Today
The day
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🧾 Prep for the week
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🔬 Skin & Beauty Intel
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🎨 Content
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📊 Social Insights
Your Turn
One view at a time. The counts say where the work is.
Flags and this week's asks
Reading the queue…
Daily Tasks
Your quest log — items from Claude Code sessions, Cowork managers, and smoke-test reminders. Tap "Done" when complete and keep your streak alive. Notion-backed (auto-imported via Wave 86) — edit in the source DB and the changes sync within 15 min.
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📚 Library
Your knowledge library — audits, reports, memos, class notes, brand education, and references. Synced from Notion every 15 minutes. Tap a row to open its file; filter by type or tag below.
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🗂️ Business Docs
Internal working docs — audits, memos, architecture decisions, runbooks, and retros. Synced from Notion. Tap a row to open its Notion page; filter by type below.
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Aftercare
Today's check-ins. Cadence rules surface clients N days post-treatment. Tap a row for treatment context + a one-tap "Log reach-out" button. AI drafts + auto-logged sends arrive in Phase 2 (waits on W38 Comm Log).
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🧪 Ingredient Lookup
Paste an INCI list from a product label. See real chemistry, not marketing claims.
This month, so far
Business only. Personal cash stays behind the lock.
🚗 The week on track
Locked — unlock Personal Finance to see the week.
📬 This week in your money
Locked — unlock Personal Finance to see your weekly summary.
🏠 Booth rent
The Beauty Bar, from your Square invoice emailsLoading…
🤝 Visits with no payment
the last two weeksLoading…
Coming up
next 60 days · playbooks with a cadenceNothing read yet.
Where the money sits
the rest of the areaRenewals, events and sales
next 60 days⚠️ PF Anomaly Inbox
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Clients, by the numbers
Nothing read yet.
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Retail, and the tax inside it
Prices include tax; this is what to set asideLoading…
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Sales
Monthly Pacing
—8-Week Trend
Eight-week trend
revenue by weekBy weekday
revenue by day of weekLive feed
Content prompts you can act on today, read from the library, the holiday menu, this week's teaching, the services movers, the insights cadence and the Ads sheet. Each one opens the tab where the work is.
Tap the button; nothing runs until you ask.
Clients
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Client
Paperwork & admin forms, documents, contact, allergies
The old profile chart buttons and plan cards, until the live walk passes
Checking today's schedule…
⚠️ Allergies, conditions & contact
- None logged.
- None logged.
- None active.
Photos
0No photos yet. Tap Take Photo to start.
📖 Visit history
Skin Analysis
No chart entries yet.
Treatment Record
No visits logged yet.
🎯 Care plan
AI-assisted📋 Recommendation Plan
No recommendation plan yet. Tap Edit or ✨ Generate.
🧴 Current Regimen
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💊 Recommendations
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📄 Home Care Plans
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Treatment Plan
No active plan yet. Tap Edit to create one.
📄 Documents
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Forms & Intake
Legacy / paper-form uploads
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📝 Recent intake submissions
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✉️ Recent intake invitations
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🛒 Product requests
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🚗 House calls
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🧭 Recommended Protocols
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Hides them from your client list. Photos, charts, treatments, and forms are preserved.
The Skin Edit
Articles for rockymtnskin.com/blog. You write; the page details are filled in for you.
Reading the articles…
Videos
Every clip, tagged. Only clips with consent are offered for posts.
To tag
Library
Reading the library…
Advertising
Google Search Console and Google Ads, from the report sheet the pipeline fills every morning at 3 am. No new logins; nothing is written.
Google Ads, from the Ads Kit
Reading…
Searches that show you
Search Console · this weekNothing read yet.
Google Ads
Nothing read yet.
Pages that show
Search Console · this weekNothing read yet.
Results
What content, social and search did. Revenue lives on Money › Revenue.
Content and social, 30 days
Nothing read yet.
Content from the Notion content library, social from the monthly insights you upload on Marketing › Home, search and ads from the Search Console and Ads sheet.
🧪 Industry Intelligence
What the industry is talking about, rolled up from scanned emails.
Compliance Calendar
License, insurance, and business registration renewals. Items auto-promote from Inbox Intel when Claude extracts a renewal date.
Inventory
- Shoot. A whole shelf in one frame is fine — every product in the photo gets its own entry. One product on its own is fine too.
- Want the exact ingredient list? Photograph the front, then the back panel right after it. They pair up by the order you took them.
- Add them below with the button. They upload straight from your phone — you never have to find a folder.
- Preview shows what each photo is and which product it would update. Nothing is written yet.
- Process applies it: eight products per press, so press again if there are more.
