โ—ˆ
Dashboard
Monday, April 6 ยท 8 appointments today
Revenue Today
$2,840
โ†‘ 12% vs last Monday
$
Deposits Protected
$1,240
โ†‘ $340 this week
๐Ÿ›ก
Clients Need Outreach
7
3 critical (60+ days)
โ†ป
Monthly Recurring
$9,400
โ†‘ 47 active members
โ—‰
โš 
2 no-shows this week โ€” $340 recovered automatically via deposit protection. 3 clients are overdue for rebooking. 5 membership prospects identified.
Dismiss โœ•
Today's Schedule
8 appointments ยท 3 providers
9:00
Botox โ€” Forehead ยท Dr. Reyes
Checked In
9:30
Hydrafacial Deluxe ยท Lisa K.
Confirmed
10:00
Lip Filler โ€” 1ml ยท Dr. Reyes
Confirmed
11:00
Chemical Peel ยท Lisa K.
No-Show
1:00
Sculptra 2-vial ยท Dr. Reyes
Confirmed
Weekly Revenue
$9,240
โ†‘ 18% this week
๐Ÿ›ก No-Show Shield ACTIVE
Deposits collected$1,240
No-shows blocked8 this month
78% of bookings are deposit-protected this month
โ†ป Needs Outreach
SC
Botox โ€” 95 days ago
95d
RH
Chemical Peel โ€” 67 days ago
67d
ML
Hydrafacial โ€” 48 days ago
48d
Monthly Recurring Revenue
$9,400
from 47 active members
Prospects ready9
Annual projected$112,800
Today's Appointments
8
3 providers ยท 2 rooms
Revenue Today
$2,840
Estimated total
No-Shows Today
1
$50 deposit collected
Deposit Protected
7
of 8 appointments
All Appointments
8 appointments today
All
Confirmed
No-Shows
ClientServiceTimeProviderDepositStatusAction
Total Clients
284
โ†‘ 12 this month
Active (30 days)
68
โ†‘ 8% vs last month
Avg Lifetime Value
$840
โ†‘ $60 this quarter
Members
47
16.5% of client base
Client Roster
10 clients shown
๐Ÿ”
ClientPhoneLast ServiceVisitsTotal SpentStatusAction
Revenue Recovered
$1,240
Deposits collected
๐Ÿ›ก
Deposits Held
$640
8 upcoming appointments
No-Shows This Month
6
โ†“ 4 fewer than last month
Protected Bookings
78%
โ†‘ 12% vs last month
Deposit Ledger
All deposits
All
Active
No-Shows2
Collected
ClientServiceDate & TimeDepositStatusAction
Policy Settings
Default Deposit Amount
$
Require deposit on all bookings
Applied automatically at checkout
Auto-charge on no-show
Collect deposit automatically
Send 24hr reminder text
Reduces no-shows by 60%
Free cancel within 24hrs
Full refund if cancelled in time
Performance This Month
Deposit rate
78%
No-show reduction
60%
Recovery rate
92%
Messages Sent
24
โ†‘ 6 this month
๐Ÿ’ฌ
Need Outreach
7
Action required
Response Rate
64%
โ†‘ 8% vs last month
Revenue Retained
$4,200
Est. from outreach
Outreach Queue
7 clients ยท sorted by urgency
All7
๐Ÿ”ด Critical
๐ŸŸก Overdue
โœ“ Sent
Auto-Outreach Rules
โฐ
Service Due Reminder
3 days before rebook window
๐Ÿ“…
Lapsed Client Nudge
No visit in 45+ days
๐ŸŽ‚
Birthday Offer
7 days before birthday
โญ
Post-Visit Follow-Up
48hrs after appointment
๐ŸŽฏ
Win-Back Campaign
No visit in 90+ days
Message Performance
Open rate
92%
Response rate
64%
Booked after text
48%
Unsubscribed
2%
Monthly Recurring
$9,400
โ†‘ $600 this month
โ—‰
Active Members
47
โ†‘ 3 this week
Ready to Convert
9
High-fit identified
Annual Projected
$112,800
Based on current MRR
Conversion Prospects
Ranked by membership fit score
Active Members
47 billing monthly
Membership Plans
MRR Overview
$9,400
from 47 members
Annual projected$112,800
Avg per member$200
Goal: $15k MRR63%
Conversion Tips
Best time to offer: Right after a positive visit, before checkout.
Magic number: 3+ visits = 4ร— more likely to convert.
Frame it right: "You already spend $X/month โ€” for $Y you save $Z and get priority booking."
Total Revenue
$38,400
โ†‘ 22% vs last month
Total Appointments
312
โ†‘ 18 this month
MRR
$9,400
โ†‘ $600 this month
No-Show Rate
8.2%
โ†“ 4% vs last month
Service Revenue
$29,000
75.5% of total
Membership Revenue
$9,400
24.5% of total
Deposits Collected
$1,240
No-show protection
Revenue Trend
$38,400
โ†‘ 22% this month
Recent Transactions
ClientServiceAmountTypeDate
Total Services
7
In your menu
Most Popular
Hydrafacial
By bookings this month
Avg Service Price
$376
Across all services
Avg Duration
55
Minutes per service
Service Menu
Service NameCategoryDurationPriceBookingsAction
Total Staff
3
Active providers
Top Provider
Dr. Reyes
By appointments this month
Appts This Week
106
Across all providers
Revenue This Week
$18,400
Across all providers
Staff Directory
ProviderRoleSpecialtiesPhoneAppointmentsAction
Business Info
Your Client Booking Link
Share with clients
Platform Settings
No-Show Shield
Auto-collect deposits on no-shows
Retention Engine
Auto-identify lapsed clients
Membership Converter
Auto-score conversion prospects
SMS Notifications
Client reminders and offers
Integrations
๐Ÿ’ณ
Stripe Payments
Real deposit collection
๐Ÿ’ฌ
Twilio SMS
Real text message sending
๐Ÿ“Š
Google Analytics
Track booking conversions
Subscription
โ— ACTIVE
Current Plan
Growth
$1,500/mo
All three AI tools ยท Unlimited SMS ยท 30-min monthly strategy call
Next billing: May 6, 2026
Change Plan
Starter
$799/mo
No-Show Shield + Retention Engine ยท Up to 100 appts/mo ยท 500 SMS/mo ยท Email support
No-Show Shield Retention Engine 500 SMS/mo
CURRENT PLAN
Growth
Most Popular
$1,500/mo
Everything in Starter + Membership Converter ยท Unlimited SMS ยท Klaviyo email marketing ยท Priority support ยท 30-min monthly strategy call
All 3 AI Tools Unlimited SMS Strategy Calls
Elite
Premium
$2,500/mo
Everything in Growth + AI phone receptionist ยท Multi-location management ยท Google Review automation ยท Weekly strategy calls ยท Dedicated account manager
AI Receptionist Multi-Location Weekly Calls
No contracts ยท Cancel anytime ยท Changes take effect next billing cycle
โœ“Doneโœ•