Namaste, Admin! 🙏
Here's your workspace overview for today.
29 May 2025, Thursday
Total Clients
1,248 ▲ 12%
vs last month
Today's Appointments
18
5 Completed · 13 Pending
Today's Sessions
22
8 Completed · 14 Pending
Today's Revenue
₹ 75,680 ▲ 18%
vs yesterday
Pending Payments
₹ 1,82,450
17 Invoices
Today's Appointments
View Calendar
09:30 AMConfirmed
Suresh Kumar
Reiki Healing – 60 Min
10:30 AMPending
Priya Sharma
Chakra Healing – 60 Min
11:30 AMConfirmed
Ananya Iyer
Tarot Reading – 30 Min
02:30 PMPending
Ramesh Babu
Crystal Healing – 60 Min
04:00 PMConfirmed
Meena Joshi
Consultation – 45 Min
View All Appointments
Upcoming Healing Sessions
View All
SK
Suresh Kumar
Reiki Healing Package – Session 3 of 10
Tomorrow09:30 AM
PS
Priya Sharma
Chakra Healing Package – Session 2 of 8
Tomorrow10:30 AM
AI
Ananya Iyer
Crystal Healing Package – Session 4 of 12
31 May 202502:30 PM
RB
Ramesh Babu
Reiki Healing Package – Session 5 of 10
31 May 202504:00 PM
View All Healing Sessions
Follow-ups & Reminders
View All
Leads to Follow-up
12 leads are pending follow-up
12
Pending Payments
17 invoices are pending payment
17
Sessions to be Scheduled
8 clients have unscheduled sessions
8
Package Expiring Soon
5 packages are expiring in next 7 days
5
Feedback Pending
6 clients feedback pending
6
Revenue Overview
This Month
Total Revenue
₹ 18,75,240
Total Received
₹ 16,92,790
Total Pending
₹ 1,82,450
Leads Funnel
This Month
Recent Clients
View All
SK
Suresh Kumar
Reiki Healing Package
29 May 2025
PS
Priya Sharma
Chakra Healing Package
29 May 2025
AI
Ananya Iyer
Crystal Healing Package
29 May 2025
RB
Ramesh Babu
Tarot Reading
29 May 2025
MJ
Meena Joshi
Consultation
29 May 2025
Learning (LMS)
Course Enrolments
489 ▲ 21%
across 12 courses
Learning Progress
67%
avg completion
Completion Rate
74% ▲ 6%
this month
Upcoming Live Classes
8
next 7 days
Certificates
212
issued
Services Master
Manage healing services, consultations, workshops, pricing & duration
Total Services
30
Across 6 categories
Healing Services
14
Energy & therapy
Consultations
5
Assessment & guidance
Workshops
2
Group sessions
Energy Healing
Reiki Healing
₹2,500
ActiveEnergy Healing
Chakra Balancing
₹3,200
ActiveEnergy Healing
Crystal Healing
₹2,800
ActiveEnergy Healing
Pranic Healing
₹4,000
ActiveEnergy Healing
Aura Cleansing
₹2,000
ActiveEnergy Healing
Theta Healing
₹3,500
ActiveSound Therapy
Sound Bath Therapy
₹3,000
ActiveSound Therapy
Tibetan Bowl Healing
₹2,400
ActiveSound Therapy
Tuning Fork Therapy
₹2,200
ActiveMeditation
Guided Meditation
₹1,200
ActiveMeditation
Mindfulness Session
₹1,500
ActiveMeditation
Breathwork Session
₹1,800
ActiveConsultation
Wellness Consultation
₹1,500
ActiveConsultation
Emotional Assessment
₹2,000
ActiveConsultation
Energy Assessment
₹1,800
ActiveAstrology
Tarot Reading
₹1,500
ActiveAstrology
Numerology Reading
₹2,000
ActiveAstrology
Vastu Consultation
₹5,000
ActiveAstrology
Astrology Consultation
₹3,000
ActiveEnergy Healing
Past Life Regression
₹6,000
ActiveEnergy Healing
Access Bars Therapy
₹4,500
ActiveEnergy Healing
Angel Healing
₹3,000
ActiveEnergy Healing
Colour Therapy
₹2,200
ActiveEnergy Healing
Marma Therapy
₹3,800
ActiveConsultation
Emotional Freedom (EFT)
₹2,500
ActiveConsultation
Inner Child Healing
₹4,200
ActiveConsultation
Family Constellation
₹6,500
ActiveEnergy Healing
Distance Healing
₹2,000
ActiveWorkshop
Full Moon Circle
₹1,500
ActiveWorkshop
Chakra Workshop
₹3,500
ActivePackage Management
Curated healing journeys with sessions, validity, pricing, GST & discounts
Active Packages
10
Ready to assign
Clients Enrolled
842
In active packages
Package Revenue
₹ 42.6L
This year
Top Package
Divine Transformation
Best seller
Serenity Starter
Introductory wellness journey
Sessions4 sessions
Validity45 days
Core ServiceReiki Healing
GST (18%)₹1,620
₹9,000
Chakra Harmony
Complete chakra alignment programme
Sessions8 sessions
Validity90 days
Core ServiceChakra Balancing
GST (18%)₹3,960
₹22,000
Crystal Renewal
Crystal-led energy restoration
Sessions6 sessions
Validity60 days
Core ServiceCrystal Healing
GST (18%)₹2,700
₹15,000
Pranic Vitality
Advanced pranic healing package
Sessions10 sessions
