Wasatch Wellness Studio

SM
Sarah Mitchell

Good morning, Sarah.

Sample pilot data for a fictional Provo business. No live customer data.

J
Your Assistant Says
"Elena mentioned she wants to open registration for the Park City Fall Retreat next week. Should I draft the early-bird announcement email for your 187 active members?"
Revenue This Month $8,420 ↑ 17% vs last month
Active Members 187 +12 this month
Classes This Week 42 93% Avg fill rate
Time Saved Admin 10.5 hrs Automated workflows

Today's Schedule & Attendance

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Client Care & Follow-ups

Lisa Chen (Lapsed 32 days) — $20 Comeback offer queued.

Thomas Brody — Herbal formula consult scheduled for tomorrow.

Elena Thorne — Retreat payment plan #2 due in 3 days.

Client Knowledge Vault

Every client preference, note, and history recorded in one place.

Client Name Status Contact Preferences & Notes Last Contact
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Appointments & Classes

Class schedules, instructor assignments, and booking rosters.

Classes and appointments synced with Google Calendar and Stripe.

Money & Revenue

Track your revenue by service, payment plans, and tax summaries.

Revenue by Service

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Payment Status

Paid This Month: $7,840.00 (93%)

Pending Deposits: $580.00 (7%)

Overdue Payments: $0.00

Automations Hub

Review, pause, or change each sample reminder and follow-up.

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Connected Tools

Sample connection cards. Live integrations appear only after they pass a health check.

💳 Stripe

Payment processing & recurring deposits.

Connected

📅 Google Calendar

Class schedules & appointments sync.

Connected

✉ Gmail

Automated email reminders & broadcasts.

Connected