The Overview screen: today's work and what needs attention
Follow upcoming appointments with the lists on the Overview screen; catch expiring packages, packages running low on sessions and customers who are off their visit rhythm early.
Last updated: 7 October 2026
Overview in the left menu brings the day's work and the records that need action together on one screen; the page heading reads Dashboard. When you sign in, the Calendar opens; you reach the Overview from the menu. It also opens by itself after you switch workspaces and after you pay for your subscription by card.
At the top of the screen you see a "Hello" greeting with a Refresh button and a date box next to it. Refresh reloads the lists; they also refresh by themselves when you create or change an appointment on another screen. The date box sets how far ahead the lists reach: Upcoming Appointments shows records from the day you pick until 7 days later, and Package Expiry and Subscription End show records from today until 7 days after the day you pick. Times that have already passed are not listed.
Operational lists
The main part of the screen is made up of tabs that scroll sideways; the badge next to each tab shows how many records that list holds:
Upcoming Appointments: appointments, class sessions and group events that start from now on. Cancelled appointments and appointments marked as no-show are left out; an appointment with several services appears on one row. You can filter the list by All, Individual, Class Sessions and Group Events, and it shows 10 records per page.
Package Expiry: active customer packages whose end date is near; the row shows the days left and the sessions left.
Subscription End: the memberships you sold to your customers that are about to end (if the Subscription Management module is enabled).
Running Low on Sessions: active packages with 1 to 3 sessions left in total, shown as "left/total sessions"; those with a single session left are shown in red. Ideal for a renewal conversation.
Off Rhythm: customers whose visit rhythm is Late or At risk (up to 8 people): the last visit date, how often they usually come and how many days they are overdue. At the bottom you see the total and a View all button that opens the customer list filtered to these two statuses. Customers in the Lost status are not included.
Clicking an appointment, class or event row opens its detail window from the Calendar. Package Expiry and Running Low on Sessions rows open the Package Sales list, Subscription End rows open the Subscriptions list and Off Rhythm rows open the customer card.
Starting the day with the Package Expiry and Running Low on Sessions tabs is the easiest way not to miss renewal sales. The package and subscription lists show at most 50 records; for revenue and collection charts, open Reports → Overview.
The right-hand column
Facility Rental: if the Facility Rental module is enabled, today's summary appears: Today's reservations, Awaiting approval, Today's total and the Uncollected amount, plus the list of today's rentals. Open calendar takes you to the Facility Calendar. This card always shows today; the date box does not affect it.
What's New in Piyzi: the latest features, updates and announcements added to Piyzi (with the New Feature, Update and Announcement badges). Clicking a heading opens its details; an announcement with a link shows View details.
What you see depends on your permissions and on the modules you have enabled. The Overview needs the permission to view the Overview screen; without it, Overview is not in the menu and the page redirects to the Calendar. Without the permission to view appointments, Upcoming Appointments stays empty; the Off Rhythm tab appears only for people with the permission to view the customer list. If the class or group event module is off, the related filters are hidden, and if the Subscription Management or Facility Rental module is off, the related tab and card are hidden.
In the mobile app the opening screen is Overview; you can also open it from the menu and from the house icon in the bottom bar. Your greeting and a refresh button sit at the top; you can also pull the screen down to refresh.
Tabs: Upcoming Appointments, Package Expiry, Subscription End (if the Subscription Management module is enabled) and Running Low on Sessions. The tabs scroll sideways and the selected tab is centred. Upcoming Appointments shows the next 7 days from now; if the class or group event module is enabled, the All and Individual filters appear, together with Class and Group depending on which module is on. On mobile there is no date selection, no Off Rhythm tab and no Facility Rental card.
Tapping an appointment, class or event row opens its details; package rows open the Packages screen and subscription rows open the Access screen. At the bottom there is a section listing Piyzi's new features and announcements (its heading reads "Piyzi Updates" in the app); on an entry that has a link, View details opens it in the browser.