Count mode walks the shelf: type a number, or tap a level for bottles and jars you cannot count. Every count is kept, so usage per week and the reorder date come from your own counts and the Square auto-deductions.
💲 Cost per treatment
What each service takes off the shelf, at what you pay for it.
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🧾 Taken off the shelf
from Square tickets, every hourLoading…
Mileage
Trip Log
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Receipts
Recent Receipts
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Expenses
Monthly check-in
By Category (YTD)
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Recent Transactions
—Categorized Needs review
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Devices & equipment
Every device: warranty, manual, service history, and when to think about replacing it. Reads the Devices & equipment database in Notion.
Nothing read yet.
Warranty and replace-by dates raise a flag here sixty days out. The device-label photos you take seed the rows; edit them in Notion.
Services
🗂️ Service Registry
Add an alias to a service before renaming it in Square — that's what keeps its booking + revenue history joined to the canonical row.
Loading services…
Rebook Radar
Who to reach out to
Historical Trends
Monthly Performance
| Month | Guests | New | Service $ | Svc/Guest | Retail $ | Ret/Guest | Rebook % |
|---|
Guest Count Trend
Content Inbox
Capture now, sort laterCampaigns
Seasonal & ongoing content campaignsLoading…
Content Series
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Lead Magnets
Track your downloadable PDFs — aftercare guides, starter kits, checklists. Each magnet gets its own link, status, and campaign tag.
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Inbox Intel
—🎨 Image Skincare
—
Run a scan (or retag) to populate.
- Run a scan to populate.
Content Ideas
📰 Monthly Content Brief
—What you're booking + what's trending = your content strategy. Data from Square + Inbox Intel.
📚 Content Library
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#️⃣ Hashtag Bank
Tap a set to copy · Mix & match for each post📈 What's Working
From published posts with stats loggedNo performance data yet. Log stats on Published cards to see what's working.
Notes
📊 Presentations
Retail Tracker
Retail Catalog
Backbar Shelf
Products on your backbar — tap to edit, tag during treatments.
Personal Finance
Personal Finance is locked
This section has a separate password from the main dashboard.
Session unlocks for 30 minutes. Closing the tab locks it again.
Import Financial CSVs
Last imported: —What CSV formats are supported?
- Chase (checking + credit), Discover, Barclaycard, Apple Card, Venmo
- Acorns: PDF only — coming in Phase 2. Use the X-Ray PDF upload for now.
- A different bank? Ping Jake to add a parser.
Recent imports
| Source | Date | Rows |
|---|---|---|
| No CSV imports yet. | ||
Pricing
What each service costs, what it leaves you, and what others charge.
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Books
📚 Close 2026
six things, in orderLoading…
🏷 Uncategorised 2026
merchants with no rule yetLoading…
🟦 Square payouts and the bank
each payout matched to a depositLoading…
🧮 Sales tax on retail
by quarter, the tax inside the priceLoading…
🧾 Spend without a receipt
business spend with no receipt on fileLoading…
🧹 QBO Cleanup
Definite duplicates
Auto-classified: same date, same amount, no manual notes. Default keep prefers the row with Square payout provenance (Transaction ID: po_…).
Needs review
Pairs where the auto-classifier wasn't sure (manual note present, cross-direction, etc). Resolve each individually.
Cleanup log
Connect QuickBooks
Link your QuickBooks Online account to see your P&L, balance sheet, cash flow, and get plain-English summaries of your business finances.
First time? Setup steps
- Go to developer.intuit.com → create a free developer account
- Create an app → select "QuickBooks Online and Payments"
- Copy your Client ID and Client Secret
- In the Apps Script editor, go to Project Settings → Script Properties
- Add
QB_CLIENT_IDandQB_CLIENT_SECRET - Also add the redirect URI shown below to your Intuit app's Redirect URIs
- Come back here and tap "Connect QuickBooks"
Protocols
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Products
🔍 Look up a product
Claude fills in what it knows🧪 Scan & vet a product
Photo, name, or link → ingredient scores- Loading…
Science Archive
Daily briefing feed + your submissions📬 Submit an article
📚 Archive
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Student Packets
Hello and aftercare templates sent before/after each service. Use {client_name}, {appointment_date}, {retail_recs}, {next_visit_plan} as placeholders.
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🎓 Teaching Home
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Teach today
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Pick a session above.
📣 Marketing Home
📊 Upload Monthly Insights
Drop a screenshot here, or tap to choose
👥 Treatment Room
Students
Reading the roster…
🎯 Final Phase Queue
📖 This Week's Chapter by Student
🎯 Scheduled Final Phase Batches
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Library
Everything behind the teaching: the shelves, then the course map (the apprenticeship as subjects by phase, hours against hours required).
