Checkout, payments, memberships, packages, gift cards, stock and reporting. The parts that turn a visit into revenue, and revenue into a number your team can act on.
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Why run the business works
Keep pricing, payment, stock and reporting on the same record, so what the clinic earned is a number your team can show rather than one it has to assemble.
Invoices are priced on the server and close on the settlement the processor actually confirmed.
Memberships, packages, gift cards and credit are real balances on the record, not a figure somebody remembers.
Revenue, retention, utilization and stock come from work your team already entered, against a period to compare with.
One sale, all the way through
Follow a single checkout as it settles, moves the stock it used, and turns into the numbers an owner opens on Monday.
Services, products, discounts and tips are priced together, so what the client owes is settled before anyone reaches for a card.
Card, cash and payment links each settle as their own event, so the day’s takings, its open balances and its refunds are one view — the same one Stripe and QuickBooks read.
Product used in a treatment or sold at the counter comes off the lot it belonged to, so on-hand counts and expiry stay true.
Revenue, average ticket, utilization and retention are read against the period before, with the outliers named rather than left to be found.
The business side
Checkout, recurring revenue, stock and reporting all write to the same record of what the clinic sold and what it has left.
Billing & payments
Price the invoice, take the payment on the device already at the desk, and record deposits, refunds and credit as separate events instead of one number nobody can unpick.
Memberships & packages
Recurring memberships, prepaid packages and gift cards carry real balances on the client record, so member pricing and redemptions settle at the counter rather than from memory.
Inventory & lots
Stock is tracked by lot with its own quantity and expiry, and every movement is written against the treatment or the sale that caused it.
Reports & insights
Revenue, retention, utilization, packages, memberships and stock each get a report with a custom range, a comparison period and an export.
Close every sale in one place and read the month off the work your team has already done.
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