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.
You have the ability to view either your account summary, all team members’ summary (location) and your business summary.
You can see upcoming appointments on the appointment tiles and quickly access the client details of those appointments.
The Insights gives you an overview of:
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
New Clients - New clients today
Forecast Income - Forecast income for today
Payments Received - Payments you have accepted & reported today
Forecast Income - Forecast income for this week (Mon-Sun) based on appointments in your calendar/s
Payments Received - Payments you have accepted & reported this week (Mon-Sun)
Last Week - Payments you have accepted & reported last week (Mon-Sun)
You can view the charting of Sales by Month for the last 12 months.
On the top right, you can use the search toolbar, to quickly search for a client or contact number for easy reference.
Shortcut + button (this button has been placed on the bottom left so you can always get to it quickly from anywhere!). Add a: