Monitoring and Analytics
Gain deeper insights into your practice’s performance with detailed reports, helping you track income, monitor growth, and evaluate the effectiveness of various marketing channels. With real-time data, you can make informed decisions to help your practice flourish.
All reporting and tracking features
Appointment Overview
Easily access daily, weekly, or monthly schedules, and get a detailed breakdown of each practitioner’s daily activities.
Cancellations and No-Shows
Stay on top of missed appointments by tracking which clients haven’t shown up and how much notice they provided. You can also create custom cancellation fees for late cancellations, making it easier to manage your schedule.
Birthday reports
Effortlessly view upcoming client birthdays and send personalized birthday messages to build better relationships with your patients.
Client Follow-ups
Track clients who need follow-up appointments or identify those who haven’t scheduled an appointment yet.
Top Spenders at Your Practice
Identify your top-spending clients and monitor their spending patterns over time, enabling you to nurture your most valuable relationships.
Payments at a Glance
Access a detailed view of the payments made on any given day or over a specific period. Get a clear breakdown of payment methods, whether it’s credit card or cash.
Revenue Breakdown
Generate reports on total revenue, broken down by the practice as a whole or by individual practitioners. This gives insight into which services and products are driving the most revenue.
Outstanding Payments
See a clear list of unpaid invoices and find out which practitioners are still owed money.
Expense Tracking Made Simple
Easily input and track your expenses, simplifying reporting when tax season comes around.
How Your Team is Performing
Measure how each practitioner is doing by reviewing total revenue, new client acquisition, and appointment cancellations to help with performance evaluations.
Referrals Sources
Track how clients are finding your practice, whether through other clients, doctors, or customized referral sources, giving you insight into which marketing strategies work best.
Growth and Client Trends
Monitor your practice’s growth by looking at new client numbers, appointment trends, and referral sources.
Data Exports
Quickly export data into spreadsheets, allowing you to create custom reports that meet your specific needs.
Exports
Stay on Top of Inventory
Keep track of your product stock levels and ensure you always know what’s on hand for better supply management.
Re-engage Inactive Clients
Identify clients who don’t have any future appointments booked and check when they last visited. Reach out to bring them back in for a new appointment.
Individual Practitioner Revenue
Generate personalized reports to see how much revenue each practitioner is bringing in and what services they are providing most often.
Try Weal for Free and Transform Your Practice
Sign up today and explore Weal’s powerful monitoring features with a 14-day free trial. It’s quick and easy to get started.
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