Validity120 days
Core ServicePranic Healing
GST (18%)₹6,840
₹38,000
Inner Calm
Meditation & mindfulness bundle
Sessions12 sessions
Validity90 days
Core ServiceGuided Meditation
GST (18%)₹3,240
₹18,000
Sound Sanctuary
Sound therapy immersion
Sessions6 sessions
Validity60 days
Core ServiceSound Bath Therapy
GST (18%)₹2,880
₹16,000
Emotional Reset
Emotional & inner child healing
Sessions6 sessions
Validity90 days
Core ServiceInner Child Healing
GST (18%)₹4,320
₹24,000
Divine Transformation
Signature holistic journey
Sessions16 sessions
Validity120 days
Core ServiceTheta Healing
GST (18%)₹10,800
₹60,000
Astro Wellness
Astrology-guided wellness plan
Sessions5 sessions
Validity60 days
Core ServiceAstrology Consultation
GST (18%)₹3,600
₹20,000
Corporate Wellness
Team energy & stress programme
Sessions20 sessions
Validity60 days
Core ServiceBreathwork Session
GST (18%)₹15,300
₹85,000
Lead Management
Capture enquiries, track sources, follow-ups & conversions
Total Leads
120
This month
Contacted
98
Follow-up active
Converted
28
23% conversion
Pending Follow-up
12
Needs attention
Lead Pipeline
| Lead | Phone | Source | Interest | Stage | Next Follow-up | Owner |
|---|---|---|---|---|---|---|
NS Nandini Sharma LD2001 | +91 9228771309 | Referral | Breathwork Session | New Leads | 01 Jun 2025 | Deepa |
NK Naveen Kumar LD2002 | +91 9117280213 | Website | Emotional Freedom (EFT) | New Leads | 04 Jun 2025 | Nitin |
VB Vishal Babu LD2003 | +91 9422668717 | Workshop | Emotional Assessment | New Leads | 08 Jun 2025 | Meghana |
PK Pooja Kumar LD2004 | +91 9874988953 | Tibetan Bowl Healing | New Leads | 09 Jun 2025 | Dr. | |
NJ Nikhil Joshi LD2005 | +91 9331541053 | Walk-in | Emotional Assessment | New Leads | 09 Jun 2025 | Arun |
AP Aditya Prasad LD2006 | +91 9352050958 | Mindfulness Session | Contacted | 03 Jun 2025 | Ganesh | |
TG Tara Gupta LD2007 | +91 9821450974 | Emotional Assessment | Consultation Done | 02 Jun 2025 | Roopa | |
IG Isha Gowda LD2008 | +91 9401347709 | Referral | Sound Bath Therapy | Contacted | 01 Jun 2025 | Deepa |
NB Nikhil Babu LD2009 | +91 9662827738 | Website | Tarot Reading | New Leads | 06 Jun 2025 | Manish |
AB Aarav Bhandari LD2010 | +91 9637216333 | Walk-in | Guided Meditation | Lost | 07 Jun 2025 | Vikas |
PA Pooja Achar LD2011 | +91 9430792818 | Mindfulness Session | New Leads | 01 Jun 2025 | Nitin | |
KS Karthik Sharma LD2012 | +91 9357298801 | Numerology Reading | New Leads | 08 Jun 2025 | Arun | |
SS Sunita Shenoy LD2013 | +91 9499095009 | Walk-in | Inner Child Healing | New Leads | 06 Jun 2025 | Ganesh |
DR Deepa Ranganath LD2014 | +91 9814292342 | Justdial | Angel Healing | New Leads | 07 Jun 2025 | Vikas |
Showing 14 of 120
Conversion Funnel
Client Management (CRM)
Complete client records, purpose, package & healing progress
Total Clients
1,248
▲ 12% this month
Active Clients
842
In healing programmes
Repeat Clients
486
58% retention
With Outstanding
64
Payment pending
| Client | Phone | Purpose | Package | Sessions | Status | Outstanding |
|---|---|---|---|---|---|---|
PS Pooja Shetty CL1001 · Mysuru | +91 9153904093 | Stress & Anxiety | Pranic Vitality | 119/120 | Completed | ₹3,200 |
CB Charan Babu CL1002 · Hyderabad | +91 9790462694 | Relationship Healing | Serenity Starter | 36/45 | Completed | ₹12,000 |
NM Nandini Menon CL1003 · Mangaluru | +91 9872247563 | Spiritual Growth | Divine Transformation | 63/120 | Completed | ₹12,000 |
SS Sneha Sharma CL1004 · Chennai | +91 9309345499 | Relationship Healing | Corporate Wellness | 43/60 | On Hold | Cleared |
RR Ramesh Rao CL1005 · Hyderabad | +91 9192977719 | Self Discovery | Divine Transformation | 107/120 | Active | ₹2,500 |
VB Vishal Bhandari CL1006 · Mysuru | +91 9487039863 | Stress & Anxiety | Divine Transformation | 63/120 | Completed | ₹5,000 |
SP Suresh Patil CL1007 · Mumbai | +91 9608320599 | Relationship Healing | Sound Sanctuary | 40/60 | Active | Cleared |
SP Sneha Patil CL1008 · Hyderabad | +91 9315865132 | Spiritual Growth | Divine Transformation | 27/120 | Active | ₹3,200 |
BS Bhavya Shenoy CL1009 · Hyderabad | +91 9679537112 | Self Discovery | Inner Calm | 32/90 | On Hold | Cleared |
