Your week on one page.
Today pulls your agenda, the week’s sessions and earnings, new booking requests, and every session still waiting for an outcome or a funder into one place, so nothing slips between appointments.
Forecast income, honestly framed
What your current allocations are worth if they run to their end date. Read it as the top of a range, and use it to spot a month that falls away early enough to act.
Loose ends, in one list
Sessions still waiting for an outcome or a funder sit alongside new booking requests, so the admin is visible before it piles up.
Completed income, a fact
What your delivered sessions are worth. Nothing about it depends on the future, so it is the number to invoice from.
What is left, not what is used
Allocations show the sessions or hours remaining, because that is the number you act on.
Insights questions
Where do the numbers come from?
From the sessions and allocations you already record. Mark a session completed and the numbers move. There is no separate spreadsheet to keep.
Is forecast income a promise?
No. It assumes your current allocations run to their end date and that rates stay as entered. Treat it as a ceiling, and check it monthly rather than weekly.
Does it cost extra?
No. It is part of the one plan, NZ$29 a month.
More in Addison
Put your practice somewhere safe.
An afternoon to move your schedule and allocations across. Twenty minutes to write the plan you hope you never need.