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The Bloom dashboard is your quick-glance view of what’s happening in your practice. Here, you’re given a bird’s-eye view of:
  • How many appointments you have today
  • How many outstanding payments there are from clients, useful if you’re waiting on your session money. Sessions where you’ve waived the fee don’t count here
  • A schedule of today’s appointments by client and session type, with a quick link to the calendar if you want the hour-by-hour breakdown
  • Recent client activity - payments, documents signed, onboarding completed; it’s all here
  • Anything that needs your attention - unsigned agreements, long-overdue payments, and failed card charges with a one-click retry
The dashboard is your own practice assistant.
Bloom dashboard