Inside the Intuo dashboard

Nothing sends without your say. Everything that runs leaves a receipt.

You only hand work to software you can see and stop. This is the room behind the agent: a queue where nothing goes out without your tap, every call with its recording and everything it caused, your calendar and client book, campaigns with the audience and cost shown first, and money that states how it was counted.

app.intuo.health/queue
Queue Ask Intuo
4 decisions · $1,290 at risk · ~$1,140 recoverableNothing sends without your approval.
AllMoney at riskWaiting on youAgent proposals
Priya S. wants Morpheus8Asked twice by phone · today
CallHandled
Marcus T.’s Botox deposit is unpaidVisit in 36 hours · $150 at risk
deposit riskCall
Text 6 top win-back candidates~$1,140 · Estimated
Preview all 6Approve (6)
Callers keep asking for a lip flipIt’s not on your menu · 5 calls this month
Add service
Ask Intuo
Who should I win back first?
Dana R., Chloe M. and Tessa K. are 6+ weeks past their usual rhythm. Their last visits average $310. The win-back batch is ready in your Queue to approve.From: Clients · Demand Radar
ControlApprovals, caps, previews and dry runs. You decide what goes out.
VisibilityEvery call, text, booking and dollar, on the screen where you’d look for it.
ProofReceipts, an audit log and numbers labeled Measured or Estimated.
the tour

The tools in your hands. One screen at a time.

Decide

Queue

Everything waiting on a person, in one list. Nothing sends without your tap.

  • Booking and cancellation requests with Call, Booked or Dismiss
  • Unpaid deposits flagged before the visit, with the dollars at risk
  • Agent proposals, like a win-back batch: preview every message, then approve
  • Every value marked Measured or Estimated
app.intuo.health/queue
Queue Ask Intuo
4 decisions · $1,290 at risk · ~$1,140 recoverableNothing sends without your approval.
AllMoney at riskWaiting on youAgent proposals
Priya S. wants Morpheus8Asked twice by phone · today
CallHandled
Marcus T.’s Botox deposit is unpaidVisit in 36 hours · $150 at risk
deposit riskCall
Text 6 top win-back candidates~$1,140 · Estimated
Preview all 6Approve (6)
Callers keep asking for a lip flipIt’s not on your menu · 5 calls this month
Add service

Ask Intuo

Ask your practice anything in plain English, from your own numbers.

  • “Who should I win back first?” “How does this month compare?”
  • Labels estimates as estimates and names the page with the evidence
  • Says what data is missing instead of guessing
  • Suggests the next step; you approve it in the Queue
app.intuo.health/queue
Queue Ask Intuo
4 decisions · $1,290 at risk · ~$1,140 recoverableNothing sends without your approval.
AllMoney at riskWaiting on youAgent proposals
Priya S. wants Morpheus8Asked twice by phone · today
CallHandled
Marcus T.’s Botox deposit is unpaidVisit in 36 hours · $150 at risk
deposit riskCall
Text 6 top win-back candidates~$1,140 · Estimated
Preview all 6Approve (6)
Callers keep asking for a lip flipIt’s not on your menu · 5 calls this month
Add service
Ask Intuo
Who should I win back first?
Dana R., Chloe M. and Tessa K. are 6+ weeks past their usual rhythm. Their last visits average $310. The win-back batch is ready in your Queue to approve.From: Clients · Demand Radar
Every conversation

Inbox

Every text and call thread together, assigned to the right person.

  • Filters: Needs reply, Needs booking, Mine, Unassigned
  • Status on every thread: Needs booking, Deposit paid, Booked
  • Opted-out patients clearly marked, so nobody texts them
  • Draft a reply with AI; you edit and send
app.intuo.health/inbox
Inbox Ask Intuo
ChatsCalls
AllNeeds replyNeeds bookingMine
Dana R.Can I move Thursday?Needs reply
Chloe M.See you at 3!Deposit paid
Omar A.Do you do lip filler?Needs booking
Dana R.Text · assigned to Kelsey
Hi! Can I move my Thursday Morpheus8 to the following week?
Of course. Next Thursday at 10:00 or Friday at 2:30 are open. Which works?
Draft a reply with AI you edit and send

Calls

The receipt for every call: what was said, what was done, what it produced.

