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Overview

See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.


The customer overview feature has a lot of useful information.

Customer Specific Statistics

  • Total appointments
  • Total Income
  • Total Expense (interpreter earnings)
  • Total Profit (income minus expense)
  • Appointment Graph:
    • Blue line of appointments per month
    • Gray line of unbilled appointments per month
    • Green bars of profit per month
  • Appointment Status Pie: See a pie chart of the different status for that customer to gain insight on how appointments resolution for that customer.

Agency

Customers

QuickBooks Link

Link the Aqua Schedules customer account to a QuickBooks customer account to quickly synchronize invoices.

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Overview

See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.

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Billing Bundles

Create billing bundles specific to this customer account. Specific to the contract between the customer and agency.

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Locations

Large customer accounts can be composed of many locations. For example: A hospital could have each room or area divided into individual locations.

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Walkthrough

Learn about the many ways a customer can be configured.

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Billing Accounts

Billing accounts can be activated per customer to distribute portions of a customer invoice to different entities.

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