Better Clinics Insights provides you with a summary of your account to help you make better decisions for your business. The Insights helps you keep track of your appointments, clients and sales summary. Insights can be accessed by clicking 'Insights' in the banner.

You have the ability to view either your account summary, all team members’ summary (location) and your business summary. 

Upcoming Appointments:

You can see upcoming appointments on the appointment tiles, including the client, time, duration team member and location. Quickly access the client details of those appointments by clicking on the tile.

Snapshot:

Clients
New Clients - New Clients for this week (Mon-Sun)
Clients - Number of total Active Clients
Recent Clients - Clients you've seen in the last 3 months

Today
New Clients - New clients today
Forecast Income - Forecast income for today
Payments Received - Payments you have accepted & reported today


Sales
Forecast Income - Forecast income for this week (Mon-Sun) based on appointments in your calendar/s & other sales
Payments Received - Payments you have accepted & reported this week (Mon-Sun)
Last Week - Payments you have accepted & reported last week (Mon-Sun)

Charting
You can view the charting of Sales by Month for the last 12 months.

Tip:
On the top right, you can use the search toolbar, to quickly search for a client or contact number for easy reference.

More:

Insights User Checklist

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