Staff performance tracking for every team member
BOC's staff performance view is the Worked Appointments tab of each staff file, where income, days worked, time in room, unique customers, and a card for each day sit together for any date range, on the web and in the BOC app for iPhone and Android. The Products tab adds what each person sold, and the dashboard compares the whole team in a By Staff / Doctor table. Every team member can open their own figures, and managers open the people their role allows.
What it does
Open a staff member from Team or from File, and BOC shows their staff file: name, branch, email, date of birth, joined date, a count of worked appointments, and a WhatsApp button. The file has the tabs Overview, Worked Appointments, Products, and HR when HR is on. Overview holds the profile, the role, and the working branches where this person can be booked.
Worked Appointments opens on the current month and puts four figures at the top: Income, Days, Total in Room, and Customers. Tap Income to split it into Cash, Visa, Wallet, and Insurance, in the main currency and the second currency. Customers counts each client once, so one client with ten visits is one customer and ten appointments. Below the figures, one card per day shows the time spent in the room, the number of appointments, and the revenue posted that day.
Open a day card and Day Details lists every client seen that day with the service, the resource, the amount paid, the waiting time, and the time in room, with View to open the visit. Filters narrow the period with From and To, and by Service, Resource, Branch, and VIP or Regular visits. Income adds the payments posted on that person's visits, and payments in a second currency are converted into the main currency, so Income is one figure you can compare from month to month.
Products sold and the dashboard by staff
When Products & Inventory is on, the Products tab shows the units the person sold and the income they brought in, then each sale with product and quantity, customer, date and time, and amount. Every team member can open their own Products tab, so the team follows its own sales.
The dashboard's Appointment Breakdown has a By Staff / Doctor table with Visits, Male patients, Female patients, and a total in each currency, next to By Service and By Resource tables. Done visits count what was paid, and Available and Paused visits count the amount due. Pick Today, Week, Month, Year, or Custom, with Last week, Last month, Last 3 months, Last 6 months, and Last year as quick ranges.
Choose a person in the Staff / Doctor filter and the whole dashboard follows that person, with a Staff Details table that lists each visit: date, customer, gender, service, resource, status, and amounts. VIP Performance ranks the top staff by VIP appointments, and the Best Staff card in Products & Inventory names the person who sold the most.
Time in room, the app, and who sees the figures
Time in room comes from the room workflow. When a visit moves to In Room and then Done from the Dr. Room or the cashier, BOC adds those minutes to Total in Room and to that day's card. You see how long each person spent with clients next to how much they billed.
The BOC app for iPhone and Android opens the same staff file with Overview, Worked Appointments, Products, and My HR. Worked Appointments in the app has the same four figures, the Income split, the day cards with each client, and the same filters. Each team member taps My Work in their profile to open their own Worked Appointments.
Access follows the role. Every team member opens their own Worked Appointments and Products. To open another person's work, a role needs View Staff and View Staff Files, or Full Access. When someone with the Staff role opens the dashboard, it shows their own figures.
How it works in BOC
- Open the staff file. In Team, click the person's name, or open them from File. In the app, tap My Work in your profile to see your own.
- Read Worked Appointments. Check Income, Days, Total in Room, and Customers for the current month, and tap Income to split it by payment method.
- Set the filters. Change From and To, or pick a service, resource, branch, or VIP to compare like with like.
- Open a day. Tap a day card to see each client with the service, the amount paid, the waiting time, and the time in room.
- Check products sold. Open the Products tab to see units sold, income, and each sale with the customer, the date, and the amount.
- Compare the team. On the dashboard, read By Staff / Doctor, or choose one person in the Staff / Doctor filter to see their Staff Details.
Who it is for
Clinics Clinics compare doctors by visits, customers, and income for the month, with each doctor's time in room.
Dental clinics Dental clinics see how many patients each dentist treated and the time each one spent in the room.
Dermatology and laser Laser clinics filter by resource to see each operator's sessions on each laser device.
Beauty salons Beauty salons see each stylist's revenue per day and the retail products they sold.
Spas Spas compare therapists by customers served and time in room.
Barbershops Barbershops see each barber's appointments and income day by day, and each barber checks their own in the app.
Physiotherapy Physiotherapy practices follow each therapist's sessions and the minutes spent with patients.
What your team gains
- Income, Days, Total in Room, and Customers on every staff file.
- Income split into Cash, Visa, Wallet, and Insurance in each currency.
- One card per day, with each client's service, payment, and time in room.
- Filters by date, service, resource, branch, and VIP or Regular.
- Products sold per person, with customer, date, and amount.
- A By Staff / Doctor table and a Staff Details list on the dashboard.
- The same staff file in the BOC app, with My Work for each team member.
Questions
Can BOC track staff performance?
Yes. Each staff file has a Worked Appointments tab with Income, Days, Total in Room, and Customers, plus one card per day. The dashboard adds a By Staff / Doctor table to compare the whole team.
How is a staff member's income calculated?
Income adds up the payments posted on the visits booked with that person in the period you choose. Tap it to see Cash, Visa, Wallet, and Insurance. Payments in a second currency are converted into the main currency, so you get one figure.
Can I see which products each employee sold?
Yes, when Products & Inventory is on. The Products tab on the staff file lists each sale with product, quantity, customer, date, and amount, and shows units sold and income at the top.
Can I compare staff by branch?
Yes. The Branch filter on Worked Appointments shows one branch or all branches for that person. The dashboard shows the branch you have open, with its own By Staff / Doctor table.
Does BOC show the time each person spends with clients?
Yes. Total in Room adds up the minutes between In Room and Done from the room workflow, for the period and for each day. Day Details shows the waiting time and the time in room for each client.
Can staff see their own performance on their phone?
Yes. In the BOC app for iPhone and Android, each team member taps My Work in their profile to open their own Worked Appointments, with the same figures, day cards, and filters as the web.
Who can see staff performance?
Every team member sees their own Worked Appointments and Products. Opening another person's work needs View Staff and View Staff Files on the role, or Full Access.