Owner & Team Login

Overview Today at a glance
Demo, representative data View live site
AR A. RiveraOwner
You are viewing as a member. You see exactly what they see, nothing changes on their account. Auto-exits in 30:00
Monday, June 29

Good morning, A. Rivera.

Here's your business at a glance. Everything updates in real time once you're live.

Today's Bookings
14
▲ 3 vs. avg weekday
Today's Revenue
$7,180
▲ 12% vs. last Monday
New Members (7d)
5
▲ 2 vs. prior week
Recurring (MRR)
$7,612
▲ 6.4% month over month

Revenue, last 30 days

Hover a bar for the day · weekends lighter
30 days agoThis weekToday

Needs your attention

Your monthly billing screen is on its waySetup paid, first month covered. Your recurring $599/mo billing setup will appear right here by Tuesday or Wednesday next week, nothing to do yet.
3 leads have gone coldIn "Consult" 5+ days with no rebook. Recovering them is ~$1,400.
2 GLP-1 refills due this weekMarcus D. & Sofia M., proactive outreach keeps the recurring revenue.
Membership credit liability healthyBreakage is at 18%, banked credit is being used, not hoarded.
Avg. Ticket
$262
across all services, 30d
Active Members
38
12% of active clients
Rebook Rate
61%
▼ 4% room to improve
The Kal Circle

Membership & the banking model

Your recurring-revenue engine, and the banked-credit metrics most spas never track.

Active Members
38
▲ 5 this month
Membership MRR
$7,612
$91.3K annual run-rate
Churn (90d)
3.8%
Healthy below 5% target
Avg. Member Value
$209/mo
3.5× a one-time walk-in
Outstanding Credit Liability
$14,280
Total banked, unspent member credit on the books. This is pre-collected revenue, money you already hold that converts to high-margin treatments.
Breakage Rate
18%
Share of banked credit that expires unused (12-mo soft expiry). Healthy and honest, high enough to lift margin, low enough that members feel they get full value.

Tier mix

38 members
Glow · $9914 · 37%
Radiance · $17918 · 47%
Icon · $3496 · 16%

Radiance is your anchor, most members, best value perception ($190 credit for $179). Upsell path: Glow → Radiance → Icon.

Members

Every row can be impersonated, "View as / Impersonate"
MemberTierMRRBanked CreditJoinedView as
Services Sales Pipeline

Every lead, every stage

Inquiry → Consult → Booked → Treated → Rebooked. Drag-and-drop in the live version.

Stage conversion

Last 30 days · where leads advance & drop
112Inquiry
68Consult · 61%
44Booked · 65%
41Treated · 93%
25Rebooked · 61%

Leak: the Treated → Rebooked drop (61%) is your biggest recoverable revenue. Your closed-loop follow-up call is the fix.

Inquiry5
Gabriela M.
IV Therapy
$219Instagram · 1h
Jordan P.
Weight Loss
$299Site form · 3h
Aisha K.
Cryotherapy
$59Vita chat · 5h
Consult4
Diego R.5d cold
HRT Program
On consultReferral
Bianca L.
Peptides
$900Google · 1d
Sam W.6d cold
Weight Loss
$399Walk-in
Booked3
Renata G.
Cellular Reset IV
$195Tue 2:00
Khalil B.
Cryo Ten-Pack
$399Wed 11:30
Treated4
Tomas I.
NAD+ Infusion
$330Needs rebook
Priya N.
Signature IV
$219Follow-up due
Rebooked6
Camila R.Member
Monthly IV
$219Recurring
Marcus D.Member
Semaglutide
$299Monthly

Top services by revenue

90 days
Medical Weight Loss$28,400
IV Therapy$21,650
Peptides & Regenerative$16,200
HRT$11,900
Cryotherapy$7,340
Ozone Therapy$4,180

Upsell take-rate

"Pairs well with…" attachment
NAD+ add-on (IV)34%
Cryo recovery (IV)22%
HRT consult (Weight Loss)19%
Membership at checkout12%

Membership attach at checkout is the lowest-hanging fruit. A scripted offer could double it, STORM estimates +$3,100/mo in MRR.

Merch Store · Print-on-Demand

Branded retail, zero inventory

Products print & drop-ship to the customer. You set the price; a flat $3/item is added automatically.

Units Sold (30d)
73
▲ 18 vs. prior
Merch Revenue
$2,941
add-on to treatment sales
JDB Upcharge ($3/item)
$219
recurring revenue stream
Best Seller
Robe
21 sold this month
Best seller

Kalm Signature Robe

$78+$3 JDB
21 sold$1,638

Insulated Water Bottle

$34+$3 JDB
16 sold$544

Soy Candle, "Calm"

$42+$3 JDB
12 sold$504

Recovery Skincare Kit

$95+$3 JDB
9 sold$855

Canvas Tote

$28+$3 JDB
10 sold$280

Embroidered Hat

$32+$3 JDB
5 sold$160

Product images are color placeholders for the demo. Real branded mockups are generated at go-live. The $3/item is JDB's flat upcharge; everything above your cost-and-upcharge floor is your margin.

