The Dashboard and Analytics pages give team admins up-to-date insight into:

On the Dashboard, team admins see an overview of the clinic, including New Clients, Cancellations, Your Revenue and Online Bookings compared with last month. You can also preview Upcoming Appointments for this week and next, and a Billing summary of open, overdue and ready-to-invoice items.

Further down, the Analytics Overview gives a quick look at the week, with tabs for Prescriptions, Trends, Types, Notes and Team.

The Notes tab shows treatment notes that still need finishing.

The Team tab shows team performance, including revenue per practitioner, appointments and cancellation rates.

Click View Detailed Reports at the top of the Dashboard to open the full Analytics page.

You can also open Analytics at any time from the main sidebar. The menu on the left has five sections: Appointments, Treatment Notes, Programmes, Client Analytics and Billing.

Each section has Filters at the top. Choose a date range from the calendar or use the quick buttons (Last 7 Days, Last 30 Days, Last 90 Days, Year To Date and Last 12 Months), then click Search. Reset clears your filters.

Every chart has its own menu (three lines) in its top right corner. Open it and choose:

Set your date range and filters first, as the file reflects what is on screen.

Select Appointments from the Analytics menu. The Overview tab shows Total Appointments, Unique Clients and Invoiced Revenue, with charts for Appointments Trend, Appointments by Practitioner, Appointments by Type, Practitioner Appointments by Type (as a bar chart or treemap) and Revenue by Type & Practitioner.

As well as dates, you can filter by practitioner (All Practitioners) and appointment type (All Types).

Use the tabs to switch between Overview, Booking Methods, Cancellations and Upcoming Appointments.

Treatment Notes Analytics shows how complete your clinical notes are. The Completion Rate tab shows the overall completion rate (finalised notes compared with all notes), the share of pending notes, and the completion rate for each practitioner. Click View Pending to see the notes still in draft.

The Clients without Treatment Notes tab lists clients who have had appointments but have no notes, so you can add the missing notes from their client record.

Programmes Analytics shows Total Programmes Issued and Total Unique Patients, with a weekly trend chart covering the last 24 weeks. You can filter by practitioner.

Client Analytics helps you understand who your clients are and how they attend. The top cards show Total Clients, Avg. Visits per Client and Most Popular Day. Under Detailed Analytics there are four tabs:

These insights can support staffing, scheduling and marketing decisions. On a team account they also help you understand colleague activity, client engagement and financial performance over time.

The Billing section shows your open and overdue invoices and the appointments that are ready to bill, so you can act on them in one place. From here you can View invoices, Send reminders, Bill this week's sessions or click Go to billing.

To suggest something you would like to see in Analytics, click Feature Request at the foot of the sidebar.