The weekly digest
Every Monday you get a performance summary of the week before. It is short enough to read between clients, and every number in it opens up in the portal.
Owner portal
Reports that arrive without you asking.
You are in the treatment room, not at a screen. So the numbers come to you: a short email on Monday, a fuller one each month, and a warning before you reach your plan's limit.
BYour weekly digestHello Bella · Monday, 8:00 AM
Last week Bella answered 74 calls, handled 41 text conversations and booked 33 appointments, 12 of them after hours.
Open your portal- Weekly digestPerformance summary every Monday
- Monthly recapDetailed monthly report with milestones
- Usage alertsAt 50%, 80% and 100% of your plan
In short
Bella sends three kinds of email: a weekly digest every Monday with the week's performance, a monthly recap with the milestones you reached, and usage alerts when you have used 50, 80 and 100 percent of your plan. Each one can be switched on or off.
Included for every Bella clinic Part of the owner portal, whether or not you keep your booking software.
In detail
How it works, part by part.
The monthly recap
Once a month you get a detailed report with the milestones you reached, such as your hundredth appointment booked by Bella. It is the one to forward to a partner or a manager.
Usage alerts
Your plan covers a set amount of Bella's time. You are told at 50, 80 and 100 percent, so a busy month never surprises you on the invoice.
Export, when you need the raw numbers
The dashboard has an Export button beside the date range. Pick the period, then export it for your own records or your accountant.
How it's used
Set it once
- Open Settings
Go to Notification preferences.
- Choose your emails
Weekly digest, monthly recap and usage alerts each have a switch.
- Save
The next Monday digest arrives on its own.
- Sign in for detail
Every number in an email opens up in the portal.
Plain definitions
Each report, defined
- Weekly digest
- A performance summary sent every Monday.
- Monthly recap
- A detailed monthly report, including the milestones you reached.
- Usage alert
- A notice at 50, 80 and 100 percent of your plan.
- Export
- A button on the dashboard that exports the period you are viewing.
- Milestone
- A badge earned at a set point, such as your first booking or 1,000 calls.
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What it doesn't do
Reports cover what Bella handled: calls, texts, bookings and reviews. They are not financial statements, and they don't replace your accountant's books.
Questions about reports
When does the weekly digest arrive?
Every Monday, covering the week before.
Can I turn the emails off?
Yes. Each of the three has its own switch in Settings.
What is in the monthly recap?
A detailed report for the month, with the milestones your clinic reached.
Can I export my numbers?
Yes. Use the Export button on the dashboard for the period you are viewing.
Do I get this if I keep my booking software?
Yes. The owner portal comes with every Bella build. Bella works alongside most booking systems, and the portal reports everything she handled either way.
Next to it in the portal
Related features
See it on your own clinic.
Book a meeting and we'll open this screen with your menu and your team as the example.