PM Pooja Murthy CL1010 · Mangaluru | +91 9831504843 | Chronic Fatigue | Inner Calm | 23/90 | Completed | ₹12,000 |
RM Rohan Murthy CL1011 · Hyderabad | +91 9187808495 | Grief Support | Corporate Wellness | 58/60 | Active | Cleared |
DV Deepa Verma CL1012 · Mangaluru | +91 9923889338 | Emotional Healing | Corporate Wellness | 0/60 | Active | ₹12,000 |
MI Mohan Iyer CL1013 · Hyderabad | +91 9847446207 | Emotional Healing | Corporate Wellness | 58/60 | Active | ₹3,200 |
SP Sachin Pillai CL1014 · Hubballi | +91 9976823399 | Grief Support | Sound Sanctuary | 55/60 | On Hold | Cleared |
Showing 14 of 200
Consultation Management
Assessments, energy evaluation & personalised healing recommendations
New Consultation — Priya Sharma
In ProgressAssessment
Energy Assessment
Root Chakra
Heart Chakra
Throat Chakra
Crown Chakra
Suggested Plan
Recent Consultations
AI
Ananya Iyer
Crystal Healing suggested
28 MayCompleted
RB
Ramesh Babu
Tarot + Consultation
27 MayCompleted
MJ
Meena Joshi
Emotional Reset package
26 MayPackage Assigned
RN
Rohan Nair
Sound Sanctuary
25 MayCompleted
DM
Divya Menon
Pranic Vitality
24 MayPackage Assigned
Appointment Management
Book, reschedule & manage healing appointments across the calendar
Today's Appointments
18
5 completed
Confirmed
11
Ready
Pending
5
Awaiting confirm
Cancelled
2
Rescheduled
Week View — 26 to 31 May 2025
| Time | Mon 26 | Tue 27 | Wed 28 | Thu 29 | Fri 30 | Sat 31 |
|---|---|---|---|---|---|---|
| 09:00 | Divya M. Pranic | Suresh K. Reiki | ||||
| 10:30 | Rohan N. Sound | Priya S. Chakra | ||||
| 11:30 | Ananya I. Tarot | Arjun P. Angel | ||||
| 02:30 | Ramesh B. Crystal | Neha S. EFT | ||||
| 04:00 | Kavya R. Reiki | Meena J. Consult | ||||
| 05:00 |
Healing Sessions
Session timeline, assigned healers, homework & guidance
Today's Sessions
22
8 completed
Completed
8
On schedule
Upcoming
14
Rest of day
Homework Assigned
19
Active follow-ups
SK
Suresh KumarConfirmed
Reiki Healing · Session 3 of 10 · 60 min
Today 09:30 AM
Healer: Meghana Shetty
Homework & Guidance
Practice grounding meditation 10 min daily
PS
Priya SharmaIn Progress
Chakra Balancing · Session 2 of 8 · 75 min
Today 10:30 AM
Healer: Arun Prakash
Homework & Guidance
Journaling before sleep, avoid screens after 9 PM
AI
Ananya IyerConfirmed
Crystal Healing · Session 4 of 12 · 60 min
Today 02:30 PM
Healer: Lakshmi Iyer
Homework & Guidance
Carry rose quartz, hydration focus
RB
Ramesh BabuConfirmed
Reiki Healing · Session 5 of 10 · 60 min
Today 04:00 PM
Healer: Meghana Shetty
Homework & Guidance
Breathwork 4-7-8 twice daily
DM
Divya MenonScheduled
Pranic Vitality · Session 6 of 10 · 90 min
Tomorrow 11:00 AM
Healer: Dr. Anitha Rao
Homework & Guidance
Salt water bath, energy protection visualization
Client Healing Journey
A complete, premium timeline of every touchpoint — registration to completion
PS
Priya Sharma
CL1042 · Chakra Harmony Package · Healer: Arun Prakash
Progress
5 / 8 sessions
Registration
Completed12 Mar 2025
Client registered via Instagram enquiry. Purpose: Stress & anxiety.
Consultation
Completed14 Mar 2025
Emotional assessment done. Energy blockage in heart & throat chakra. Chakra Harmony recommended.
Package Purchased
Completed14 Mar 2025
Chakra Harmony — 8 sessions, 90 days validity. ₹22,000 + GST.
Payment
Completed14 Mar 2025
Advance ₹12,000 received via UPI. Balance ₹12,980 scheduled.
First Appointment
Completed18 Mar 2025
Session 1 with Arun Prakash. Grounding & root chakra work.
Healing Sessions
CompletedOngoing
Sessions 1–5 completed. Consistent energy improvement noted.
Healer Notes
Completed26 May 2025
Emotional state calmer, sleep improved. Throat chakra opening well.
Client Feedback
Completed26 May 2025
Mood 4/5, Sleep 4/5, Stress reduced. “Feeling lighter and more centred.”
Homework
In ProgressActive
Daily journaling + 4-7-8 breathwork. Compliance strong.
Milestone
In ProgressSession 5
Halfway milestone reached — energy alignment score up 40%.
Upcoming Follow-ups
Upcoming3 remaining
Sessions 6–8 scheduled. Next: 31 May 2025.
Package Completion
UpcomingEst. 20 Jun 2025
On track for completion. Renewal / maintenance plan to be discussed.
