Leads, bookings, treatments, and revenue broken down by acquisition channel.

Patients seen, treatments completed, and revenue generated by each team member.

Track lead-to-booking and booking-to-treatment conversion rates with channel and date filters.

Revenue by channel and team member, average value per patient, and month-over-month trends.

Auto-sync patients, appointments, invoices, and practitioners. Real-time webhooks.

Patient sync, appointment tracking, and revenue attribution for SOE practices.

Full Pabau integration for aesthetics and dental clinics.

Cliniko for physiotherapy, osteopathy, and allied health.

Import campaigns, ad spend, clicks, and conversions. Attribute cost-per-acquisition to actual patient revenue.

Import Facebook and Instagram ad campaigns, spend, and lead data. Track social ad ROI to treatment revenue.

Send automated emails from workflows. Transactional and marketing email delivery.

Send SMS messages from workflows. Appointment reminders and lead follow-ups.

Receive and reply to Instagram Direct Messages. AI auto-reply to qualify leads and collect contact details.

Receive and reply to Facebook Page messages. Auto-respond to enquiries and push leads into your pipeline.

Receive WhatsApp messages from patients. 24-hour reply window with template messages for follow-ups.

Accept card payments, generate checkout links, and track payment status on orders.

Claude models for AI agent conversations. Powers intelligent lead qualification and booking assistance.

GPT models for AI agent conversations. Alternative provider for chat automation and lead capture.

Gemini models for AI agent conversations. Cost-effective alternative with strong multilingual support.