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The Bloom dashboard is your quick-glance view of what’s happening in your practice. Here, you’re given a bird’s-eye view of:
  • How many appointments you have today
  • How many outstanding payments there are from clients, useful if you’re waiting on your session money. Sessions where you’ve waived the fee don’t count here
  • A schedule of today’s appointments by client and session type, with a quick link to the calendar if you want the hour-by-hour breakdown
  • Recent client activity - payments, documents signed, onboarding completed; it’s all here
  • Anything that needs your attention - unsigned contracts, long-overdue payments, and failed card charges with a one-click retry
The dashboard is your own practice assistant.
Use CPD in the dashboard navigation to record your professional learning, reflect on its impact and review requirements for BACP, NCPS, UKCP and HCPC.
Bloom dashboard