Features

Reporting and tracking

Detailed performance reports help you gain an in-depth understanding of the ins-and-outs of your practice. Track income and performance over time, and see which marketing channels are the most effective—real-time information to help you make the decisions that will grow and improve your practice.

All reporting and tracking features

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  Appointment reports

  View your daily, weekly, and monthly schedules, or get a breakdown of what each practitioner is doing during the day.
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  Cancellations and no-shows

  Track which clients haven’t attended their appointments and see how much notice they’ve given. Easily create cancellation fees for late cancellations.

• Birthday reports

  Easily see who has a birthday coming up, and contact them to offer a personalised happy birthday message.
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  Recalls

  Track clients who need to come back for a follow-up, or reach out to clients who have never booked an appointment.

• Client spend

  See which clients are the biggest spenders, and how much they’ve spent over time.
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  Payment reports

  See the total amount of payments taken on a particular day or a specific timeframe, and get a breakdown of payment types (credit card, cash, HICAPS, etc.).

• Practice revenue

  Get an overview of total revenue over any period of time—for the clinic as a whole, or for individual practitioners. See what services and products are the most popular.
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  Outstanding invoices

  Get a list of all invoices that are still open, and see which practitioners are owed money.

• Expenses

  Record your expenses directly into Cliniko to have them easy to report on, come tax time.
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  Practitioner performance

  See how each practitioner is performing—from total revenue to new clients to number of cancellations, you’ll be able to get an overview of how everyone is doing.
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  Referrals

  Track how your clients are being referred—whether by another client, a referring doctor, or custom referral sources that you set up.

• Practice growth

  See how many new clients you’ve gotten, as well as what types of appointments are the most popular and how clients are being referred.
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  Exports

  Easily generate spreadsheets to create your own custom reports.

• Stock levels

  Track current stock levels of all your products to know how many you have on hand.

• Clients without upcoming appointments

  See who doesn’t have anything booked for the future, and when their last appointment was.

• Practitioner revenue

  Get individualised reports that show how much each practitioner is earning, and what services they’re offering the most.