to **Staff** or **Owner**, and remove people.

![Staff page, with the team list and invite form marked](./assets/admin-staff.webp)

Orange numbers:

1. The team list
2. The invite form on the right

## My account

Change your password. At least 10 characters.

![My account, with Change password marked](./assets/admin-account.webp)

## View site

Opens the public site in a new tab.

## What only an owner can do

- Invite and remove staff, and change their role
- Add or edit catalog prices, plans, and packs
- Turn **Let members cancel online** on or off
- Refund a payment
- See any extra **Tools** links (for example a mailbox of emails the site sent)

Staff can still cancel a membership at period end, record payments, send invoices, and run the schedule.

## What you cannot change in admin today

Feature switches, the words on your public pages, follow-up texts, and most booking rules live in site config. There is no Settings page in admin yet. Ask your agent. See [Turn features on and off](./turning-features-on.md) and [What to ask your agent](./ask-your-agent.md).