  • Recording, full transcript and the outcome of every call
  • What the agent did, step by step, with anything that failed in red
  • The appointment it booked, the text the caller got and the email your desk got, each with delivery status
  • Heard something wrong? Teach the agent: fix a price or an answer for the next call
app.intuo.health/calls
Calls Ask Intuo
212answered in 30 days
41became a booking
9still need a person
BookedLost the bookingNeeds a personHung up in secondsSearch words said…
Lena B. · Tue 2:14 PM · 3:42Booked on the call
Caller Hi, do you have anything for filler this week?Gigi We do. Thursday at 4:00 PM with Kelsey is open…
Appointment from this callDermal filler · Thu 4:00 PMdeposit paid
Text to callerBooking confirmationDelivered
Text themCall them backHeard something wrong? Teach the agent
Schedule & patients

Calendar

Day, week and month views with what needs attention pinned beside them.

  • Confirmed, unconfirmed, deposit missing and cancelled at a glance
  • Click an empty slot to book; reschedule or cancel with a reason
  • Each appointment links back to the call that booked it
app.intuo.health/calendar
Calendar Ask Intuo
DayWeekMonth
Mon
Tue
9:30 Botox · Ava P.
Wed
1:15 Consult · Leo K.
Thu
10:00 Morpheus8 · Dana R.
11:30 Filler · Chloe M.
Fri
2:00 cancelled
ConfirmedUnconfirmedDeposit missingCancelled
Needs attention
Chloe M. · no depositThu 11:30
Fri 2:00 freedOffer to the waitlist

Clients

Your client book, with each patient’s own rhythm.

  • Tabs for Due for recall, Lapsed and VIP
  • Every visit, text, call and dollar on one profile
  • Notes for the room, before and after photos, duplicate flags
  • Import a spreadsheet with column mapping
app.intuo.health/clients
Clients Ask Intuo
With historyDue for recallLapsedVIP
ClientRhythmVisitsLifetimeLast visitDana R.every 14 wks9$4,120Aug 12VIPTessa K.every 12 wks6$1,860Jul 2LapsedLeo K.every 8 wks4$1,140Sep 30Ava P.every 13 wks11$5,380Sep 18VIP
Profile: appointments, texts and calls, money, notes for the room, before and after photos.

Booking page

Your booking page, styled to your brand, in every place patients find you.

  • Logo, color, font and corners with a live phone preview
  • Books into your calendar or straight into your EHR
  • Share kit: link, Instagram bio, QR code and website embed
app.intuo.health/booking-page
Booking page Ask Intuo
Appearance
Logolumen-mark.svg
Brand color#0F8174
FontGeist
CornersSoft
Share kit
LinkInstagram bioQR codeWebsite embed
Lumen AestheticsBook online
Botox · 30 min
Lip filler · 45 min
Morpheus8 · 60 min
Thu 4:00 PM · Kelsey →
Grow

Campaigns

Five steps from goal to send, with the audience and cost shown first.

  • Segments like Behind their usual schedule, Tried it once, Quiet 90 days
  • See exactly who it reaches and who is left out, and why
  • Built-in checks for the legal send window and opt-out language
  • Results per campaign: delivered, replied, booked
app.intuo.health/campaigns/new
New campaign Ask Intuo
1 · Goal2 · Audience3 · Message4 · Send window5 · Review
Behind their usual schedule214 clients in this segment
171 will receive
Booked ahead−19
Opted out of marketing−14
In a recent campaign−10
✓ Legal send window✓ Opt-out language✓ Practice names itselfSMS cost shown before you send

Automations

Every automation on one health board, with the reason any one is stuck.

  • Doing their job, Waiting on you, Failing, Switched off
  • Win-back in Dry run first: see who it would have texted, sending nothing
  • A daily cap you set; consent, quiet hours and spacing always enforced
  • Missed-call text-back, recall, reminders and review requests
app.intuo.health/automations
Automations Ask Intuo
6Doing their job
1Waiting on you
0Failing
2Switched off
Win-backOffDry runLive
Daily cap 10 · consent, quiet hours (9 PM–9 AM) and 14 days between messages always enforced
Who it would have texted
Tessa K.11 wks overdue · $310 avg
Owen T.9 wks overdue · $240 avg
Missed-call text-backTreatment recallReminders 24h + 2hReview requests
Money & intelligence

Money

Every deposit, charge, tip and refund, each tied to its appointment.

  • Net collected, gross charged and refunded for any date range
  • Filter deposits, final charges, no-show fees and refunds
  • See which processor and register each payment went through
app.intuo.health/payments
Money Ask Intuo
$18,420net collected
$18,940gross charged
$520refunded
TypeClientServiceAmountViaStatusDepositMarcus T.Botox$104CloverSucceededFinal chargeDana R.Morpheus8$480RegisterSucceededTipDana R.Morpheus8$60RegisterSucceededNo-show feeLeo K.Consult$50CloverSucceededRefundOmar A.Consult$104CloverRefunded
Deposits matched to the register ticket28 of 29 this month1 to review
How it was countedPaid money onlyMeasured

Insights

How the month is going, and whether anything is off.

