Dashboard
Start every workday with a complete overview of your therapy practice in one central dashboard. See upcoming and past sessions, track uninvoiced appointments, and manage draft invoices — all at a glance. Filter by client name or appointment status to quickly find the information you need. Monitor your practice performance with session counts and revenue summaries. The dashboard is designed to be the ideal starting point for therapists, massage therapists, and wellness professionals who want to stay organized and on top of their daily schedule.
Your Practice at a Glance
The dashboard is your command center — the first thing you see when you start your workday. It provides an instant, comprehensive overview of your therapy practice, displaying upcoming sessions, recently completed appointments, and key metrics that matter most. At a glance, you can see how many sessions are scheduled for today, which clients are coming in, and whether any appointments need attention. The clean, organized layout ensures you never miss an important detail, whether it's a pending confirmation, an uninvoiced session, or a draft invoice waiting to be finalized. It's designed to answer the question 'What do I need to focus on right now?' in seconds.
Track Revenue and Uninvoiced Sessions
One of the most valuable features of the dashboard is its ability to highlight uninvoiced appointments — completed sessions that haven't been billed yet. This ensures no revenue slips through the cracks. You can see at a glance which sessions are ready for invoicing and take action with a single click. Draft invoices are also displayed prominently, making it easy to finalize and send them to clients without switching between multiple screens. For therapists who want to stay on top of their finances, the dashboard provides revenue summaries and session counts that give you a clear picture of your practice's financial health.
Filter, Find, and Take Action
As your practice grows, finding specific information quickly becomes essential. The dashboard includes powerful filtering capabilities that let you search by client name or filter by appointment status — upcoming, completed, cancelled, or pending confirmation. This makes it easy to locate any appointment or client in seconds, even if you have hundreds of sessions in your history. The dashboard is also your launchpad for action: from here, you can navigate directly to client profiles, create new appointments, generate invoices, or review your analytics. Everything is connected, so you spend less time navigating and more time providing care.