Staff Portal

Patient Intake Forms

Create and manage patient intake forms

Intake Forms Directory (iPad)

Direct links to all forms - optimized for patient iPad use

Total Transformation

Manage 12-week Total Transformation programs

TT Daily Email Queue

Monitor upcoming Total Transformation emails and reminders

BioSync Dashboard

View BioSync health assessment submissions

Staff POS System

Take orders, process payments, and manage transactions

Customer Kiosk

Touch-optimized self-service ordering for customers

Order Management

Track all orders, manage status, and view analytics

Kitchen Display

Real-time order display for kitchen staff

Online Menu

View cafe menus for all locations

Item Manager

Create/edit items, categories, and each item's add-ons (open an item → Add-ons section; "Apply to category" shares them across an item group)

Modifier Groups

Create and manage modifier groups for item customization

Add-Ons Manager

Set one price per add-on (Caramel, Cold Foam, Extra Shot…), then check which items show each one. Drives the POS, kiosk & TV board.

Category Manager

Create, edit, and organize menu categories with kiosk visibility control

Kiosk Controls

Open/close kiosks and control ordering availability by location

Online Ordering

Customer web-based ordering system

TV Menu Board

Fullscreen digital menu for TV displays. Auto-scrolls with live pricing.

Booking System Dashboard

Central hub for all booking features with real-time statistics and quick actions

Online Booking Page

Main booking interface for clients - 6-step process with payment

Embeddable Widget

Booking widget that can be embedded on any website

Widget Generator

Create custom booking widgets with your branding

Appointment Manager

View, manage, and update all appointments across locations

Approval Queue

Review and approve appointments requiring authorization

Waitlist Manager

Manage appointment waitlist requests and send notifications

Service Management

Configure services, pricing, locations, and booking rules

Visual Calendar

Calendar view of all appointments by day, week, or month

Reports & Analytics

Revenue tracking, utilization reports, and performance metrics

Staff Schedules

Manage staff availability and service assignments

Book New Appointment

Staff booking interface with override options

Recurring Series

Set up recurring appointment series

Export Today

Quick export of today's appointments

Marketing Dashboard

Marketing command center for campaigns and innovation

Email Marketing

Send campaigns and manage patient email communications

Reward Specials & Referrals

Set this week's referral gift/special, manage the gift catalog, and email members their referral code (one person, selected, or everyone).

Client Outreach

Import client lists, track outreach attempts, and run email campaigns

Potential New Clients

Track and manage warm leads from events, convert them to patients

Social Command Center

Track social, paid ads & Google Analytics in one place — with AI ideas on what to post next. Preview

🃏 Boonora Lookup

Everything about a person — search anything, balances, ledger, comp, adjust, reissue, gift cards awaiting claim with "Who is this?" linking.

📒 Boonora Books

Everything about the money — owed, paid, settlements, redemptions and gift sales by period, plus the actions: pay a business, mark settled, payout onboarding.

💳 Boonora Terminal

The counter — add funds to a member's card or sell a gift card; payment goes to Boonora, nothing for your till to reconcile.

Every business

Business Lab — program administration

Boonora Website

The public Boonora landing page — the brand, how it works, and join.

My Boonora (Member Card)

A member's dashboard — balance, activity, card QR, refer & recharge. Reached by their personal Boonora code.

Become an Affiliate

The member-facing affiliate page — enroll, see cash earnings, set up payouts, share their link.

For Business (Join Boonora)

The pitch + inquiry page for a new business that wants to join the Boonora network.

📊 Boonora Accounting

The Business Lab bank view: float held, money by business, who-owes-whom settlements, and the full gift-card / recharge ledger. Network admins see all companies; a single business sees only its own.

Wallet Financial Reports

Boonora wallet totals, transactions, and the Inter-Company Reserve Settlement ledger (who owes whom when a customer spends Reserve at a different company).

Patient Wallet Management

Look up a customer, view/add Boonora credits, charge the card, and see transaction history.