  • The month so far, with where it lands at this pace
  • Weekly bookings against your own 8-week normal range, with a callout when a week falls outside it
  • Who is doing the booking: your staff, the booking page, the voice agent
  • Data quality: records missing history or a provider, with links to fix
app.intuo.health/insights
Insights Ask Intuo
38bookings · ~61 at this pace
$21.4krevenue · day 19 of 31
212calls answered
41booked on a call
Bookings, by weekvs your 8-week normal range
Last week was 38% below your normal range.
Who is doing the booking
Your staff 52%Booking page 31%Voice 17%

Demand Radar

What your own visit history says about who is coming back.

  • The real return cycle for each service, from your visits
  • The retention leak: clients past their own cycle
  • Who is coming due this month, with a recall wave ready to approve
app.intuo.health/demand-radar
Demand Radar Ask Intuo
What your visit history saysEvery number is a count of your own visits
ServiceCycleMeasuredMomentumBotox14 weeks62 repeat clients↑ upLip filler26 weeks31 repeat clientssteadyMorpheus86 weeks · series18 repeat clients↓ down
27 clients coming due by end of OctoberThe retention leak: 14 past their own cycle
Approve the recall wave
Control

Settings & roles

Your rules, your team, your access.

  • Owners and managers edit; staff can view
  • Sign in by 6-digit text code, 30-minute idle timeout, active sessions you can end
  • Hours, deposit and refund policy, escalation numbers, approved FAQs
  • Download your data any time
app.intuo.health/settings
Settings Ask Intuo
Team memberRoleCan editSign-inDr. LaneOwnerEverythingText codeKelsey R.ManagerEverythingText codeJamie P.StaffView onlyText code
Security6-digit text sign-in · 30-minute idle timeoutActive sessions you can see and end
Your rulesHours · deposits · escalation numbers · FAQsDownload my data any time
Measure & audit

Audit log

Who did what, when, and in which part of the dashboard.

  • Every approval, change and view recorded, by person
  • Filter by user, module, action and date
  • System actions logged alongside people
app.intuo.health/audit
Audit log Ask Intuo
All usersModuleActionLast 7 days
WhenWhoModuleActionAccess10:42 AMKelsey R.QueueApproved win-back (6)WRITE10:39 AMKelsey R.ClientsViewed Dana R.READ9:15 AMSystemAutomationsReminders sent (31)SYSTEM8:02 AMDr. LaneSettingsChanged deposit policyWRITE
app.intuo.health/queue
Queue Ask Intuo
4 decisions · $1,290 at risk · ~$1,140 recoverableNothing sends without your approval.
AllMoney at riskWaiting on youAgent proposals
Priya S. wants Morpheus8Asked twice by phone · today
CallHandled
Marcus T.’s Botox deposit is unpaidVisit in 36 hours · $150 at risk
deposit riskCall
Text 6 top win-back candidates~$1,140 · Estimated
Preview all 6Approve (6)
Callers keep asking for a lip flipIt’s not on your menu · 5 calls this month
Add service
measure & audit

Every number shows its method. Every action leaves a receipt.

Automation you can’t check is automation you can’t trust. So everything Intuo does is reviewed, logged and labeled, and you can see it.

Every call reviewed, every dayWe review every call the next morning for missed bookings, wrong answers and unhappy callers, and fix what we find.
Automations show whether they ranEach one reports when it last ran and, if it didn’t, exactly why: a dry run, a missing credential, a decision waiting on you.
An audit log of every actionApprovals, changes and views, by person and by system, with time and access type.
Test mode before go-liveUntil you sign off, texts reach only the numbers you approve, and anything blocked is logged with who it would have reached.
A go-live check you can seeA real call, a real booking and the confirmation text, each verified against live data and logged before launch.
Measured or estimated, always labeledPaid money is Measured. Anything projected is marked Estimated. Deposits are matched to the register ticket.
A ledger of the patients Intuo brought inConfirmed and pending revenue per new patient, credited for life, reportable whenever you ask.
Ad conversions without patient dataYour ad platforms learn which bookings came from your ads, with no patient details sent.
HIPAACOMPLIANTBAASIGNED WITHEVERY CLINIC

HIPAA compliant. We sign a BAA with every clinic before anything touches your chart.

See your own clinic in the dashboard.

Start with one job, free for 48 hours, and watch every call, booking and dollar land where you can see it.

48 hours, free

Book your free 48 hours.

Gigi plus one job, live in your clinic and your chart. We start with a short call to pick the job and connect your EHR, with a BAA signed first.

HIPAA compliant · BAA with every clinic