Sample environment — fictional clinics, no real client data.
Switch view
HALDEN
onboarding admin
Clients
Messages
Review queue
Revisions
Activity queue
Assistant
Announcements
Operator
All clients
Aurelia Skin Studio
Mara Devlin
·
mara@aurelia-demo.invalid
UK
Client view
Phase 01
Access & assets
2
Phase 02
Strategy
Day 45 in phase
3
Phase 03
Creative
4
Phase 04
Build & launch
Onboarding
Messages
Reporting
Revisions
Files
Setup
Client reports
Reporting setup: 0 of 7 complete
1
Ad account
Connect the Meta ad account so spend and results attribute to this client.
TO DO
Load ad accounts
Market
Link ad account
2
Reporting connection
The private integration token that lets us read this client's data from their system location.
TO DO
3
Pipeline stage mapping
Map each pipeline stage to a funnel step so bookings and treatments count correctly.
TO DO
4
Treatment mix field
Pick the contact field that records each enquiry's treatment, so the Results breakdown works. Optional.
TO DO
5
Treatment value
The agreed average treatment value. Powers estimated revenue and return on the client's Home and Results screens.
TO DO
6
KPI targets
Set the monthly goal for each metric so the client sees progress against target.
TO DO
Go live
7
First sync
Pulls this client's ads and pipeline data for the first time so their portal starts showing real numbers.
TO DO
Portal modules
Choose which sections this client sees in their portal.
Home
Results
Activity
Reports
Conversations