My page

Your own notes, leave, and 1:1 record. Kelsey only sees what you choose to share.

Leave and days off

What you have earned, what you have taken and asked for, and what is left. Ask for leave from here, it opens the team calendar so you can see who else is off.

Coming up

Your next 1:1 and the next team meeting
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Notes for your next 1:1
Only you can see this until you press share.

Filming coming up

My list

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Done and dusted

The diary

One card. Anything with a date on it goes in from here

Team calendar

Who is on, who is off, who has the clinic phone. Anyone can add what is coming up.
Kelsey answers on HQ. It shows on the calendar as "asked for leave" straight away, and as a sage band once she says yes.
Only you see this one. It never reaches the team.
Filming coming up
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Events coming up
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Meetings coming up
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Meetings

Your 1:1 agenda, team agenda and every write-up live on Meetings, in your sidebar.
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Training

Your mandatory courses and your CPD log live on their own page now, Training in your sidebar.

My record

Everything kept, folded away until you want it

My 1:1s and agendas

Every 1:1 written up, newest first, and what you put on the agenda
Add to your next 1:1 agenda
Private until you press share. Share and it is on Kelsey's 1:1 page for you.
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Earlier ones

Team meetings and agendas

The record from each one, and what went on the agenda
Add to the next team meeting agenda
Private until you press share. Share and it is on Kelsey's team meeting agenda.
The record
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Leave and days off

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Hours worked, month by month
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Leave already taken
Opens the team calendar so you can see who else is off before you ask.

My documents

Invoices and payslips file by month, certificates carry their expiry. You and Kelsey can both see them here
Drop files here, as many as you like
or tap to choose · payslip, P60, certificate, indemnity, contract, invoice, anything. Each one is read, you check the list, one button files them all.
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Build this month's invoice
What I did
Tick each treatment as you do it. Your commission comes from the menu, and it goes on the invoice below.
£0.00
£0.00 Then upload the PDF above as this month's invoice. Your details stay on this device only.

My training

Your Blue Stream courses, refreshed monthly from the matrix Kelsey imports. Do them on Blue Stream, they show here after the next import.
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File documents for a team member

Owner only: pick the person and the box, then select as many files as you like

My feedback

Anything you have flagged about the app, and what came back
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Done and dusted
Flag something new from the Bug, niggle, or idea box on Clinic Hub.
Owner Clarity · KB Aesthetics London