Reporting and tracking
Detailed performance reports help you gain an in-depth understanding of the ins-and-outs of your practice. Track income and performance over time, and see which marketing channels are the most effective—real-time information to help you make the decisions that will grow and improve your practice.
All reporting and tracking features
Appointment reports
View your daily, weekly, and monthly schedules, or get a breakdown of what each practitioner is doing during the day.
Cancellations and no-shows
Track which clients haven’t attended their appointments and see how much notice they’ve given. Easily create cancellation fees for late cancellations.
Birthday reports
Easily see who has a birthday coming up, and contact them to offer a personalised happy birthday message.
Recalls
Track clients who need to come back for a follow-up, or reach out to clients who have never booked an appointment.
Client spend
See which clients are the biggest spenders, and how much they’ve spent over time.
Payment reports
See the total amount of payments taken on a particular day or a specific timeframe, and get a breakdown of payment types (credit card, cash, HICAPS, etc.).
Practice revenue
Get an overview of total revenue over any period of time—for the clinic as a whole, or for individual practitioners. See what services and products are the most popular.
Outstanding invoices
Get a list of all invoices that are still open, and see which practitioners are owed money.
Expenses
Record your expenses directly into weal to have them easy to report on, come tax time.
Practitioner performance
See how each practitioner is performing—from total revenue to new clients to number of cancellations, you’ll be able to get an overview of how everyone is doing.
Referrals
Track how your clients are being referred—whether by another client, a referring doctor, or custom referral sources that you set up.
Practice growth
See how many new clients you’ve gotten, as well as what types of appointments are the most popular and how clients are being referred.
Export treatment note to PDF
Export treatment notes to PDF to share them with doctors and other practitioners.
Exports
Easily generate spreadsheets to create your own custom reports.
Stock levels
Track current stock levels of all your products to know how many you have on hand.
Clients without upcoming appointments
See who doesn’t have anything booked for the future, and when their last appointment was.
Practitioner revenue
Get individualised reports that show how much each practitioner is earning, and what services they’re offering the most.
Take your business further with weal free for 30 days
Create a weal account and try every feature, including all the reporting features, free for 30 days. Set up is quick and easy and usually takes less than 15 minutes.
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