Part of the Growth Engine

Measured in
Appointments,
Not Metrics

Your marketing agency sends reports full of impressions and clicks. Your PMS shows yesterday's production. But what you actually want to know is simpler: Is my practice growing? The Scheduling Analytics Dashboard answers that question at a glance.

Scheduling Analytics

New Patients

47

↑ 23% vs last month

Returning

156

↑ 12% vs last month

After-Hours Bookings

Mon Tue Wed Thu Fri Sat Sun

Booking Source

Kate AI 78%
Online 22%

After Hours

43%

of total bookings

Impressions Don't Fill Chairs

Open your laptop. Count the tabs.

Your marketing dashboard shows 2,341 impressions and a 3.2% click-through rate. Your practice management system has last month's production by provider. A spreadsheet you built yourself attempts to track new patients by source, but the formula broke in October.

Somewhere in these numbers is the answer to a simple question: Is the marketing working? Is the practice growing?

You can't tell.

The disconnect is real:

Marketing platforms

Measure activity, not patients in chairs

Practice management systems

Show production, not where patients came from

DIY spreadsheets

Break, get outdated, require constant attention

Agency reports

Graphs trend up while your schedule stays flat

You're flying with half the instruments. Spending real money on marketing with no clear evidence it's working.
Guessing when you should be knowing.

Four Questions. One Screen.

Strip away the vanity metrics. Forget the marketing jargon. There are only four questions that matter:

How many new patients?

Not leads. Not website visitors. New patients who booked appointments and will sit in your chairs.

When did they book?

During office hours while your front desk was available? Or after hours, when they used to get voicemail?

Who did they book with?

Which providers are filling up? Where do you have capacity?

How did they book?

Did Kate handle it over the phone or text? Or did they schedule themselves online?

No click-through rates. No bounce rates. No funnel stages.
Appointments. The only conversion that matters.

Patient Tracking

Growth Comes from Two Places

A healthy practice needs both—new patients walking through the door for the first time and existing patients coming back for ongoing care. The dashboard shows you the split.

New Patients This Month

How many people who have never been to your practice scheduled their first appointment? This is your growth number.

Returning Patients Rebooked

How many existing patients scheduled their next visit? This is your retention number.

The Balance Tells the Story:

New patients surge, rebookings fall?

You're on a hamster wheel—working harder to stay in place.

Rebookings strong, new patients flat?

Great practice that nobody new is finding.

Both growing together?

That's a healthy, scaling practice.

After-Hours Visibility

See What Kate Booked While You Slept

It's Monday morning. You open the schedule and find 14 appointments that weren't there Friday at 5 PM. Where did they come from?

Before Yobi, you'd never know. Those calls came in at 8 PM, 10:30 PM, 6 AM Sunday. They hit voicemail. Most never called back. Now you see every after-hours booking: who called, when they called, and what they booked.

43%

Booked after hours

14

Weekend bookings

The After-Hours Section Shows:

Total appointments booked outside business hours
Breakdown: evening, overnight, weekend, early morning
Comparison to business-hours bookings

Example: A patient with a cracked tooth reached out at 11 PM Saturday—Kate had her scheduled for Monday at 9 AM before midnight.

Know Which Channels Fill Your Chairs

We simplify attribution: Where did the booking happen?

K

Kate AI

78% of bookings

Appointments booked through conversation—phone calls and text messages that Kate handled from start to finish.

Patients who prefer to talk, ask questions, and get reassurance before booking come through here.

Online Scheduling

22% of bookings

Appointments patients booked themselves through your website, Google, or social links.

The busy professional at 10 PM who just wants to pick a time and move on.

The mix tells you how patients prefer to engage. If 70% come through Kate, conversation-driven booking resonates. If online scheduling is growing, self-service is gaining traction.

Two channels. One system. Complete visibility.

Check It When You Want.
Ignore It When You Don't.

Most dashboards create work. We built something different.

No Notifications

We won't ping you about your numbers

No Alerts

We won't interrupt your day with dashboards

No Homework

We won't ask you to configure or optimize

The dashboard exists because sometimes you want to see the proof. To feel the satisfaction of growth made visible. To have evidence when someone asks, "Is the marketing working?"

But it doesn't demand attention. The system works whether you're watching or not.

From Guessing to Knowing

Before

Dr. Patel pays $3,400 a month for marketing. Every month, her agency sends a 14-page report. Every month, she skims the executive summary and files it.

Is the marketing working? She thinks so. The practice seems busier. But "seems" isn't certainty.

She makes decisions based on gut feel. She'll never know which times it was right.

After

Three months into Yobi, Dr. Patel opens the dashboard. What she sees:

134

New patients / 90 days

+31%

vs. last year

43%

After hours

The growth isn't a feeling anymore. It's a fact.

Questions About Scheduling Analytics

What exactly does this dashboard show? +

Four things: how many patients scheduled (new vs. existing), when they scheduled (business hours vs. after-hours), who they scheduled with (which provider), and where the booking came from (Kate AI or online scheduling). These answer the question "Is my practice growing?" without requiring interpretation.

How is this different from my practice management system reports? +

Your PMS shows what happened inside the practice—production, procedures completed, revenue collected. The Scheduling Analytics Dashboard shows what happened to fill the practice—new patients acquired, bookings by channel, after-hours appointments captured. One looks backward at work completed. The other shows growth happening.

How is this different from my marketing agency's reports? +

Marketing reports show activity—impressions, clicks, leads generated. This dashboard shows outcomes—appointments actually booked. Your agency can tell you 1,000 people clicked an ad. This dashboard tells you how many of them became patients.

Do I need to check this regularly? +

No. The dashboard exists for when you want to see your progress, not because you need to manage it. Check it monthly for a pulse. Check it quarterly for trends. Or ignore it entirely—Kate keeps booking appointments whether you're watching or not.

Can I see which appointments Kate booked versus online scheduling? +

Yes. The dashboard breaks down bookings by source: Kate AI (phone and text conversations) and online scheduling (patient self-service). This shows how your two Yobi channels perform and where patients prefer to engage.

Is this included with Yobi or an add-on? +

The Scheduling Analytics Dashboard is included with the Growth Engine. If Kate is answering your calls and the system is booking your appointments, the dashboard is there—showing you the results whenever you want to see them.

See Your Growth, Skip the Spreadsheets

The Scheduling Analytics Dashboard shows what actually matters: new patients booked, after-hours appointments captured, and how your booking channels perform.

No vanity metrics. No marketing jargon. Just the numbers that answer "Is my practice growing?"

See the numbers that actually matter

Schedule a Demo