Billing & Payments
Invoices, receipts, GST, outstanding & payment history
Total Revenue
₹ 18,75,240
This month
Received
₹ 16,92,790
90% collected
Outstanding
₹ 1,82,450
17 invoices
GST Collected
₹ 2,86,000
Filed & ready
| Invoice # | Client | Package | Date | Amount | Paid | Status |
|---|---|---|---|---|---|---|
| INV-2500 | YC Yash Chandra | Astro Wellness | 08 May 2025 | ₹20,000 | ₹20,000 | Paid |
| INV-2501 | AK Ananya Kulkarni | Emotional Reset | 25 May 2025 | ₹18,000 | ₹18,000 | Paid |
| INV-2502 | SG Sneha Gupta | Chakra Harmony | 08 May 2025 | ₹22,000 | ₹0 | Unpaid |
| INV-2503 | RR Ramesh Rao | Divine Transformation | 25 May 2025 | ₹15,000 | ₹7,500 | Partial |
| INV-2504 | RS Ramesh Shenoy | Corporate Wellness | 14 May 2025 | ₹18,000 | ₹18,000 | Paid |
| INV-2505 | TS Tara Shetty | Emotional Reset | 01 May 2025 | ₹20,000 | ₹0 | Unpaid |
| INV-2506 | MN Manoj Naidu | Inner Calm | 27 May 2025 | ₹18,000 | ₹9,000 | Partial |
| INV-2507 | RB Rahul Bhat | Corporate Wellness | 05 May 2025 | ₹24,000 | ₹24,000 | Paid |
| INV-2508 | DK Deepa Kulkarni | Sound Sanctuary | 18 May 2025 | ₹18,000 | ₹0 | Unpaid |
| INV-2509 | NK Naveen Kamath | Divine Transformation | 14 May 2025 | ₹38,000 | ₹38,000 | Paid |
| INV-2510 | AK Ananya Kulkarni | Emotional Reset | 04 May 2025 | ₹15,000 | ₹15,000 | Paid |
| INV-2511 | AA Arjun Achar | Sound Sanctuary | 12 May 2025 | ₹20,000 | ₹20,000 | Paid |
| INV-2512 | RB Rahul Bhat | Corporate Wellness | 26 May 2025 | ₹24,000 | ₹24,000 | Paid |
Showing 13 of 40
Communication Center
WhatsApp & email templates, reminders & bulk messaging
Quick Message
WhatsAppPrototype preview — no messages are actually sent
Message Templates
Appointment Reminder
Namaste {name}, your {service} session is scheduled for {date} at {time}.
WhatsAppUse template
Payment Reminder
Dear {name}, a gentle reminder: ₹{amount} is pending for your {package}.
WhatsAppUse template
Package Reminder
{name}, you have {n} sessions remaining. Book your next session with us.
WhatsAppUse template
Birthday Wishes
Wishing you a joyful, peaceful birthday {name}! 🌸 With love, Divine Saransh.
WhatsAppUse template
Workshop Invitation
Join our {workshop} on {date}. A sacred space to heal & grow together.
WhatsAppUse template
Feedback Request
{name}, how was your healing session? Your reflection helps us serve you better.
WhatsAppUse template
Reports & Analytics
Revenue, packages, clients, sessions, lead sources & business analytics
Revenue Trend
Last 6 months
Monthly revenue (in Lakhs)
Lead Sources
Instagram — 42
Google — 28
Referral — 22
Walk-in — 16
Others — 12
Package Performance
Clients enrolled per package
Business Snapshot
Client Retention
58%
▲ 6% vs last quarter
Avg. Revenue / Client
₹ 24,800
Lifetime value
Session Completion
91%
Package adherence
Workshop Revenue
₹ 3.2L
This year
Staff & Healer Management
Healers, consultants, receptionists, accounts & on-call team
Total Staff
20
Team members
Healers
15
Active practitioners
Reception
2
Front desk
Accounts
2
Billing team
AR
Dr. Anitha Rao
Senior Healer
Pranic & Theta Healing
Active
MS
Meghana Shetty
Reiki Master
Reiki & Crystal Healing
Active
RK
Ravindra Kamath
Sound Therapist
Sound & Vibrational Healing
Active
SN
Sushma Nair
Consultant
Emotional Assessment
Active
AP
Arun Prakash
Healer
Chakra Balancing
Active
DM
Deepa Menon
Meditation Guide
Mindfulness & Breathwork
Active
VH
Vikas Hegde
Astrologer
Astrology & Numerology
Active
LI
Lakshmi Iyer
Reiki Master
Reiki & Aura Cleansing
Active
NP
Nitin Pai
Healer
Access Bars & Angel Healing
Active
RD
Roopa Desai
Consultant
Inner Child & Family Constellation
Active
GB
Ganesh Bhat
Senior Healer
Past Life Regression
Active
SR
Shalini Rao
Healer
Colour & Marma Therapy
Active
PK
Prasad Kulkarni
Sound Therapist
Tibetan Bowl Healing
Active
AS
Ananya Shenoy
Consultant
Wellness Consultation
Active
MG
Manish Gowda
Healer
Crystal & Distance Healing
Active
RP
Rekha Prabhu
Receptionist
Front Desk
Active
SR
Sandeep Rai
Receptionist
Front Desk
Active
VK
Vidya Kamath
Accounts
Billing & Payments
Active
HN
Harish Naik
Accounts
Invoicing & GST
Active
KS
Kavya Suvarna
Consultant
On-call
Active
Workshop Management
Group healing circles, workshops, attendance & revenue
