Using Pogozo
Learn all the ins and outs of Pogozo
By Alex Pogozo and 1 other2 authors141 articles
- Edit Client Payment Method
- Making a client a dependent
- Adding a goal for a Client
- Adding Client's Family
- Assign Concession Type to a Client
- Viewing Client Information
- Viewing a Client's Class Bookings
- Viewing a Client's Appointments
- View Client Invoices
- Print Invoice for Client
- Send Invoice to Client
- How to set individual client communication preferences
- How to write a treatment note
- Reports
- Client Reports
- Practitioner Reports
- Financial Reports
- Appointment, Class & Membership Reports
- Shop Reports
- Reports: Revenue
- Reports: Paid vs Accrued revenue
- Reports: Filters and date ranges
- Reports: Printing and exporting
- Reports: Cancellations
- Reports: Birthdays
- Reports: Clinic
- Reports: Referrals
- Reports: Training manual
- Reports: New memberships
- Reports: Outstanding invoices
- Reports: Pending Documents
- Reports: Shop changes
- Reports: Appointments (Clinic)
- Reports: Payment Summary
- Reports: Active memberships
- Reports: Treatment plans
- Reports: Classes (Clinic)
- Reports: Uninvoiced classes
- Reports: New clients
- Reports: Revenue by membership
- Reports: Revenue by classes
- Reports: Revenue by appointments
- Reports: Did not arrive
- Reports: Cancelled/expired memberships
- Reports: Sold stock report
- Reports: Incomplete treatment notes
- Reports: No upcoming bookings
- Reports: Revenue by team member
- Reports: Uninvoiced appointments
- Tracking changes and activity in Pogozo