Owners keep income in a spreadsheet because they don't trust the software's numbers. Palm's reports come from one ledger that reconciles against the calendar, so income, income by staff, and income by payment type add up to the same total.
Income, income by therapist, income by payment type: the same total, because they're the same rows.
Outstanding packages and gift cards, by client.
Booked hours, gaps, per therapist-day.
Who's back, who's lapsed, who's new.
CSV for your accountant.
Four separate complaints in our corpus are about reports that disagree with each other. Palm's reports are views of one ledger that reconciles against the calendar.
Every dollar traces to a booking.
A test that fails on the 1st of the month is telling you about the calendar; ours pass.
"Show me last month's revenue by therapist."
CSV export, mapped for import. A live integration is on the list.
Yes, and so can they, only theirs.
Ask for the columns; it becomes a screen.
Finally, a scheduler that runs your calendar the way you would.
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