This page is for the Workbliss team. Go to your dashboard
Requests
Everything members have asked for from their dashboard or the session index. Change the status as you go: members see it in their dashboard.
Messages
Conversations with members, one for each request plus a general one. Members get an email with a link whenever you reply, and you get one when they write.
New members
Everyone who creates a profile waits here until you approve them. Check they work for a real organization, then approve or decline. Approved members get an email straight away, and until then they only see that their profile is being checked.
Approved companies
People who sign up with an email at these companies are approved automatically.
Declined
Files and invoices
Upload a brochure, guide, proposal or invoice into a member’s dashboard. Only they and the team can see it.
Invoices
| Invoice | Amount | Due | Status |
|---|
Card payments
| Date | Member | What | Credits | Amount |
|---|
Calendars
Add a booked session and it appears in that member’s calendar.
Coming up
| Date | Session | Member | Status |
|---|
Members
Everyone who has created a Workbliss profile. Keep each member’s session credits up to date here: they see the number in their dashboard. AI builds: Free is the number of AI program builds every member gets each month. When someone upgrades, give them more here.
| Name | Company | Joined | Newsletter | Credits | AI builds |
|---|
Contacts
People who left their details on the website without creating a profile: newsletter sign-ups, the platform waitlist, Plan my program answers and interest in a Bliss Skills training.
| Date | From | Name | Details |
|---|