Dashboard
Booking Target
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Every completed appointment counts toward the target — recurring clients add one per visit.
Today's Schedule
Next 7 Days
🎂 Birthdays This Month
| Client | Date of Birth | Phone | Type | Last Visit |
|---|
Take a few details when an enquiry comes in, then complete the full registration and consent form at the first appointment.
Quick Enquiry Capture
Waiting to Register
0
Select a day
Send a Reminder
Use [Name], [Date] and [Time] — they fill in automatically.
Automatic Reminders
Checking email delivery status…
Reminder History
0
| Sent | Client | For Appointment | Channel |
|---|
| Date | Platform | Content | Type | Status |
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Ready-to-use post ideas for Podiva. Tap Use to drop one straight into the planner.
Post Idea Bank
Your Saved Captions
| Campaign | Platform | Dates | Budget | Spend | Reach | Clicks | Enquiries | Cost / Enquiry |
|---|
Spend vs Enquiries by Campaign
Where Clients Come From
Enquiry to Client Conversion
Save your profile links once — every post in the planner gets an Open button that jumps straight there, so you can paste the caption in.
Profile Links
New Sale
Total: £0.00
Low Stock
| Product | Category | Price | In Stock | Stock Value |
|---|
| Date | Client | Product | Qty | Total |
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Record a Payment
Who Owes What
Payment History
| Date | Client | Method | Covers | Amount |
|---|
Add an Expense
Spending by Category
Expense Log
| Date | Description | Category | Receipt | Amount |
|---|
Log CPD Activity
Hours by Category
CPD Portfolio
| Date | Activity | Category | Type | Hours | Provider |
|---|
DBS checks, first aid, professional qualifications — upload the certificate and set a renewal date so you get an alert before it lapses.
| Certificate | Category | Issuer | Issued | Expires | Status |
|---|
| Policy | Provider | Policy Number | Renewal Cost | Start | Expires | Status |
|---|
Referral Details
Letter Preview
Fill in the details and generate a letter.
Your data is stored securely in the cloud and available on any device you sign in on.
Export Backup
Download everything as a single file — a local copy in addition to the cloud.
Account
Signed in as .
Google Calendar
Every appointment you book is pushed to your Google Calendar automatically, so you can see your day on your phone.