Revenue categories


#1

I would like to create approximately 4-10 subcategories of overall revenue types in my business and then track them over time.
The only revenue subcategory reports I can create so far is “service” vs “other” or by individual practitioner. These are good, but I need above as well.
Is there a simple way to do this in reports? Or is there some other add-on app which works with cliniko to help me access this data, without doing it a very slow way?


#2

There are not any ways to categorise revenue types, sorry! I can definitely see where that could be useful though - particularly for multi-modality clinics.

For now you’ll need to use some clever names of your billable items to make it easier to differentiate what’s what.

But nice suggestion!