Payment dashboard
Review orders, transactions, balances and refunds in one place.
Payment activity
In Managed: Payment dashboard on Free
Reporting and finance · Payment dashboard on Free
Know your numbers without a spreadsheet
See the numbers behind each working day. Review payments, expenses, staff earnings and business activity alongside your bookings and client records.
Free includes the payment dashboard. Full reports are available on Starter and Growth; business intelligence is Growth only. See pricing for the full plan comparison.
See Managed reporting in 60 seconds.
No sound required
Explore Cosmetic Clinic’s recorded results, compare a reporting period, inspect completed-order sales, appointment demand and customer activity, then export a CSV.
Read the video summary
- 00:00
Choose the report for the question
Open the reports workspace and choose business overview, sales performance, appointments or customer retention.
- 00:08
Set the reporting period
Compare 1–30 September with the previous equal-length period, 2–31 August. Load the recorded results for the chosen dates.
- 00:17
Review completed-order sales
See completed orders, amount due, average order and outstanding balances, with the sales mix and order reconciliation alongside them.
- 00:26
Compare services behind the diary
Review appointment outcomes, bookings by service, booked hours and net delivered value. These measures have a different basis from completed-order sales.
- 00:35
Understand customer activity
Open the customer report to review client activity and rebooking measures for the selected period.
- 00:44
Export the selected results
Use Export CSV for the selected report and dates. The sales CSV includes metric values, with monetary amounts labelled in minor units.
- 00:53
Bring the numbers into the next decision
Keep operational reports close to the recorded work in Managed. Full reports are available on Starter and Growth, with appropriate permissions.
Keep payments and expenses visible
Keep each payment, expense and adjustment close to the booking and client record.
Expenses
Record expenses with receipts, categories, tax lines and recurring schedules.
Expense tracking
In Managed: Available across plans
Staff earnings
Review commission and tips alongside the work recorded in your workspace.
Team payments
In Managed: Full reports on Starter & Growth
Business activity
Bring lead, campaign and stock reports together with your financial workflows.
Business activity
In Managed: Full reports on Starter & Growth
Choose the reporting depth that fits
Start with the payment dashboard, then add broader operational reports or business intelligence as your business grows.
Questions about reporting and finance
See this month’s numbers before the month ends
Bring the selected period’s activity into view and share the figures your team needs for its next decision.