Updates
- Reports are now available! Generate reports for key business areas, including bookings, packages, payments, forms and notes. You can also compare metrics against previous periods, save and export custom reports, and share reports with team members. Get Started
The following reports are available in this release:
- Session History - view all sessions scheduled for a given period
- No-shows & Cancellations - view all no-shows and/or cancellations within a given period
- Session Recall - view all clients who have not booked since a given date
- Package History - view all packages booked within a given period
- Active Packages - view all packages which have sessions remaining
- Payment History - view all payments made within a given period
- Pending Forms - view all forms which have not been completed
- Form Response Summary (Starter plan or higher) - view all client responses to a given form
- Unsigned & Incomplete Notes - view all in-progress, completed, and signed session notes
- The Form Response Summary Report allows you to view and analyze multiple submissions for a given form. Learn more
- Stripe fees are now recorded with each transaction. You'll be able to view transaction fees by running a Payment History Report or exporting your invoice history.
- UI/UX improvements