Document Overview

Start Guides

Getting Started with Evallo

Dashboard Walkthrough – Your Evallo Control Center

Setting up Account and Business

How to Invite Users to the Platform

How to Map a Student to the Tutor

How to Map a Parent to a Student

Creating a Group

Adding and Saving a Service and its Rates

Documents

Quick Start Guide

Documents

Quick Start Guide

Documents

Quick Start Guide

Dashboard Walkthrough – Your Evallo Control Center

Dashboard Walkthrough – Your Evallo Control Center

The Evallo Dashboard is the central hub where educators, tutors, admins, and business owners can monitor activity, manage workflows, and quickly access all essential tools. This walkthrough helps you understand each major section of the dashboard so you can get the most out of your daily operations.

Why It Works

The Evallo Dashboard isn’t just a landing page—it’s your control center. Designed to reduce back-and-forth, simplify your daily flow, and put powerful tools at your fingertips.

Stay focused. Stay informed. Stay on track.

Welcome to the dashboard that works for you.

Start Your Day with Clear Priorities

See exactly what needs your attention the moment you log in. From pending payments to upcoming meetings or incomplete assignments, your personal task list is auto-prioritized so you spend less time searching, more time doing.

  • Your Tasks: All high-priority assignments, invoices, and sessions in one glance

  • Product Usage: Get a visual snapshot of product usage as per your subscription plan

  • Activity Log: Stay on top of all changes with a log of every update

  • Quick Access Buttons: Dive straight into any product (Calendar, Invoicing or Prepwork) with a single click.

  • User Activity: See how many students, parents, and tutors are active in the last month.

Know Your Learners

Keep tabs on your entire community. From total members to recent joins and activity statuses, your Dashboard keeps you informed and proactive.

  • Your Students: View and manage mapped students directly from your dashboard

  • User Activity: See how many students, parents, and tutors are active in the last month.

Revenue & Growth Snapshot

Get a quick pulse on how your business is growing. Track user signups, promotions, and performance trends all from one place.

  • Referral Trends: See which referrals performed best

  • User Growth Trends: Visualize how your user base is expanding over time


Calendar: Schedule Without Stress

The Calendar section in your dashboard gives admins, tutors, and families one place to manage everything from scheduling to availability to session revenue with zero guesswork.

  • Set Up in Minutes
    Get started quickly with a guided setup. You'll see your progress in real time.

  • One-Click Event Reconciliation
    Stay organized post-session with the Reconcile Events table. Quickly mark events as completed and update statuses in a few clicks.

  • Manage Requests with Confidence
    View and act on session or consultation requests directly from the dashboard.

  • Never Miss What’s Next
     See upcoming events, participants, platforms (Zoom or Google Meet).

  • Integrate and Automate
    Connect your calendar platforms with a single click.

  • Set Tutor Availability
    View, edit, or assign availability for every tutor in your organization.

  • Track What You Earn
    Visualize earned, projected, and leaked revenue directly from your sessions.

  • Know What Services Drive Results.
    The Top Services table gives insight into which services are most used.

Calendar: Schedule Without Stress

The Calendar section in your dashboard gives admins, tutors, and families one place to manage everything from scheduling to availability to session revenue with zero guesswork.

  • Set Up in Minutes
    Get started quickly with a guided setup. You'll see your progress in real time.

  • One-Click Event Reconciliation
    Stay organized post-session with the Reconcile Events table. Quickly mark events as completed and update statuses in a few clicks.

  • Manage Requests with Confidence
    View and act on session or consultation requests directly from the dashboard.

  • Never Miss What’s Next
     See upcoming events, participants, platforms (Zoom or Google Meet).

  • Integrate and Automate
    Connect your calendar platforms with a single click.

  • Set Tutor Availability
    View, edit, or assign availability for every tutor in your organization.

  • Track What You Earn
    Visualize earned, projected, and leaked revenue directly from your sessions.

  • Know What Services Drive Results.
    The Top Services table gives insight into which services are most used.

Invoicing: Payments Made Painless

Designed for both speed and control, the Invoicing section lets admins stay on top of billing without spreadsheets or backlogs.

  • At-a-Glance Summary
    View lifetime revenue, outstanding balances, and overdue payments from one place.

  • Create Invoices Instantly
    Need to bill a session or consultation manually? Hit New Invoice and get it done in seconds.

  • Track What’s Been Paid
    The Payment History card displays the latest paid invoices with quick access to full details.

  • Stay Ahead of What’s Due
    The Pending Invoices section flags what needs action, with due dates, invoice IDs, and direct access to each.

  • Respond to Requests with Ease
    Whether it's a refund or a query, all payment-related requests show up right here, so you never miss a thing.

  • See Your Top Earners
    Identify which services, referral codes, or locations bring in the most revenue.

  • Total Transparency
    From leaked revenue to projected earnings, our Revenue Metrics break it all down clearly.

Invoicing: Payments Made Painless

Designed for both speed and control, the Invoicing section lets admins stay on top of billing without spreadsheets or backlogs.

  • At-a-Glance Summary
    View lifetime revenue, outstanding balances, and overdue payments from one place.

  • Create Invoices Instantly
    Need to bill a session or consultation manually? Hit New Invoice and get it done in seconds.

  • Track What’s Been Paid
    The Payment History card displays the latest paid invoices with quick access to full details.

  • Stay Ahead of What’s Due
    The Pending Invoices section flags what needs action, with due dates, invoice IDs, and direct access to each.

  • Respond to Requests with Ease
    Whether it's a refund or a query, all payment-related requests show up right here, so you never miss a thing.

  • See Your Top Earners
    Identify which services, referral codes, or locations bring in the most revenue.

  • Total Transparency
    From leaked revenue to projected earnings, our Revenue Metrics break it all down clearly.

Prepwork: Keep Students Sharp and Ready

Prepwork helps you assign, track, and measure student learning, giving educators and admins a data-rich space to improve outcomes.

  • Fast, Guided Setup
    With a simple step-based setup process, you can activate Prepwork in minutes.

  • Spot What’s Overdue
    Catch overdue assignments before they become bottlenecks. View details or drill down into the full list with one click.

  • Measure What Matters
    The Progress Overview lets you track key metrics like average time taken, completion rates, and student-wise breakdowns.

  • Score Smarter
    See how your students are improving over time with average gains, superscore data, and performance by test type.

Prepwork: Keep Students Sharp and Ready

Prepwork helps you assign, track, and measure student learning, giving educators and admins a data-rich space to improve outcomes.

  • Fast, Guided Setup
    With a simple step-based setup process, you can activate Prepwork in minutes.

  • Spot What’s Overdue
    Catch overdue assignments before they become bottlenecks. View details or drill down into the full list with one click.

  • Measure What Matters
    The Progress Overview lets you track key metrics like average time taken, completion rates, and student-wise breakdowns.

  • Score Smarter
    See how your students are improving over time with average gains, superscore data, and performance by test type.


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