Total Workshops
24
This year
Total Attendees
486
Across sessions
Workshop Revenue
₹ 3.2L
This year
Upcoming
3
Next 30 days
Completed
Full Moon Healing Circle
FacilitatorDr. Anitha Rao
Fee / Revenue₹1,500 / ₹36,000
Completed
Chakra Awakening Workshop
FacilitatorMeghana Shetty
Fee / Revenue₹3,500 / ₹63,000
Completed
Sound Bath Immersion
FacilitatorRavindra Kamath
Fee / Revenue₹2,000 / ₹60,000
Completed
Breathwork & Release
FacilitatorDeepa Menon
Fee / Revenue₹1,800 / ₹39,600
Upcoming
New Moon Manifestation
FacilitatorVikas Hegde
Fee / Revenue₹2,200 / —
Inventory Management
Crystals, consumables, equipment & retail stock
Total Items
10
Categories tracked
In Stock
6
Healthy levels
Low Stock
3
Reorder soon
Reorder
1
Action needed
| Item | Category | Quantity | Status | Action |
|---|---|---|---|---|
| Clear Quartz Crystals | Crystals | 120 pcs | In Stock | |
| Amethyst Cluster | Crystals | 45 pcs | In Stock | |
| Sage Smudge Sticks | Consumables | 18 pcs | Low Stock | |
| Tibetan Singing Bowls | Equipment | 8 pcs | In Stock | |
| Essential Oils - Lavender | Consumables | 6 bottles | Low Stock | |
| Meditation Cushions | Equipment | 25 pcs | In Stock | |
| Palo Santo Sticks | Consumables | 40 pcs | In Stock | |
| Rose Quartz Pendants | Retail | 60 pcs | In Stock | |
| Chakra Candle Set | Retail | 4 sets | Reorder | |
| Incense - Sandalwood | Consumables | 90 packs | In Stock |
Showing 10 items
Document Management
Consent forms, reports, agreements & invoices
| Document | Related To | Type | Date | Action |
|---|---|---|---|---|
Client Consent Form.pdf | Priya Sharma | 28 May 2025 | ||
Consultation Report - Ananya.pdf | Ananya Iyer | 27 May 2025 | ||
Chakra Harmony Agreement.pdf | Ramesh Babu | 26 May 2025 | ||
GST Invoice INV-2534.pdf | Meena Joshi | 25 May 2025 | ||
Healing Plan - Rohan.docx | Rohan Nair | DOCX | 24 May 2025 | |
Workshop Attendance May.xlsx | Full Moon Circle | XLSX | 23 May 2025 |
Showing 6 documents
Task & Reminders
Personal tasks, follow-ups & daily reminders
My Tasks
Follow up with Kavya Reddy
Lead follow-up call · Today 03:00 PM
Collect balance payment - Ramesh
Payment reminder · Today 05:00 PM
Schedule session 6 for Priya
Appointment booking · Tomorrow
Send workshop invites
New Moon Manifestation · Tomorrow
Prepare consultation report
Ananya Iyer · 31 May
Renew package discussion
Divya Menon · 01 Jun
Reminders Today
3 appointments to confirm
Before end of day
17 payment reminders due
Outstanding invoices
2 client birthdays
Send warm wishes
5 packages expiring
Renewal outreach
Media Library
Photos, videos, audio healing, guides & brand assets
Reiki Session Room
Facility
Crystal Collection
Product
Meditation Hall
Facility
Full Moon Circle
Event
Client Testimonials
Video
Chakra Guide
Document
Healing Sounds
Audio
Brand Assets
Design
Master Data
Categories, sources, purposes, statuses & configurable lists
Service Categories
Lead Sources
Purpose of Visit
Communication Preferences
Settings
Roles & permissions, centre profile & system preferences
Configuration
Brand & Appearance
Colours, fonts, logo & live theme
Terminology
Configure your business language
Modules
Enable or disable capabilities
Custom Fields & Statuses
Tenant-specific fields & workflows
Centres / Locations
Manage multiple locations
Master Data
Categories, sources & lists
Role-Based Access Control
Configurable roles & permissionsSuper Admin
Complete Access
All Modules
Reports & Revenue
User Management
Settings
Receptionist
Client Registration
Appointments
Billing & Payments
Follow-ups
Reports & Revenue
Healer
Assigned Clients
Healing Notes
Client Feedback
Billing
Reports
Accounts
Invoices & Receipts
GST & Outstanding
Payments
Consultation
Healing Notes
Tip: use the profile menu (top-right) to preview the app as each role — the sidebar adapts to permissions.
Centre Profile
Preferences
WhatsApp reminders
Email notifications
Auto-generate invoices
GST on all invoices
Client feedback requests
Birthday auto-wishes
Capability Catalogue
Extended operations and growth capabilities
Product Roadmap
The current release delivers the complete operational core. These enhancements are planned for future phases to grow Divine Saransh into a full wellness ecosystem.
