Reports
My Appointments
Last Update 4 years ago
Our advanced reporting features are still under development.
In the meantime, we have the following reporting functionality:
- TAKINGS: On your calendar in the My Appointments tab, you'll see a button called Takings. You can filter by date and view a list of all transactions made and how they were paid for during the specified date range.
- OWED: On your dashboard, you'll see an 'Unpaid invoices' list. Click here to view outstanding invoices, send payment reminders out in bulk or to update payments.
Coming soon, reporting will include:
- Return vs. new patients
- Income reporting
- Advanced client balance tracking
- Top selling products
- Top referrers
