Revenue recovery cockpit
Today's Recovery Desk
Today
Recover the bookings, leads, and reviews that would otherwise slip away.
Built for clinic owners, front desk teams, and service businesses that need one clear place to see what money is at risk and what action to take next.
Next best actions
Start here each morning. These are the people and issues most likely to recover revenue.
Leak map
Where money is getting stuck before it becomes revenue.
System readiness
What is safe to run now, and what still needs credentials or attention.
Team follow-up
Human tasks created by workflows, reviews, and booking recovery.
Contacts
Customers, leads, and accounts in the recovery system
Pipeline health
Stages that need action
| Lead | Segment | Stage | Source | Next action | Value | Actions |
|---|
Review queue
New and unresolved public reviews
Response draft
Human review required before publishing
Routing rules
Send each lead to the right calendar or booking provider
Native booking lite
Fallback calendar for businesses with no booking tool
Upcoming and recovered bookings
Bookings created through native lite or external providers
| Task | Related | Priority | Owner | Due | Status | Actions |
|---|
API-first events
Every recovery action can be sent to existing systems.
POST /api/leads
POST /api/bookings
POST /api/reviews/events
POST /api/automations/trigger
POST /api/webhooks/revenue-recovered
Current subscription
The commercial state shown to this customer account
Seat and billing contact
Manage workspace access while payment status stays synced from billing
Users
People who can access this workspace
Pending invites
Invite links and roles ready to send
Launch checklist
What must be ready before using this with real customers
Settings
Stored locally in SQLite for this deployment