Appointment Goals

Filter Appointments

Select the appointment types you would like to monitor.

You can monitor two groups of appointments, for example Apply Braces and New Patient Appointments.

Select the services you'd like to monitor in each group.

Exclude the service statuses that you do not want to monitor, for example Cancelled appointments.

Goals

Set your monthly goals for the two groups that you are monitoring.

You can set the email address where the daily stats email goes under Company Settings > Company Details > Whole Team Email Address

Read about company settings here.