Resumen del panel

The Overview is your admin home — the dashboard you land on whenever you open the admin area. It gives you a snapshot of your organisation and quick links to everything you'll do day to day. You'll find it at the top of the admin sidebar, marked Overview, just below the Subscription link.

Who can use this

Club admins and moderators can open the admin area and see the Overview. Admins can do everything; a moderator sees a slightly trimmed sidebar — any item they don't have permission for (for example Newsletters, which needs the news-publish permission) is simply hidden. The dashboard adapts the same way: cards and quick actions only appear when your role can act on them (for example, shop-order alerts only show if you can see orders, and Manage roles only shows for full admins). Everything you see only ever affects your own organisation.

What's on the page

From top to bottom, the dashboard shows:

• Homepage notice — a rose call-out at the very top while your homepage isn't live yet, because until then everyone who visits your site's front page sees a placeholder. It reads either Your homepage hasn't been created yet or Your homepage is still a draft, and its button takes you straight to the fix. The same notice appears on the Pages screen and on the placeholder itself. It disappears once your homepage is published.
• Setup prompts — friendly call-outs that only appear while something is unfinished, such as the Setup wizard card (with its progress bar and next step) or Connect your own domain. Don't want the wizard card any more? Click the ✕ in its corner to close it for good — the wizard stays reachable from the Getting started page in case you change your mind. (The one exception: if your homepage still isn't published after about a week, the card comes back once, because until then nobody can see your site at all.)
• Welcome hero — a greeting with quick buttons: + New news post, Edit pages and View public site →.
• Needs your attention — the triage strip, most urgent first: overdue membership applications, form responses awaiting a reply, paid shop orders waiting to be fulfilled, and a Coming up this week card listing your next published events. Each card carries a count and links straight to the page where you fix it. When nothing is waiting, a green all caught up note shows instead.
• Stat tiles — Active members, Pending applications, Pages and News posts, each clickable through to its section.
• Getting started link — a slim one-line pointer showing how many first-run steps remain. It opens the Getting started page, which holds the full checklist (theme, logo, choosing the modules you'll use, publishing your homepage, first news post, applications, email sender, navigation, bringing in your committee, and listing yourself in the directory) with a progress bar, plus a shortcut into the setup wizard. The Getting started page is also where the sample content card lives while any of our starter content is still on your site — see Clear the sample content below. The link disappears once everything is done.
• Recent news and Recent activity — your latest posts and a log of recent admin actions, side by side.
• Quick actions — a grid of shortcuts to common tasks.
• Refer a club (admins only) — your organisation's unique referral link, with a Copy link button and the progress of every club you've referred. Share the link with clubs you play against: when a referred club joins ClubHelix and starts a paid plan, your organisation and theirs each receive one free 28-day billing cycle. Statuses move from Signed up → Qualified — credit on its way → Free cycle credited as the referral progresses; the credit is applied by ClubHelix staff, so there's nothing more for you to do after sharing.
• Plan footer — your current plan and a Manage billing → link.

Step by step

Get oriented when you log in

1. Open the admin area; you arrive on the Overview.
2. Check Needs your attention first — it lists the things members are waiting on (unanswered form responses, unfulfilled shop orders, overdue applications) plus events coming up this week, most urgent at the front.
3. Read the stat tiles for a quick health check. A tile may show a note like +3 this week or 2 stale.

Finish your setup

1. Click the Getting started link to open the checklist page — each unticked item (choose a theme, upload your logo, choose the modules you'll use, set up your homepage, publish your first news post, approve applications, configure email sender, customise navigation) links straight to the right page, and every item ticks itself off automatically as you work.
2. Or click Continue wizard → to be walked through the rest step by step. Your home page is live from the moment you create your organisation — it carries your organisation's name and the description you wrote when you signed up — so the wizard is about finishing the rest rather than building from nothing. Your other pages start as drafts waiting for you to read them; see Pages. Three quick steps: Your logo, Colours (pick a palette and watch a preview of your own site change with it — nothing changes on the real site until you press the button), and Your words (read the pages the Helix Assistant has written for you), then a Done summary of what you built. Any step you'd rather not do can be ticked off with ✓ Mark as done, and a View your site ↗ link sits in the wizard header the whole way through.
3. The wizard keeps itself honest: anything you do from the normal admin pages counts automatically. Upload a logo from Branding, activate a theme from Theme, or add a teammate from Roles, and the matching wizard step ticks itself off — you never redo work you've already done.