Client Experience
Client Portal
Phase 2Online Booking
Phase 2Online Payments
Phase 2Teleconsultation
Phase 2Digital Consent Forms
Phase 2QR Check-in
Phase 2Learning & Content
Learning Management (LMS)
Phase 2Guided Meditation Library
Phase 2Audio Healing Library
Phase 2Video Courses
Phase 2Study Materials
Phase 2Homework Tracking
Phase 2AI & Automation
AI Consultation Summary
Phase 2AI Healing Recommendations
Phase 2AI Follow-up Suggestions
Phase 2AI Chat Assistant
Phase 2Workflow Automation
Phase 2Custom Form Builder
Phase 2Integrations
WhatsApp Business API
Phase 2Email Marketing
Phase 2SMS Gateway
Phase 2Google Calendar Sync
Phase 2Accounting Software
Phase 2Mobile App (iOS & Android)
Phase 2Growth & Scale
Multi-Branch Management
Phase 2Franchise Management
Phase 2Membership Plans
Phase 2Loyalty & Referral
Phase 2Inventory & E-commerce
Phase 2Wellness Score Analytics
Phase 2Learning Overview
Courses, learners and progress — an optional module, fully integrated with the core
Active Courses
12
published
Total Learners
489
enrolled
Enrolments
1,204
all-time
Certificates
212
issued
Continue Building
Leadership Mastery
12 lessons · 4 live sessions
78%
Communication Excellence
9 lessons · 2 live sessions
54%
Emotional Intelligence
8 lessons · 1 assessment
92%
Executive Presence
10 lessons · 3 live sessions
34%
View all Courses
Upcoming Live Classes
reuses appointmentsRV
Rahul Verma
Leadership Mastery — Live Coaching
Today4:00 PM
SK
Sneha Kapoor
Communication — Q&A Session
Tomorrow11:00 AM
AD
Amit Desai
Executive Presence — Workshop
31 May2:30 PM
Completion Rate
Learning Integrated With
CRMLinked
PackagesLinked
AppointmentsLinked
BillingLinked
CommunicationLinked
ReportsLinked
Courses
Self-paced lessons, live sessions, assessments and certificates
Coaching
Leadership Mastery
Avg completion 78%Published
Coaching
Communication Excellence
Avg completion 54%Published
Personal Growth
Emotional Intelligence
Avg completion 92%Published
Leadership
Executive Presence
Avg completion 34%Published
Wellness
Mindful Productivity
Avg completion 61%Published
Coaching
Team Building Fundamentals
Avg completion 45%Published
Course Builder
Course → Module → Lesson → Activity, with drip, assessments and certificates
Curriculum
Module 1 · Foundations3 lessons
Welcome & OverviewVideo
Leadership StylesText
Self-AssessmentQuiz
Add lesson
Module 2 · Core Skills3 lessons
Decision MakingVideo
Delegation FrameworkPDF
Live Coaching SessionLive
Add lesson
Module 3 · Advanced3 lessons
Difficult ConversationsVideo
Case Study AssignmentAssignment
Final AssessmentAssessment
Add lesson
Lesson Content Types
VideoAudioTextImagePDFDownloadLinkQuizAssessmentAssignmentSurveyReflection
Access & Drip
Drip scheduleBy enrolment date
PrerequisiteModule completion
CertificateOn completion
Included inPremium Package
Pricing
ModelPaid / Package
Price₹ 12,000
BillingReuses core billing
Learners
Every learner is also a client — learning links straight into the CRM
Total Learners
489
active
Avg Progress
67%
across courses
Completed
212
learners
Learning Hours
3,140
this month
| Learner | Current Course | Progress | Status | Linked Client |
|---|---|---|---|---|
RV Rahul Verma 3 courses | Leadership Mastery | 82% | Active | |
SK Sneha Kapoor 2 courses | Communication Excellence | 64% | Active | |
AD Amit Desai 5 courses | Executive Presence | 91% | Active | |
PN Priya Nair 1 course | Mindful Productivity | 28% | Active | |
KM Karan Malhotra 4 courses | Emotional Intelligence | 76% | Active | |
DR Divya Rao 2 courses | Leadership Mastery | 100% | Completed |
Showing 6 of 489
Enrolments
Course access, billing model and learning progress
Enrolment flows from the same pipeline: Lead → Client → Course purchase → enrolment → progress → certificate. Billing reuses the core engine.
| Learner | Course | Progress | Billing | Status |
|---|---|---|---|---|
RV Rahul Verma | Leadership Mastery | 82% | Paid | In Progress |
SK Sneha Kapoor | Communication Excellence | 64% | Package | In Progress |
AD Amit Desai | Executive Presence | 91% | Paid | In Progress |
DR Divya Rao | Leadership Mastery | 100% | Membership | Completed |
PN Priya Nair | Mindful Productivity | 28% | Free | In Progress |
KM Karan Malhotra | Emotional Intelligence | 76% | Package | In Progress |
Showing 6 of 1,204
Assessments & Assignments
Quizzes, question banks, grading and submissions
Assessments
| Assessment | Course | Grading | Pass | Format | |
|---|---|---|---|---|---|
| Leadership Styles Quiz | Leadership Mastery | Auto-graded | 70% | MCQ · 10 Q | |
| Delegation Assignment | Leadership Mastery | Manual | Pass/Fail | File upload | |
| EQ Self-Assessment | Emotional Intelligence | Auto-graded | — | Rating · 20 Q | |
| Final Assessment | Executive Presence | Auto + Manual | 75% | Mixed · 25 Q |
Question Types
Multiple ChoiceMultiple AnswerTrue / FalseShort AnswerLong AnswerRating
Supports
Question bank & random questions
Time limit & attempts
Automatic & manual grading
Assignments with review, comment, grade
Certificates
Tenant-branded, QR-verifiable completion certificates
Issued
212
all-time
QR Verified
100%
tamper-proof
Templates
4
tenant-branded
This Month
38
new
Learning Reports
Enrolments, completion, learning hours and course revenue
Enrolment Trend
Completion by Course
Learning Hours
Course Revenue
Course Revenue
₹ 8.4L
this year
Paying Learners
342
conversion 71%
Completion
67%
avg
Repeat Enrol
44%
cross-sell
Brand & Appearance
Live theme customiser — colours, typography, logo and presets
Every colour, font and label is a tenant setting — not hard-coded. The current Divine Saransh plum & gold is simply the default theme. Change anything and watch the preview react live.
