This article provides an overview of how the Upper Hand navigation is laid out.
APPLIES TO: Admins & Staff Users
Last updated: May 28, 2024
The menu items shown in your account depend on your user permissions and your Upper Hand subscription.
Top navigation bar
An overview of the items in the top navigation bar (from left to right):
- Company Logo: To to far left, you will see your Company Logo displayed, if you've uploaded one in your Account Settings
- Company Name: Your Company Name will be displayed based on what you have input in your business information
- Web Address: Your company's website URL, if input, will populate underneath your Company Name
- QR Code Scanner: Scanning a client's QR code will pull up their client profile on the right hand side of your screen and allow you to access all the information from their profile
- PAX Device Selector: If your account is configured with a Pax device, you will see a drop-down menu to select the device you are trying to connect to
- Clock Icon: This icon is for staff users that will be clocking in and out inside the software
- Action Button (plus sign): This button is used to access Point of Sale, Send Invite or Create a New Event
- Profile Settings: Clicking on your profile picture (or initials if no picture has been uploaded) allows you to verify and make changes to the following: Account Settings, Support, Submit Idea, Printer Settings, Privacy Policy, Sign Out
Navigation sidebar menu
The left sidebar menu will show your account's features available to you.
- Click a feature from the navigation menu to access it
- If you hover over the navigation menu, it will expand and collapse if you move your cursor off of it
A brief overview of the features in the navigation sidebar are outlined below:
- Dashboard - The Dashboard shows you a snapshot of your performance metrics as well as a spot to post account-wide announcements
- Events - The Manage Events feature will be where all your created events live
- Classes - The Classes feature will be where all your Class sessions live
- Teams - The Teams feature will be where all your Teams live
- Calendar - The Calendar feature is where you will go to manage your day, make quick changes, and understand your business at a glance
- Contacts - The Contacts feature will store all your clients and staff information that interact with your business
- Reports - The Reports feature will be where you go to gain deeper insights into your business
- Memberships - The Memberships feature will be where you create and manage your membership offerings
- Credit Passes - The Credit Passes feature will be where you create and manage your credit packages
- Resources - The Resources feature allows you to set up your facility layout to manage your facility and prevent double bookings
- Retail - The Retail feature will be where add and manage the retail portion of your business
- Coupons - The Coupons feature will be where you can create and manage coupons you offer to clientele
- Settings - The Settings feature will be where you can customize account wide-preferences
- Add-Ons - The Add-Ons feature provides you with quick links to our additional products you can add to your subscription