15 posts tagged with "Reports"

Commission settings explain in plain words, with an example, which amount the commission is calculated from, and a booked commission shows how it was calculated. Payments from the client's wallet are kept outside income. For medical practices, you can now issue referrals and prescriptions from the NHIS e-examination, fill it in from a template, and correct it after it is closed.

If you run ads, you can connect your location's Meta Pixel and Google Analytics 4 to online bookings. The Pixel receives Meta's standard events, and with the Conversions API booked appointments reach it from our server too.

This update is about the money: where it is recorded, what the receipt says, and which device issues the reversal. A payment carries its own location — the one where the money actually comes in — and there is a report that groups by it.

The team's day-to-day work now has its own place in the system. "Tasks" collects what today sits on sticky notes, in a notebook, and in the group chat: the call back to a client, the closing checklist, the order to the supplier. Every task has someone responsible or belongs to the whole team, it has a deadline, and it can carry a checklist of steps.

This update serves three different groups: the stockroom — a transfer says what is missing and protects your prices; clients — a cancelled group class can be booked again; and the owner — roles decide who sees which report.

This update is mainly for medical practices working with NHIS: the patient now signs the outpatient sheet on a tablet, and examination search finally works by NRN alone. Plus support for the new Datecs cash register series, a better layout on small laptops, and several fixes in sales and reports.

This update makes Google Calendar sync more stable and predictable, keeps your manual settings when editing an appointment, and gives you more control when correcting payments and clients, plus new filters for membership reports.

This update improves how Business and Marketplace handle limited resources, available times, and follow-up reporting. Teams can describe what a service needs more precisely, find a suitable time directly from the appointment form, clients get clearer choices during online booking, and reports show more context for payments and memberships.

This update adds a complete new check-in workflow to Business. "Reception" now includes a dedicated "Check-ins" lane, you can work with a new "Check-in service" type, charge entry and stay time through a linked sale, follow usage in new reports, and see check-ins in both the client profile and memberships.

This update adds new gift-voucher and client-wallet functionality to Business. You can now create and sell voucher products, track issued codes, load their value into the client wallet, and let clients use that balance in later sales. Around that flow, we also added new reports plus clearer tax, commission, and permissions setup.