Course map
Nothing read yet.
Other shelves
Timeline
The curriculum on real class dates: weeks as rows, what was taught, what is planned, what carried, and where the hour gates fall.
Reading the timeline…
Planning
The next weeks to the half hour: each sitting’s blocks on the clock, and the models each day needs.
Reading the next weeks…
Planner
Every sitting before it happens: is everything ready, and what the clocks say.
Next sitting
Nothing read yet.
Six things a sitting needs: deck, run sheet, handout, homework, hours and configuration planned, pre-flight done. Green is in place; a yellow row is a task. Open goes to the row in Notion.
Sittings after that
Nothing read yet.
Find a time
Nothing read yet.
Clocks
Nothing read yet.
Open module questions
Nothing read yet.
Answer these on Your Turn and the next deck gets built.
Nothing read yet.
Nothing read yet.
Recent sittings
Nothing read yet.
Curriculum
Catalog of classes to develop + the teaching materials behind them. Sorted by demand.
📚 Curriculum Library
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📋 Assignments
The weekly teaching calendar — practical, ingredient & honors assignments per week, plus the cohort gradebook.
📧 Weekly email for your apprentice
Compile this week's chapter, assignments & documents into one email. Review it, then send.
This week
Upcoming
Recent weeks
Tap a week to expand. Set a Quality Rating so good weeks resurface next time.
PMTS Classes
Class Sessions
Class Repository
The library of classes you teach (or run). Each entry is a "course" you can instantiate as a session whenever you teach it.
🗺️ Curriculum map
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✍️ Notes
One-time check on the iPad so every note lands here
- Open Notability, then Settings (the gear) › Auto-backup.
- Select service shows Google Drive, signed in as jake@rockymtnskin.com.
- Format includes PDF (and Recordings). A subject backed up as Notability files only shows here as "Notability file".
- The folder is Notability at the top of My Drive, one folder per subject.
- To bring a dashboard file in: Your Turn › Artefacts › Send to Notability, then on the iPad Notability › Import › Files › Dashboard Uploads › To Notability.
Reading the Notability folder…
🧑🎓 Floor today
PMTS's Clinic Classroom Learning Plan for the day, filled in from the banks. Change anything; it saves itself. Log the day when it is done, and Export PDF for PMTS.
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Who is here · the zones rotate these
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One floor item each, to their portals · a bank item each student has not done yet
Proposed
Today on the floor
Nothing assigned today yet.
🧭 Teaching Craft
Your education as an instructor. Nothing here files itself away — you come back to it.
The PMTS teaching systems
In the order they build on each otherLoading…
Home screen apps
Nine icons for the iPad, one for each area. Same dashboard, same address.
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🛠 Workbench
Code health
Tasks
Opens with the tab.
👥 Orphan client review
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🎨 Brand
Rocky Mountain Skin
Owned by Jake Howard, Master Esthetician based in South Salt Lake, UT. Rocky Mountain Skin combines clinical expertise with a modern, grounded aesthetic — inspired by the mountains we call home.
Messages
Everyone who reached you, on every channel, in one place.
Reading the messages…
Asked to book or about prices
Reading the leads…
Reading the leads…
New on other channels
Not a client or a student yet. Tap one to read and answer.
Reading the leads…
Offers
Reading the offers…
Texts
Every conversation with the studio number, newest first.
To send today
Reading today's follow-ups…
A text waits on its Message Library row until you approve it (for example the where-to-meet text for a PMTS booking). Open the Message Library ↗
Reading the messages…
Needs you: their text is the last one and it is under two weeks old, or you held it. A dot means a reply came in since you last opened that conversation on this device. Tap a row to read it and answer.
Pick a conversation to read and answer it here.
Calls
Reading the calls…
Duplicates
Client records that look like the same person. Open a family, choose what survives, merge.
Looking for duplicates…
Grouped by the same Square customer, the same name with the same phone or email, or the same full name. A name-only family can be two different people: open it and say so.
Teach
The lesson plan as a checklist. Tick as it happens; Close logs her hours.
Forms
What clients sign and fill in. Master PDFs for the iPad signing wizard, and the web forms the renderer builds from the StructuredForms sheet. Sending a form to a client happens from their profile.
🖊 Signing Wizard — Master Forms
Blank PDFs clients sign on iPadUpload a blank PDF for each form type. Replaces the previous master.
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📝 Structured Forms
Web-form templates (intake, consent, media, screening)Each row in the StructuredForms sheet is one form. Add or edit here — the renderer reads the fields JSON directly.
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