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:


  1. 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. 
  2. 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:


  1. Return vs. new patients 
  2. Income reporting 
  3. Advanced client balance tracking 
  4. Top selling products 
  5. Top referrers





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