Pro

Ask a question. Get the answer from your numbers.

In the dashboard, open Help and choose Ask about your business. Type a question in plain words and get a plain answer, with a short bar list when a picture helps.

  • Plain words
  • From your own books
  • Never names a client
  • Up to 400 days back

Questions you would ask a bookkeeper

Sales, busy times, services and regulars. It answers in sentences, not a spreadsheet.

  • How were my sales last month?Sales, tips and averages from the same books as Accounting.
  • Who sold the most this week?Each team member’s visits, sales, average ticket and tips.
  • Which services do clients pick most?Top services from Insights.
  • Are my wait quotes right?How quoted waits compare with the real ones.
Example: a question about last month’s sales.

Find the quiet times and the lost regulars

Questions about when you are busy and who has drifted away, answered with counts.

  • When is my quietest time on weekdays?Busy times come from Insights.
  • How many clients haven’t been back in a while?Counts of regulars gone quiet, from the Retention page, never names.
  • A picture when it helps.A short bar list shows up beside the answer.
  • Up to 400 days at a time.And a year for sales.
Example: the answer comes with a short bar list.

Private by design

It reads your numbers and nothing else, and it tells you where each one came from so you can check.

  • Only your business.It only sees your own numbers, and it never names a client.
  • You see what you should.Owners can ask. Managers can too while you let managers download data.
  • Team members see their own.Someone signed in with their own email sees only their own sales and tips.
  • Check what matters.Compare anything important with the page the number comes from. Answers can be wrong.
Example: who can ask, and what they see.

How it works

  1. 1

    Open Help

    In the dashboard, choose Ask about your business.

  2. 2

    Type a question

    Use plain words, the way you would ask a person.

  3. 3

    Read the answer

    A sentence, with a short bar list when a picture helps.

  4. 4

    Check the source

    Compare anything important with the page it came from.

Who it’s for

  • Barbershop

    “When is my quietest time on weekdays?” before planning a slow-day special.

  • Salon

    “Which services do clients pick most?” before changing the menu.

  • Restaurant

    Team figures are per server. Read the regulars counts with care, since they matter less here.

The small things

  • The same numbers as the pages

    Sales come from Accounting. Busy times and services come from Insights.

  • For every kind of business

    It uses neutral words: team members, services, visits and clients.

  • Never names a client

    It only reads numbers, and only your own.

  • Explains your setup too

    Besides your numbers, the assistant explains how to set things up.

Questions

Which plans have it?

Pro and the free trial. On the Walk-in plan the assistant says the question needs Pro and points you to Billing.

Can it see my clients’ names?

No. It only reads numbers, never names a client, and only sees your own business.

Can it be wrong?

Yes. Check anything important against the page the number comes from.

How far back can I ask?

Up to 400 days at a time, and a year for sales.

Stop digging through reports

Start the free trial and ask your first question about your own numbers.