01Monthly report
Owner-ready, always current.
The monthly report page pulls the completed month together: revenue with year-on-year context, patients, completion and rebooking, marketing performance and trends. Pick any month, print to PDF, share with a partner or your accountant.
- At a glance tiles with one number and one delta each
- Month picker for any period on record
- A partner PDF designed to be shared outside the clinic
/dashboard/reports
02The emails
Three cadences. Zero effort.
A Monday briefing with last week settled and the week ahead. A completed monthly report on the first Monday of the month. And an optional daily digest at 8pm: patients seen today, money taken today, new patients and what is booked for later.
- Monday briefing: last week, the week ahead, the projection
- Monthly report edition with year-on-year context
- Optional 8pm daily digest, computed at send time
- A calm note when a dip has an obvious benign cause
Inbox · 8:00pm
Today at your clinic
£6,943
Taken today
96
Patients seen
12
New patients
41
Booked in for later
Figures are calculated at 8pm from your live diary. Illustrative numbers shown.
03Patient recall
The revenue hiding in your patient list.
Patients who have gone quiet, bucketed by how warm they are and sorted by what they were worth. Before every export, each patient is re-checked live against your PMS so nobody who already rebooked makes the list.
- Warm, cooling and lapsed buckets with values attached
- Live re-check on export, so the list is never stale
- CSV for your admin team, with direct PMS links where your system supports them
/dashboard/recall