Theme Presets
Elegant · Professional · Wellness · Luxury · Corporate · Modern
Brand Colours
Semantic Colours
Typography
Logo & Identity
Live Preview
updates instantlyBRAND
Dashboard
Clients
Appointments
Billing
Reports
Good morning
Clients
1,248
Revenue
₹ 75,680
Today's Appointments
09:30 · Priya Sharma Confirmed
Primary ActionAccent
Terminology
Configure the words your business uses — applied everywhere, live
The database uses stable internal entity names. The UI shows configurable labels. Type below and the whole application re-labels instantly — navigation, dashboards, quick actions and forms.
Business Language
Internal: Customer
Internal: Service Provider
Internal: Session
Internal: Package
Internal: Appointment
Internal: Branch / Location
Internal: Lead
Internal: Consultation
Internal: Service
Internal: Journey
Internal: Course (LMS)
Internal: Learner (LMS)
Modules
Enable or disable capabilities — data is preserved when a module is off
Toggle modules for this tenant. Disabling removes a module from navigation, dashboard, reports and permissions — but never deletes its data. Re-enable and everything returns. Try switching LMS below.
Core Modules
always available on your planCRM / Clients
Leads
Services
Packages
Appointments
Healing Sessions
Billing & Payments
Communication
Reports
Staff
Tasks
Documents
Optional Modules
plan-gatedLearning Management (LMS)
Optional module — disabling hides all learning UI but never deletes course data.
Inventory
Stock, consumables and retail.
Workshops / Events
Group sessions and events.
Advanced Automation
Workflow automation & triggers.
Customer Portal
Client-facing self-service portal.
Public API
Programmatic access for integrations.
Online Booking
Public booking widget.
White-label
Remove platform branding, custom domain.
Custom Fields & Statuses
Tenant-specific fields and configurable workflow statuses
Custom Fields
Field types
TextTextareaNumberDateTimeDropdownMulti-selectCheckboxRadioFileImageURL
| Entity | Field | Type | |
|---|---|---|---|
| Customer | Date of Birth | Date | |
| Customer | Referred By | Text | |
| Customer | Preferred Healer | Dropdown | |
| Appointment | Room | Dropdown | |
| Healing Session | Outcome Notes | Textarea | |
| Package | Renewal Reminder | Date |
Custom Statuses — Appointments
Custom Statuses — Leads
Centres / Locations
Multi-location support — staff, services and data can be branch-scoped
A tenant can run one or many locations. The generic concept is Location / Business Unit; each tenant displays it as Centres, Studios, Salons or Clinics.
| Centre | City | Staff | Working Hours | Status |
|---|---|---|---|---|
Jayanagar Centre | Bengaluru | 4 staff | 9:00 AM – 8:00 PM | Active |
Indiranagar Centre | Bengaluru | 6 staff | 9:00 AM – 8:00 PM | Active |
Showing 2 locations
Platform Overview
Health of the entire SaaS platform across all tenants
Total Tenants
42 +16%
▲ 6 this month
Active Tenants
34
81% of base
Trial Tenants
5
2 converting soon
MRR
₹ 3.8L +12%
▲ 12% MoM
ARR
₹ 45.6L
projected
Churn
2.1% -0.4%
▼ 0.4%
Monthly Recurring Revenue
Last 6 months
MRR (in Lakhs) · ARR ₹ 45.6L
Plan Distribution
Growth — 18
Professional — 9
Starter — 11
Enterprise — 4
Module Adoption
across 42 tenants % of tenants with module enabled · LMS adoption 48%
Recent Tenants
View all
DSActive
Divine Saransh
Wellness · Growth plan
ALActive
Apex Leadership Coaching
Coaching · Professional plan
ZYActive
ZenFlow Yoga Studio
Yoga · Growth plan
LLActive
Lumina Luxury Salon
Salon · Starter plan
SFTrial
Solestice Foot Relief
Foot Relief · Starter plan
CAActive
Cosmos Astrology
Astrology · Growth plan
Tenants
Every business running on the platform — one codebase, isolated data
| Tenant | Plan | Status | Locations | Users | LMS | Storage | Actions |
|---|---|---|---|---|---|---|---|
DS Divine Saransh Wellness | Growth | Active | 2 | 18 | LMS Off | 24.2 GB | |
AL Apex Leadership Coaching Coaching | Professional | Active | 3 | 32 | LMS On | 142 GB | |
ZY ZenFlow Yoga Studio Yoga | Growth | Active | 2 | 21 | LMS On | 88 GB | |
LL Lumina Luxury Salon Salon | Starter | Active | 3 | 16 | LMS Off | 9.4 GB | |
SF Solestice Foot Relief Foot Relief | Starter | Trial | 1 | 6 | LMS Off | 2.1 GB | |
CA Cosmos Astrology Astrology | Growth | Active | 2 | 14 | LMS On | 61 GB | |
HS Harmony Spa Retreats Spa | Growth | Active | 4 | 28 | LMS Off | 31 GB | |
EC Elevate Career Labs Coaching | Professional | Active | 1 | 19 | LMS On | 104 GB | |
BW Bloom Wellness Collective Wellness | Starter | Suspended | 1 | 4 | LMS Off | 3.8 GB | |
PF PeakForm Fitness Fitness | Growth | Trial | 2 | 11 | LMS On | 47 GB |
Showing 10 of 42 tenants
Plans & Modules
Configure subscription tiers, module bundles, limits and pricing
Starter
Core platform
₹ 2,999/mo
Core modules
Up to 5 users
1 location
5 GB
No LMS
Most popular
Growth
Core + LMS
₹ 6,999/mo
Core + LMS
Up to 20 users
3 locations
25 GB core
50 GB LMS
Professional
Core + LMS + Advanced
₹ 12,999/mo
Everything + Automation
Up to 50 users
10 locations
100 GB core
250 GB LMS
Enterprise
White-label & API
Custom
All + White-label + API
Unlimited
Unlimited
Custom
Custom
Module Availability by Plan
| Module | Starter | Growth | Professional | Enterprise |
|---|---|---|---|---|
| CRM | ||||
| Appointments | ||||
| Billing | ||||
| Communication | ||||
| Reports | ||||
| Inventory | — | |||
| LMS | — | |||
| Automation | — | — | ||
| Customer Portal | — | — | ||
| API | — | — | ||
| White-label | — | — | — |
Industry Templates
Configure the platform for different business types using ready-to-use industry templates.
