Dashboard

The Dashboard gives a quick overview of clinic activity, booking channels, consultation types, appointment trends, visit status, and revenue statistics.

Review dashboard overview

1. Open the main menu.
2. Tap Dashboard.
3. Check Total Appointments to see the appointment count.
4. Check Total Patients to see the patient count.
5. Check Total Leads to see new lead count.
6. Review Booking Channels to compare WhatsApp, Web, Walk-In, and Call bookings.
7. Review Consultation Types to compare In Person and Teleconsultation appointments.
8. Use Appointment Trends to compare bookings by Week, Month, or Year.

Review dashboard statistics

1. Select the required Location.
2. Select the required Service.
3. Review Visit / Not Visit Statistics.
4. Switch between Week, Month, and Year.
5. Review Revenue Statistics.
6. Use the chart to compare revenue trends over time.

Main menu order

Use the main menu in this order:

1. Dashboard
2. Appointments
3. Leads
4. Patients
5. Payments
6. Calendar
   • Schedules
   • Holidays
   • Late Arrivals
   • Hold Slots & Tokens
7. Services
8. Profile
   • Overview
   • Specifications
   • Contact
9. Settings
   • Account Settings
   • Users & Roles
   • Message Settings
   • Message Templates
10. Billing
11. Notifications
12. System Tools

• Activity Log
• Reminder Log
• Developer Tools

13. Help & Support

• Feedback