Automated Client Data Export and Tracking:
Client information from Practice Better (e.g., profiles, appointment history, or health metrics) is automatically exported to Google Sheets. The data is structured for tracking and analysis, such as tracking new clients, cancellations, or follow-ups. Provides real-time visibility into client data, enabling practitioners to monitor trends and progress efficiently.
Performance Reporting and Metrics Dashboards:
Practice Better exports key metrics (e.g., total sessions, cancellations, revenue) to Google Sheets at regular intervals. Google Sheets automatically updates dashboards with visual reports, making it easy to monitor KPIs and service performance. Simplifies performance analysis, helping practitioners and managers make data-driven decisions.
Automated Waitlist and Follow-Up Management:
When a client is added to a waitlist or misses a session in Practice Better, the information is logged in Google Sheets. Practitioners can use filters to prioritize follow-ups, and updates in Google Sheets sync with Practice Better to schedule new appointments. Streamlines waitlist management, improves follow-ups, and ensures no missed opportunity to engage clients.