Financial Dashboard
Revenue trend, payment mix, projection, and synced financial widgets.
Synced
Performance Dashboard
Client/appointment KPIs, appointment mix, and Ontario-only regional map.
Dashboard
Business Snapshot
Current client, revenue, and projection metrics.
Status
Live sync state.
Client Base
0
Clients
Lifetime Earnings
$0
Synced revenue
Total Earnings This Month
$0
1st to month-end (realized + remaining)
Total Remaining This Month
$0
Future appointments + upcoming renewals
Memberships (Accumulated)
$0
Total membership earnings so far
Memberships This Month
$0
Paid this month (no future renewals)
Projected Quarterly
$0
AI forecast
Projected Yearly
$0
Trailing 90 days
Lifetime Appointments
0
All time
Upcoming
Future bookings and projected billables.
Therapist Schedule
Weekly therapist schedule and availability.
Staff review workspace
Completed Paid invoices, contract charts, payroll review, and practitioner operations in one place.
Open Payments
Open invoice totals and link/send actions.
Clients
Client records with compact actions and details.
Reminders
Client-level Home Voice and Mobile SMS reminder controls.
Memberships
Membership status, credits, and renewal data.
Birthday
Client birthdays sorted by nearest upcoming date.
Payment Links
Payment link status, send state, and actions.
Invoices / Receipts
Paid receipt PDFs saved after successful client delivery.
Auto Link Control
Payment-link automation controls per client.
Gift Cards
Issue, track, and manage gift card states.
Waitlist
Pending and notified request queue.
Loyalty
Milestones, reward states, and history.
Campaign Stats
Campaign-level performance, platform readiness, and attribution visibility.
Opt In/Out
Marketing consent and unsubscribe state.
Opt In/Out (Nearby)
Nearby Booking SMS opt mirror for the dedicated Nearby number.
Campaigns
Build, preview, send, and track campaigns.
System Log
System operations, statuses, and retries.
AI Phone Calls
Secure recordings from Relax & Renew and Relax & Refresh. Recordings are deleted after 30 days.
Communication Log
Search and manage outbound system, marketing, and operational messages.
Queue Monitor
Retryable failures and queue actions.
Block Client
Writes into the existing block table.
Blocked Clients
Search blocked and unblocked client records.
Error Visibility
Failed events, archived errors, and cleanup tools.