For clinics, studios and wellness businesses
The business side of a clinic: bookings, payments and marketing
A physiotherapy practice, dental clinic, yoga studio or wellness brand runs on bookings, payments, ads and a few spreadsheets. clariBI connects to those and answers questions such as "which ads bring booked appointments?" or "which services earn the most per hour?".
14-day trial with 50 AI credits and no credit card. Please read the limits below before connecting anything.
You connect
StripeGoogle AnalyticsGoogle AdsMeta AdsSearch ConsoleGoogle Sheets
01 What to connect
The tools that hold the numbers
| Bookings | Calendly or Cal.com (Starter and up); booking exports from your practice software as CSV or Excel. |
| Payments | Square, Stripe, PayPal. |
| Marketing | Google Ads, Meta Ads, Google Analytics 4, Search Console; Mailchimp, Klaviyo or Brevo for email. |
| Forms | Tally (Starter and up) for intake or feedback forms that hold no health information. |
| Everything else | Google Sheets and CSV files, for example staff rosters or room schedules. |
02 Questions
Examples of what you can ask
Use client IDs or first names rather than full identities in exports where you can. Operational data is enough for these questions.
| Question | Where the answer comes from |
|---|---|
| "How many bookings did each ad campaign bring in last month, and at what cost?" | Google Ads or Meta Ads next to booking data. |
| "What is our no-show rate by weekday and time slot?" | Booking export with appointment status. |
| "Which services bring in the most revenue per hour?" | Square or Stripe payments next to service durations. |
| "How many first-time clients came back within 60 days?" | Payments or bookings by client ID. |
| "Which newsletter led to the most bookings?" | Mailchimp or Klaviyo campaigns next to booking dates. |
03 Dashboards
What to set up first
- Automatic dashboards for the payment, booking and ad sources.
- The healthcare template category includes operational templates such as appointment volume, no-show rate and billing aging, built for CSV exports.
- Goals for bookings or revenue per month, linked to the source that counts them.
04 Limits
What clariBI does not do here
- Do not upload patient health records. clariBI is not built for protected health information, has no HIPAA arrangement and does not sign business associate agreements.
- No connection to electronic health record or practice management systems (Epic, Cerner, athenahealth and similar). Use operational exports without clinical details.
- It is not a clinical tool and does not measure care quality or outcomes.
Try it on your own data
The trial lasts 14 days and needs no credit card. When it ends you move to the Free plan and keep your data and source dashboards.