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Dashboard

Upcoming appointments

WhenPatientPhoneStatus

Conversations

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Opportunities

Drag a card to move it between stages.

Campaigns

What each ad produced. Divide what you spent on an ad by its Paid count to get your cost per booking. Opens counts requests for the booking page, not people — known bots are excluded, but one person can open it twice. Compare it with unique link clicks in Ads Manager, not with impressions.

CreativeCampaignSource OpensStartedPaid Open → PaidPaid % RevenueShow rate

$79 purchase funnel

Purchase-first page · October 15 version. Each step counts browser-tab sessions, not unique people. Payments are verified from Stripe records and stay with the original session. Counts begin when this version is published.

StepSessionsReached next step

Source / campaign / creativeVisitsClaim clicksCheckout readyPaid sessions

Leads

People who started booking and have not paid. Nobody here has been charged. Not-yet-contacted first, then newest.

Waiting for a call

Call requests before payment

These visitors asked to discuss the $79 offer and weekday availability. They have not booked or paid through this request. Call within one business day, then record the outcome below.

Appointments needing follow-up

These patients are waiting for you to phone them and agree a time. Most have already paid online. Anyone marked Pays at visit saved their spot without paying: take the payment when they come in, then tap Paid at visit. Keeping the time in your own calendar? Tap Booked – time on clinic calendar instead of picking one. Least-chased first.

Contacts

NamePhoneEmailStageSource

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Confirmed Awaiting payment Attended No-show Cancelled Busy on your calendar