> ## Documentation Index
> Fetch the complete documentation index at: https://trybloom.co.uk/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights

> A calm summary of your practice - sessions delivered, income received, and practice health.

Insights is your clear view of your own practice: how many sessions you've delivered, what you've earned, what's still owed, and a small set of practice health indicators. You'll find it in the sidebar under **Insights**.

The page is designed to read like a calm monthly summary from a good bookkeeper - no targets, no warning colours, just your numbers as they are.

<Frame>
  <img src="https://mintcdn.com/bloompracticemanagement/fJ2R2HXvfbSpNno5/images/insights/image.png?fit=max&auto=format&n=fJ2R2HXvfbSpNno5&q=85&s=20f1198868ab25259726f8eb46d2b1c5" alt="The Insights page" width="2880" height="2000" data-path="images/insights/image.png" />
</Frame>

<Note>
  Insights is entirely read-only - nothing on this page changes your data. It also stays available if your subscription ever lapses, so your numbers are never locked away.
</Note>

## Choosing a period

Five options sit at the top of the page, and everything except the weekly chart follows the one you pick:

* **This month** - the 1st to today. This is where the page opens.
* **Last month** - the full previous calendar month.
* **Last 3 months** - the month you're in plus the two before it, the way you'd say it out loud.
* **This year** - 1 January to today.
* **Custom** - any start and end date you like, up to two years apart. The end date can't be in the future.

<Frame>
  <img src="https://mintcdn.com/bloompracticemanagement/fJ2R2HXvfbSpNno5/images/insights/image-3.png?fit=max&auto=format&n=fJ2R2HXvfbSpNno5&q=85&s=b7a661ae0667167329ab489fa093ee84" alt="Period options with a custom range selected" width="2218" height="90" data-path="images/insights/image-3.png" />
</Frame>

## The headline cards

<Frame>
  <img src="https://mintcdn.com/bloompracticemanagement/fJ2R2HXvfbSpNno5/images/insights/image-1.png?fit=max&auto=format&n=fJ2R2HXvfbSpNno5&q=85&s=078fcde1b9d8e3d5bc12ca2c3da38159" alt="The four headline cards" width="2218" height="326" data-path="images/insights/image-1.png" />
</Frame>

* **Sessions delivered** - completed sessions in the period, including free consultations; they're real contact time. Cancellations and no-shows don't count, even when a cancellation fee applies, so the number stays honest for your accreditation log.
* **Income received** - payments added up by the date you received them, not the session date. A June session paid in July counts as July income, so the figure always matches your bank statement - the way most UK sole traders do their books. Voided payments don't count.
* **Outstanding** - everything currently owed, across all time. It ignores the period selector, and it's exactly the same figure as the Payments page - the two will never disagree.
* **Clinical hours** - the total delivered time of the same sessions counted in Sessions delivered.

<Tip>
  Keeping an accreditation log for BACP, UKCP, or similar? Select **This year** and Clinical hours gives you your running total for the year.
</Tip>

A confirmed session counts automatically once it's over - there's nothing to tick off after each appointment. The exception is a no-show, which you mark from the calendar.

### Comparison lines

Beneath most figures you'll see a quiet grey line comparing the period against the one before it:

* **This month** compares against the same stretch of last month - the 1st to the same day - so you're never comparing six days against thirty-one.
* **Last month** compares against the month before it.
* **Last 3 months** compares against the three months preceding them.
* **This year** compares against the same stretch of last year.

If the previous period has nothing to compare against, the line simply doesn't appear. Custom ranges never show comparisons.

<Note>
  Comparisons are deliberately neutral - no red for a down month, no green for an up one. A quiet month is information, not failure.
</Note>

## Sessions per week

The chart shows your sessions per week across the last 12 full weeks plus the current one, whatever period you've selected above it - it's a fixed lens on your recent rhythm. Weeks run Monday to Sunday, and the current week appears in a lighter shade because it's still filling in.

Use the toggle to switch the same weeks to **Income**, showing what you received in each.

<Frame>
  <img src="https://mintcdn.com/bloompracticemanagement/fJ2R2HXvfbSpNno5/images/insights/image-2.png?fit=max&auto=format&n=fJ2R2HXvfbSpNno5&q=85&s=bd1e1a380c8d391b8fc76cf377191f58" alt="The weekly chart switched to income" width="2218" height="634" data-path="images/insights/image-2.png" />
</Frame>

## Practice health

Four smaller figures sit below the chart, all following your selected period:

* **Cancellation rate** - cancelled sessions as a share of everything that was due to happen: completed, cancelled, and no-shows together. Sessions still ahead of you in the diary aren't counted; the rate describes what happened, not what's scheduled.
* **No-show rate** - the same calculation, for no-shows.
* **Active clients** - clients with at least one session in the period. A client whose only appointment was a cancellation isn't counted, and archived clients never are.
* **New clients** - clients you added to Bloom during the period, whatever their status today.

<Note>
  If a period contains no sessions at all, the rates show a dash rather than 0% - no sessions isn't the same as no cancellations.
</Note>

## Practices with more than one therapist

In a practice with more than one member, the practice owner sees an extra selector at the top of the page: **All**, or any individual therapist by name. **All** combines everyone's numbers; choosing a name scopes every figure on the page - cards, chart, and practice health - to that therapist.

Practice members always see their own numbers, and only their own. There's no selector on their page, and no side-by-side comparison of therapists anywhere - that's a deliberate choice, not a missing feature.

## Before your first session

Insights waits for your practice to have some history. Until your first session is completed, the page shows a simple note in place of empty charts - your numbers appear from your first completed session onwards.

If you've been with Bloom a while and select a quiet period, the cards show honest zeros instead.