What sign-up already asked you

Two of the questions on the sign-up form do real work, so it's worth knowing what they were for:

1. "Tell us about your organisation" — the couple of sentences you typed there are what the Helix Assistant writes your pages from. Left it blank? Nothing is broken; the assistant works from your name, your organisation type and your starting design instead, and you can give it a better description any time from the Your words wizard step.
2. "What will you use?" — the module checklist. Those ticks decide which parts of the platform switch on. We don't create any content for you beyond your pages — no sample events, news, venues, sponsors or products — because we'd only be inventing facts about your club that you'd have to delete. Change your mind whenever you like from Features.

The look of your site — the theme, the colours, the menus — came from the starting design you chose. The words are yours: your home page uses what you told us about your club, and the other pages carry a short question under each heading for the things only you can answer.

Let the assistant write your pages

The moment your organisation is created, the Helix Assistant starts rewriting your starter pages in your own words, in the background, while you get on with the logo and colours. By the time you reach the wizard's Your words step there's usually a draft waiting:

1. Still writing? You'll see a short progress screen. Your home page is live either way, so you're welcome to leave and come back.
2. Draft ready? You get a plain-English list of everything the assistant proposes to do. Nothing has changed on your site yet. Read it, then press Build it → to apply the lot, or Start over to throw the draft away and write your own brief instead.
3. No draft? If the background run never happened — you chose Blank site at sign-up, or something went wrong — the step shows the brief form instead: tick the pages you want, check the description, and press Draft my site with Helix. Already have a website? Paste its address under Already have a website? and the assistant reads it so your new site sounds like your club from the first draft.

Whatever the assistant writes is saved as a draft, so nobody can see it until you publish it yourself from the Pages screen. Publishing a page is how you approve it.

Clear the sample content

New organisations don't get any, so if you signed up recently there's nothing here to do — you'll never see this card. We used to create a couple of news posts, a couple of what's-on entries and a venue so your site looked busy on day one, and we stopped: an event we invented, at a venue we invented, is a fact about your club that isn't true, and it was the first thing everyone deleted.

If your organisation is older and still carries some of ours, the tidy-up button is still there:

1. Open Getting started from the Overview's steps remaining link. While any of that content is still ours, an amber card sits near the top: Your site includes N sample items.
2. Press Remove sample content. The sample news, events, venue, sponsors and products go, the card disappears, and your site keeps rendering — the sections simply show your own content, or nothing, instead. Your contact form is deliberately left alone: your contact page is built around it, and it's a form you'd only have to recreate.
3. Anything you've edited is kept. Change one word in a sample news post and it's yours: removal skips it and leaves it published. Your website pages are never touched at all — this button only ever removes news posts, what's-on entries, venues, sponsors and products.

Ask the Helix Assistant

The Helix Assistant button floats at the bottom-right of every admin page. Ask it to change your public site (it always shows a preview you approve first), ask it how any part of ClubHelix works (it reads this help wiki before answering), or just say where you want to go — "take me to shop orders" — and it opens the right page for you.

Jump to any task

1. Use the sidebar on the left, grouped into sections (Website management, User management, Publish updates, Competitions, Revenue, Business management, System). It shows the areas you look after first; see Personalise your sidebar below to change that, or switch to All pages.
2. Type in the Find a page… box at the top of the sidebar to filter it instantly — a few letters replaces scrolling through the groups. Press Esc to clear and get the full sidebar back. Search only ever shows pages your role can open.
3. Hover an item and click the star to pin it to a Favourites group at the top. Click a section heading to collapse or expand it — your choices are remembered on this device.
4. Or use the command palette: click Search admin in the middle of the top bar, or press Ctrl-K (⌘K on a Mac) from anywhere in the admin. See below.

Personalise your sidebar

The sidebar starts focused: it shows the pages for the areas you look after, not all seventy-odd. A switch under the search box at the top of the sidebar shows which view you're in, My pages or All pages, with a Personalise button beside it, so nobody is left wondering where a page went.

1. Click Personalise (or Personalise sidebar on the Learning centre).
2. Tick the areas you look after. There are nine: Website, Members & registrations, Communications, Competitions & teams, Money, Safety & operations, Facilities & programs, Committee & business, and Setup & integrations. Each one lists the pages it brings in.
3. Save. Your sidebar now shows those pages first. If you have never chosen, an Admin starts with Website, Members, Communications and Money, and a Moderator with Website and Communications.

