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Advantage Academy

Navigating the App

Getting Started: A General Overview of the Smile Advantage Dashboard

Topic
Dashboard Basics
For
Front Office Team
Read Time
~4 minutes

In this first training video of our Advantage Academy series, Smile Advantage CEO and co-founder Ryan walks you through the essentials of the dashboard. Whether you are brand new to the platform or just need a refresher, this gives you a foundation for navigating your dashboard with confidence.

Your homepage at a glance

Section titled “Your homepage at a glance”

Once logged in, you land on your dashboard homepage, the command center for managing your membership program. Right away, you see a summary of your program’s health and performance:

  • Active and total memberships: how many members are currently enrolled and how that is trending over time.
  • Recurring vs. one-time payments: your revenue breakdown by payment type.
  • Revenue overview: revenue from the last 30 days, year-to-date, and more.
  • Upcoming renewals: which memberships are about to renew, so your team can stay proactive.
  • Expired memberships: which patients may need follow-up or re-engagement.

Action items: stay ahead of issues

Section titled “Action items: stay ahead of issues”

The Action Items panel helps your team identify:

  • Expired memberships
  • Duplicate member records
  • Members with missing or expired credit cards

The system also sends automatic email reminders to patients whose cards are about to expire.

Activity log: your digital paper trail

Section titled “Activity log: your digital paper trail”

The Activity Log shows a running feed of updates across your membership platform:

  • Recent updates and actions taken
  • Click View Activity to see the full history
Section titled “Navigation bar and tools”

Across the top of your screen, a navigation bar gives you access to:

  • Members - view and manage all enrolled patients
  • Transactions - track all payment activity and filter by date
  • Search Member - look up any member by name or other details

You can also open member profiles from multiple locations across the dashboard. For a closer look at an individual patient’s record, see Overview of the Patient Screen.