Finding your way around

The menu

The menu is grouped by when you use it: the day's work first, admin last. Hover over an item (on a computer) to see what it's for. You only see what your role and plan allow.

Items with tabs

Some items hold more than one screen, with tabs across the top of each:

• Diary: the diary, and the Waitlist of patients wanting an earlier appointment.
• New sale: selling products, and Stock (owner, managers and reception).
• Members & plans: Members (owner and reception) and Treatment plans.
• Reports: the reports (owner), and Insights, ideas for the week (managers, on plans with AI).
• Tasks & meetings: Tasks and the board, and Meetings notes.
• Staff: SOPs, Training, Leave, Compliance checks and reports, and New starters (managers).
• Forms & exercises: the Forms patients fill in (managers) and the Exercises library (clinicians).
• Help: these articles, and Team feedback, what your team has sent (owner).

When only one of an item's screens is yours, the menu shows that screen on its own (a clinician sees Treatment plans, for example). Old bookmarks still work.

Leads or Inbox?

Leads lists people who've been in touch but aren't patients yet, with where they came from, so you can follow them up until they book. Inbox is the conversations themselves: texts, WhatsApp, email, social messages and calls, with patients and with anyone else.