Dashboard
Upcoming appointments
| When | Patient | Phone | Status |
|---|
Conversations
Opportunities
Drag a card to move it between stages.
Campaigns
What each ad produced. Divide what you spent on an ad by its Paid count to get your cost per booking. Opens counts requests for the booking page, not people — known bots are excluded, but one person can open it twice. Compare it with unique link clicks in Ads Manager, not with impressions.
| Creative | Campaign | Source | Opens | Started | Paid | Open → Paid | Paid % | Revenue | Show rate |
|---|
Leads
People who started booking and have not paid. Nobody here has been charged. Not-yet-contacted first, then newest.
Waiting for a call
These patients are waiting for you to phone them and agree a time. Most have already paid online. Anyone marked Pays at visit saved their spot without paying: take the payment when they come in, then tap Paid at visit. Keeping the time in your own calendar? Tap Booked – time on clinic calendar instead of picking one. Least-chased first.
Contacts
| Name | Phone | Stage | Source |
|---|
Paste the secret iCal address of the calendar you actually book on. Anything on it blocks that time, so patients can only pick times you are really free.
Google Calendar: Settings → pick the calendar → Secret address in iCal format. Apple Calendar: right-click the calendar → Share Calendar → Public Calendar, then copy the link.
Where this system reaches you when something needs a human -- a patient who paid but has not been called back, or messages that stopped sending.