Today
🌅 Tomorrow's Admin Work
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📋 Quests
📬 This week in your money
Locked — unlock Personal Finance to see your weekly summary.
🔭 What's coming
next 60 days📅 Today's Appointments
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📊 This Week
✅ Action Queue
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👥 Orphan client review
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⚠️ PF Anomaly Inbox
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🗓 Week Ahead
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🔔 Alerts
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🔬 Skin & Beauty Intel
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🎨 Content
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🧪 Smoke Tests
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❓ Q&A Backlog
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🗺 Wave Roadmap
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📚 Recently Added
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Quests
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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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.
Sales
Monthly Pacing
—8-Week Trend
Live Feed
AI insightsClients
🔔 Rebook Radar
View list →Top Regulars (90d)
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New Client
Client
Checking today's schedule…
- None logged.
- None logged.
Photos
0No photos yet. Tap Take Photo to start.
Skin Analysis
No chart entries yet.
Treatment Record
No visits logged yet.
📋 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.
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.
Trends
Weekly Revenue
Revenue by Day of Week
🧪 Industry Intelligence
What the industry is talking about, rolled up from scanned emails.
Tasks
Business operations only — supplies, marketing, equipment, accounting, admin. Client work lives in the Clients tab.
Compliance Calendar
License, insurance, and business registration renewals. Items auto-promote from Inbox Intel when Claude extracts a renewal date.
Inventory
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
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Quick Links
Services
Signature Treatments
- Custom Facial — Tailored to your skin's current needs
- Dermaplane Facial — Gentle exfoliation + glow
- Chemical Peel — Targeted resurfacing
- Microneedling — Collagen induction therapy
- Brow Shaping & Tinting
- Lash Lift & Tint
Rebook Radar
Who to reach out to
Historical Trends
Monthly Performance
| Month | Guests | New | Service $ | Svc/Guest | Retail $ | Ret/Guest | Rebook % |
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Guest Count Trend
Content Inbox
Capture now, sort laterCampaigns
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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
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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 |
|---|---|---|
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Books
🧹 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
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