Dashboard & Menu Overview

The Dashboard is the first thing you will see when you log in to your account. From here you can access all the features your account has to offer.

There are two different versions of the dashboard depending on whether you are using the app on a desktop or mobile device.

Desktop

Dashboard

School Admin Dashboard - Desktop

School Admin Dashboard - Desktop

  1. Notifications - when a number is shown within this icon you have in-progress contact logs. Click the icon to see your them. See Using the Contact Log for more information. 

  2. Notifications - when a number is shown within this icon you have unread notifications. Click the icon to see your recent notifications.

  3. Your Account - click this to view & change your profile & account information. See Changing My Account Settings for more details.

  4. Log Out - Click this to log out and return to the login form.

  5. Help - Click this to be taken to this help documentation.

  6. Menu - Quick access to commonly used features.

  7. Instructor Diaries - Book, edit & cancel lessons using a live diary. Offer gaps to pupils. Request and cancel cover. Take payments for lessons. Record pupil progress. See Managing Instructor Diaries for more information.

  8. Staff - Manage current & past staff member accounts. Add new staff members. See Viewing & Managing Staff for more information. 

  9. Pupils - Manage current & past pupils. Add new pupils. View their lesson history. Take payments and view payment history. Track progress. See Managing Pupils for more information.

  10. Pupil Sign Ups - Self-sign up for new pupils. View and manage sign up requests. See Pupil Self Sign Up for more information.

  11. Pupil Payments - Track and record payments from your pupils for lessons, blocks and courses. See Setting Up, Recording & Tracking Payments for more information.

  12. Send An Email - Contact your pupils and other instructors/admins within your school. See Contacting Other Users for more information.

  13. Contact Log - Record, track and manage all business communication with the contact log feature. See Using the Contact Log for more information.   

  14. Accounting - Record and track instructor expenses. View expense statistics and categories. Manage accounting and invoice settings. See Managing Instructor Expenses for more information.

  15. Franchise - Manage new or existing franchise plans, enrol instructors on different franchise plans and view their related invoices (if applicable). You can also manage pupil referral rates and franchise settings. See Managing Franchisees for more information.

  16. Syllabus - Customise your school's syllabus for use with pupil progress tracking. See Syllabus Customisation for more information.

  17. School Profile - Edit your schools contact details, manage your school's logo and branding. See Changing School Settings for more information. 

  18. Settings - View message templates, access default notification settings for new users, add our widget to your website. See Managing Settings for more information.

  19. Subscription - Manage your school's subscription with Driving School Office, activate premium features like text message notifications, and download your DSO invoices. See Managing My School's Subscription for more information. 

  20. School Analytics - Access school statistics and run reports to see how well your school is doing. See Viewing School Statistics and Reports for more information.

  21. Data Import - Import user data in bulk to speed up your school's set up. See Importing Data for more information.

  22. Audit Log - Track user activity and create transparency between you and your team. See Using the Audit Log for more information. 

  23. Recent Activity - A filterable 'summary view' of all your recent activity. A summary of today's lesson will appear here if you have both admin and instructor privileges enabled.  

  24. Report an Issue - If you are having an issue with the app on your device and think you have found a fault let us know.

  25. Request Support - Contact our support team.

  26. Search - search for staff & pupils by name, email address etc. Search for lessons by pupil name.

Mobile

Dashboard

School Admin Dashboard - MobileSchool Admin Dashboard - Mobile
  1. Search - Access information more quickly by using the global search tool.
  2.  Home - Return to the dashboard
  3. Notifications - when a number is shown within this icon you have unread notifications. Click the icon to see your recent notifications.
  4. Contact Log - when a number is shown within this icon you have unmanaged contact logs. Click the icon to see the relevant contact logs.
  5. Menu - Used to access secondary functions - See Menu section below. 
  6. Instructor Diaries - Book, edit & cancel lessons using a live diary. Offer gaps to pupils. Request and cancel cover. Take payments for lessons. Record pupil progress. See Managing Instructor Diaries for more information.
  7. Staff - Manage current & past staff member accounts. Add new staff members. See Viewing & Managing Staff for more information. 
  8. Pupils - Manage current & past pupils. Add new pupils. View their lesson history. Take payments and view payment history. Track progress. See Managing Pupils for more information.
  9. Pupil Sign Ups - Self-sign up for new pupils. View and manage sign up requests. See Pupil Self Sign Up for more information.
  10. Payments - Track and record payments from your pupils for lessons, blocks and courses. See Setting Up, Recording & Tracking Payments for more information.
  11. Send An Email - Contact your pupils and other instructors/admins within your school. See Contacting Other Users for more information.
  12. Contact Log - Record, track and manage all business communication with the contact log feature. See Using the Contact Log for more information.   
  13. Syllabus - Customise your school's syllabus for use with pupil progress tracking. See Syllabus Customisation for more information.
  14. Accounting - Record and track instructor expenses. View expense statistics and categories. Manage accounting and invoice settings. See Managing Instructor Expenses for more information.
  15. Franchise - Manage new or existing franchise plans, enrol instructors on different franchise plans and view their related invoices (if applicable). You can also manage pupil referral rates and franchise settings. See Managing Franchisees for more information.
  16. School Analytics - Access school statistics and run reports to see how well your school is doing. See Viewing School Statistics and Reports for more information.
  17. Audit Log - Track user activity and create transparency between you and your team. See Using the Audit Log for more information. 

Menu

School Admin Menu - Mobile

School Admin Menu - Mobile

  1.  Your Account - click this to view & change your profile & account information. See Changing My Account Settings for more details.
  2. Log Out - Click this to log out and return to the login form.
  3. Dashboard - Return to the dashboard
  4. School Profile - Edit your schools contact details, manage your school's logo and branding. See Changing School Settings for more information. 
  5. Subscription - Manage your school's subscription with Driving School Office, activate premium features like text message notifications, and download your DSO invoices. See Managing My School's Subscription for more information. 
  6. Help - Click this to be taken to this help documentation.
  7. Comments & Suggestions - Send us your feedback
  8. Report an Issue - If you are having an issue with the app on the device and you've found a fault let us know about it.  
  9. Request Support - Contact our support team. 
  10. Switch to Desktop View - Use this if you are using the app on a large tablet device and prefer the desktop view.