🏢 All Network Clients

The Business Lab master client list — every client across all companies (Be Well, Pastry Palette & Boonora web signups) in one place. Search anyone, see per-company spend & wallet, link duplicates, export CSV.

All Businesses

Every business on the network in one list — affiliated (BizLab runs their software) and non-affiliated (Boonora terminal only). Clients, staff, earn rate, Boon value and network fee per business, and one click to open any of them.

Payroll Dashboard

Commission calculations, payroll periods, external payments, and tax summary

Wellness Product Catalog

Manage products and services for commission tracking

Billing Statement Import

Import billing statements from CSV batch files

Billing Inquiries

Record billing questions and concerns

Patient Billing

View & manage each client's billing (statements, Send Bill, Bills Sent, payments) in the Master Client Database

Sent Bills Log

Every bill sent across all clients — amount, channel, and paid vs unpaid — in one place

Admin Settings

Configure system settings and preferences

Manage Staff

Add, edit, and manage staff accounts

Administrative Notes

Important notes and documentation

Specials Page Editor

Edit promotions and special offers

QR Code Generator

Create QR codes for tracking and contact cards

Be Well Signature Circle POS

Process payments for affiliate and gift card system with 10% discount

Gift Card Balance Lookup

Quick balance check for any gift card - for customer service

Bulk Gift Card Creator

Create multiple gift cards at once for promotions and events

Gift Card Reports

Analytics, revenue tracking, and transaction history

Export Gift Card Data

Export gift cards and transactions for accounting

Boonora Dashboard

Bank president view of the entire Reserve ecosystem - balances, transactions, analytics

Boonora Balance Lookup

Search patients by name to check Boonora balances

Unified Operations Dashboard

All key systems in one view - Front Desk, Activity, Calendar, Billing & More

Activity Dashboard

Real-time view of all activities with advanced filtering

Facility Retail Ordering

Order peptides, supplements, and retail products for the center

Products & Shop Manager

Add, edit, and manage shop products with Stripe integration

Services & Staff Manager

Unified admin system for services, variations, staff assignments, and bidirectional relationships

Stripe Integration Manager

Connect products and services to Stripe for payment processing

Access EMR System

View and manage patient medical records, clinical notes, and health documentation

Patient Records

Search and view comprehensive patient medical histories

Clinical Notes

Create and manage SOAP notes, progress notes, and consultations

Medications

Track patient medications, dosages, and prescription history

Lab Results

View and manage patient laboratory test results

Vital Signs

Track and monitor patient vital signs over time

Café Operations Manual

Daily café procedures, recipes, and operational guidelines

Manager Training Guide

Training procedures and management tasks

HALO Implementation Guide

Complete step-by-step guide for implementing the HALO system at new locations, including daily operations procedures.

Daily Operations Checklist

Essential daily tasks including patient check-in, marketing updates, and end-of-day accounting procedures.

Accounting Export Training

Critical daily process for exporting patient data to accounting. Must be completed before closing each day.

Marketing System Guide

How to use the marketing calendar, implement daily specials, and manage email campaigns.

Front Desk Training

Managing patient flow, check-in/out procedures, and using the front desk dashboard effectively.

Kiosk Setup Guide

Instructions for setting up and maintaining the patient check-in kiosk system.

Staff User Manual

Complete guide for all staff members

Troubleshooting Guide

Common issues and solutions for kiosk problems, dashboard issues, and accounting export errors.

Compliance & Security

HIPAA compliance guidelines, data security best practices, and password policies.

Peptide Protocols

Comprehensive dosing and administration guide for all peptides

Supplement Protocols

Evidence-based dosing guidelines for vitamins, minerals, and herbs

Access Medical Labs

View lab test catalog and patient results

Patient Communications

Telehealth video calls, SMS, and email communications

Exercise Protocols

Therapeutic exercise prescriptions and rehabilitation protocols

IV Therapy Protocols

Standard protocols for IV vitamin therapy administration

Chiropractic Guidelines

Treatment protocols and adjustment techniques

Massage Therapy Standards

Treatment protocols and client care guidelines

Treatment Documentation

Proper documentation standards for all services