Multiple business reports, all searchable from one screen. All exportable to CSV.
Financials: gross revenue, estimated cost, gross profit and margin, by day, week, month or year, with tax calculated at the rate that applied on each appointment's date.
Revenue Split: services versus product sales, each broken down by item with count, sales, cost and margin.
Service & Product Profitability: everything you sell, ranked by what you actually keep.
$0 Cost Audit: a checklist of services and products with no cost recorded, so you know exactly why a profit figure looks wrong.
High-Value Clients: ranked by lifetime spend.
High-Cost Clients: ranked by what they cost you to serve, which is not the same list.
Slipped Clients: anyone who has not booked in 30, 60 or 90 days.
No-Show History: every missed appointment.
Client Acquisition: where your clients came from.
Referrals: who you have referred to other businesses and what it is worth.
Staff Performance: booked hours, revenue and rebooking rate per provider.
Activity Log: a full trail of bookings, edits and status changes.
While this is NOT a multi-user application, it does support multiple service providers and locations. You can make appointments for any of your service providers and locations.
Two things worth knowing, because they catch everyone:
Only completed sales count toward realized revenue. Marking an appointment Checked In records the client’s arrival but does not add the booking to realized revenue. Complete the appointment when the visit is finished. Recorded corrections and refunds are reflected in financial reporting.
The app helps: past appointments needing a final status are listed under "Action Required" on each client's profile. Once you mark a visit as completed, the revenue moves from 'scheduled' revenue to your actual revenue reporting.
Profit needs costs. Reports can only show profit if you have entered what a service costs you to deliver. Run the $0 Cost Audit to see what is missing. Each product and service have methods to keep track of simple or very detailed costs.
Completed sales contribute to realized financial reporting. Checking a client in does not, by itself, turn the booking into realized revenue. Corrections and refunds contribute their recorded financial adjustments.Gross profit depends on the service and product costs available for each transaction. Version 1.1 preserves costs recorded at completion where available. Older records may use identified estimates, and unknown costs remain distinct from known zero costs. These figures do not replace a full accounting of your business expenses.
Use CSV and PDF export on reports that provide those controls. Export methods vary by report and device; supported Mac reports also offer options such as Save to Disk and Print. The $0 Cost Audit, Client Acquisition, Referrals, and Activity Log do not currently provide report exports. Returning to the free plan does not remove the supported export features.
Open appointments use quotes while the visit is still being edited. Completion preserves the financial details and issues an invoice when numbering is available. If confirmation is pending, the app retains the saved completion while it retries. Share, save, or print the document using the available controls. Corrections and refunds preserve the original invoice and a linked adjustment history.
Review service and product sales, discounts, taxable sales, and tax collected, including historically applied tax-rate breakdowns. Export the report for further review.
Start Free with all features for up to ten active clients.
Every feature, no time limit, no card required. $24.99 a month for unlimited after that: no per-client fee, no forms fee, no texting fee, no commission, no add-ons.