A focused sidebar always keeps Overview, Subscription and the Learning centre, the page you are on, anything with a number badge waiting for you, your favourites, and the five pages you open most. It only ever hides pages: it never shows one your role can't open or your organisation has switched off.

• All pages (the other side of the switch under the search box) shows the full sidebar, and My pages takes you back. Your choice is remembered.
• Search finds everything. The Find a page… box and the command palette search every page you can open, whether or not the sidebar is showing it.
• Your interests and your Show all choice are saved to your account for this organisation, so they follow you to another device. The most-visited pages are counted in this browser only, so on a new device that part of the sidebar builds up again as you use it.

Take a tour of any page

Every admin page has a guided tour that points out what matters on it.

1. Click Tour this page, beside the ? help button at the top of the page.
2. Follow the highlighted spots. Next and Back (or the → and ← keys) move between steps, Esc or Skip tour closes it, and Finish completes it.
3. The first time you open a page you may see a small New here? Take the 1-minute tour offer. Choose Take the tour or Not now; it will not come back for that page. Don't show tours automatically on the same card stops these offers on every page.
4. Don't want the offers? Choose Don't show tours automatically on any tour. You can still start a tour yourself from Tour this page.

A step is skipped if the thing it points at isn't on the page, such as an empty list or a panel your plan doesn't include. That is why the Learning centre says "up to" a number of steps. Progress is saved to your account, so you can leave a tour and resume it later. For the full tutorial, see the Learning centre.

Command palette

• Before you type it offers your recently opened pages, actions (new website page, new news post, new event, open theme, open media library, view public site) and the pages you use most.
• Type to find admin pages, actions (including Open custom CSS), reports, and your website pages, news posts, events and email templates by title. Exact matches come first, then titles starting with what you typed. If you can open Members, it also finds members by name and opens their record.
• It only shows pages your role can open. A module that isn't released yet, or needs a higher plan, is labelled rather than hidden, just as in the sidebar.
• Move with ↑ ↓, open with Enter, close with Esc.
• Inside the page editor's text, Ctrl-K/⌘K belongs to the editor (it adds a link), so the palette won't open. Click Search admin instead.

Field reference

Tips & FAQ

• View public site → (top bar and hero) opens your live website so you can see what members see.
• Do I have to finish the wizard before my site is live? No. Your site is published from the second your organisation is created — the wizard only makes it yours. Skip the lot and you still have a working website.
• The assistant is still writing when I get to Your words. Leave it and come back; drafts normally take well under a minute. If a draft never turns up, the step quietly offers you the brief form instead, so you're never stuck.
• I don't want the assistant's draft. Press Start over on the review screen. The draft is discarded — your site is untouched, because nothing is applied until you press Build it → — and you get the brief form to try again with your own words.
• Where did the "What you need" step go? Onto the sign-up form, as What will you use?. Modules now live on Features and on the Getting started checklist. Old wizard links still work — they just land you back at the current step.
• How do I get rid of the sample news and events? Remove sample content on the Getting started page. Anything you've edited is treated as yours and stays.
• The bell in the top bar lists your notifications, each with an icon for its kind. Click one to open it: it's marked read and you land on the exact item, highlighted. Mark all read and Clear all sit at the foot of the panel.
• Sorting a list, and reading one on a phone. Click a column heading that shows the small up-and-down arrows to sort by that column, and click it again to reverse the order. Orderings no single column covers stay under Sort in the filter bar, and Reset puts the list back the way it opened. On a phone, each row shows as a card with the column names beside the values, and Sort lists every ordering, because the headings are hidden.
• A sidebar section is missing. Either it's collapsed (click the heading to expand), the sidebar is showing only your areas (switch to All pages, or search for it), or your role doesn't have permission for it.
• My sidebar looks different on another device. Your chosen areas and your My pages / All pages choice follow your account, but the most-visited pages are counted in each browser separately, so the second device builds that part up again.
• How do I stop the tour offers? Choose Don't show tours automatically on any tour. Tour this page still works whenever you want it.
• Where do I manage my plan? Use the Subscription link at the top of the sidebar, or Manage billing → in the plan footer. See Subscription & billing.
• Related: Learning centre, Members, Applications, News, Pages, Theme and Activity log.