1Select Industry
2Select Subcategory
3Preview Dashboard
4Recommended Modules
5Terminology
6Customise
7Apply Template
Choose an industry — one platform, fully configurable
Coaching & Consulting
Configure the platform for coaches, consultants and professional guidance businesses run on clients, sessions and programs.
12 TemplatesView Templates
Wellness & Holistic Services
For wellness, healing and holistic practitioners centred on client transformation, sessions and journeys.
12 TemplatesView Templates
Yoga, Fitness & Movement
For studios, gyms and movement businesses run on classes, memberships and attendance.
12 TemplatesView Templates
Beauty, Salon & Grooming
For salons, parlours and grooming businesses driven by appointments, services and stylists.
11 TemplatesView Templates
Spa & Personal Care
For spas, massage and personal-care centres offering treatments, therapists and packages.
11 TemplatesView Templates
Healthcare & Therapy
For physiotherapy, counselling and therapy centres focused on patient care, sessions and progress.
10 TemplatesView Templates
Astrology, Spirituality & Personal Guidance
For astrologers and spiritual guides delivering consultations, readings and guidance plans.
11 TemplatesView Templates
Preview
Same platform · same architecture · only the experience changes
Storage
Independently metered core and LMS storage — separately monetisable
Core Storage Used
61 GB
across all tenants
LMS Storage Used
370 GB
LMS tenants only
Avg / Tenant
10.3 GB
core
Near Limit
2
tenants ≥80%
Storage by Tenant
core & LMS accounted separately| Tenant | Core Storage | LMS Storage | |
|---|---|---|---|
| Divine Saransh | 18.2 / 25 GB | LMS off | |
| Apex Leadership Coaching | 6.1 / 100 GB | 138 / 250 GB | |
| ZenFlow Yoga Studio | 9.4 / 25 GB | 79 / 50 GB | |
| Lumina Luxury Salon | 9.4 / 25 GB | LMS off | |
| Cosmos Astrology | 4.8 / 25 GB | 56 / 50 GB | |
| Elevate Career Labs | 7.2 / 100 GB | 97 / 250 GB |
Billing & Revenue
Subscription billing, add-ons and platform revenue
MRR
₹ 3.8L
▲ 12% MoM
ARR
₹ 45.6L
projected
Trial Conversion
64%
last 90 days
Churn
2.1%
▼ 0.4%
Subscription Revenue
| Tenant | Plan | Base / mo | LMS Add-on | Status | Renewal |
|---|---|---|---|---|---|
| Divine Saransh | Growth | ₹ 6,999 | — | Active | Auto |
| Apex Leadership Coaching | Professional | ₹ 12,999 | Incl. | Active | Auto |
| ZenFlow Yoga Studio | Growth | ₹ 6,999 | Incl. | Active | Auto |
| Lumina Luxury Salon | Starter | ₹ 2,999 | — | Active | Auto |
| Solestice Foot Relief | Starter | ₹ 2,999 | — | Trial | — |
| Cosmos Astrology | Growth | ₹ 6,999 | Incl. | Active | Auto |
| Harmony Spa Retreats | Growth | ₹ 6,999 | — | Active | Auto |
| Elevate Career Labs | Professional | ₹ 12,999 | Incl. | Active | Auto |
| Bloom Wellness Collective | Starter | ₹ 2,999 | — | Suspended | Auto |
| PeakForm Fitness | Growth | ₹ 6,999 | Incl. | Trial | — |
Audit Log
Every platform action — module, plan, storage, branding and terminology changes
Platform-level audit trail. Tenant-level audit logs are recorded separately within each tenant.
LMS module enabled
Apex Leadership Coaching · by Platform Admin
2 hours ago
Trial started (Growth plan)
PeakForm Fitness · by System
5 hours ago
Storage limit raised to 25 GB
Lumina Luxury Salon · by Platform Admin
Yesterday
Tenant suspended — payment overdue
Bloom Wellness Collective · by System
Yesterday
Branding theme published
ZenFlow Yoga Studio · by Tenant Admin
2 days ago
Terminology updated (Session → Reading)
Cosmos Astrology · by Tenant Admin
3 days ago
Plan upgraded to Professional
Elevate Career Labs · by Platform Admin
4 days ago
System Settings
Platform-wide configuration, white-label, feature flags and health
White-Label & Domains
EnterpriseAllow tenant custom domains
tenant.example.com → app
Hide ‘Powered by’ for white-label plans
Tenant-branded emails & invoices
Tenant-branded certificates
Global Feature Flags
LMS module available on platform
Tenants can be granted LMS
Customer Portal (beta)
Rolling out to selected tenants
Public API access
AI Assistant (preview)
Online Booking widget
Platform Roles
Platform Owner — full control
Platform Admin — tenants, plans, modules
Platform Support — read-only + impersonate
System Health
All systems operationalAPI uptime (30d)99.98%
Avg response142 ms
Background jobsHealthy
Storage nodes3 / 3 online