Business Intelligence

Your business, understood.

Your intelligence hub, all in one place: ask anything and get an analyst-grade answer, read the reports STORM generates on your business and your competitors, and open your weekly brief. Powered by the same live research engine running on the Cali Fields backend.

Pinned · Your inaugural report

Report No. 001, Market Intelligence & Growth Plan

What you're doing right, what's costing you, and what fixing it is worth.

This is your first report, generated from the market research we ran on your business and your competitors, every Monday you get a fresh one, automatically.

Open Report No. 001
STORM engine · live market analysis

Your on-demand business analyst.

Ask about pricing, your best service, your competitors, margins, or where to grow. STORM pulls your first-party numbers and a live competitive scan, then gives you a specific, ranked recommendation, not a generic answer.

Report library

Every report STORM generates, saved & searchable
Report No. 001 · Market Intelligence & Growth PlanPublished · your inaugural report Open →
Report No. 002 · Competitor Pricing & PositioningScheduled · next Monday, 7am Scheduled
Report No. 003 · Membership Retention & WinbackScheduled · in 2 weeks Scheduled

A fresh report lands every Monday and is saved here for good, your growing library of market intelligence, always searchable.

Weekly Brief

Your Monday brief, in your inbox

You don't have to log in to stay on top of the business. This brief is generated and emailed to you automatically every Monday, part of your Business Intelligence suite.

Auto-emailed every Monday, 7:00am, even if you never open this dashboard.
Traffic & Analytics

Who's finding you, and how

First-party analytics, built in. GA4 layers on at go-live for deeper attribution.

Visits (30d)
9,840
▲ 22% vs. prior 30d
Unique Visitors
6,210
63% new to the site
Lead Conv. Rate
4.1%
▲ 0.6% vs. prior
Avg. Time on Site
2:38
membership page leads

Visits, 14-day trend

Daily unique sessions

Traffic sources

30 days
Organic Search (Google)41%
Instagram28%
Direct16%
Google Maps / GBP9%
Referral6%

Top pages

By views
PageViewsAvg. timeLeads
/ (Home)3,9101:5288
/membership2,1403:1171
/services/weight-loss1,4602:4754
/services/iv-therapy1,1802:0939
/contact7601:3862
Admin & Features

Turn features on, off, or hidden

Your site is modular. Flip a switch and a feature shows or hides instantly, no developer needed.

Feature flags

Changes preview live on the right
The Kal Circle membershipMembership page, teasers & join flow
Live
Merch storeBranded print-on-demand shop
Live
Financing (Cherry)"Pay over time" strip & CTA
Live
Instagram feed@kalmedspa grid on the homepage
Live
Vita chatbotConcierge widget on every page
Live
Reviews sectionTestimonials & star ratings
Live
Service: IV TherapyFrom $195
Live
Service: Ozone TherapyFrom $169
Live
Service: Medical Weight LossFrom $299
Live
Service: Hormone Therapy3-month program
Live
Service: CryotherapyFrom $59
Hidden
Service: Peptides & RegenerativeFrom $900
Live

Live site preview

What visitors see now
MembershipShowing on site
Merch storeShowing on site
Financing (Cherry)Showing on site
Instagram feedShowing on site
Vita chatbotShowing on site
ReviewsShowing on site
IV TherapyShowing on site
Ozone TherapyShowing on site
Medical Weight LossShowing on site
Hormone TherapyShowing on site
CryotherapyHidden from site
Peptides & RegenerativeShowing on site

In the demo, toggles update this preview. Live, they publish to the real site in seconds. Try switching Cryotherapy on.

Team & Access · Owner controls

The people who run Kalm with you

Assign access, reset passwords, review each teammate's onboarding, and step into anyone's view to see exactly what they see.

Team Members
3
key personnel
Active Today
3
all online
Onboarding
3 / 3
questionnaires complete
Pending Invites
0
invite a teammate anytime

Your team

Reset a password, edit access, view onboarding, or step into their view

Access levels

What each role can do, you control it
Owner

Full control. Billing, all data, team & access, feature toggles, everything in this dashboard. That's you.

Clinical (full)

Members, pipeline, treatment notes, and analytics. No billing or team management.

Front desk

Bookings, member lookup, and the pipeline. Read-only on analytics; no billing.

Aesthetics + inventory

Clinical views plus merch/inventory. No billing or team management.

Roles are examples for the demo. At go-live you define exactly what each person can see and do, and change it any time with a click.

Help & Guided Tour

Your dashboard, explained

A 90-second walkthrough of everything in here. Nothing to memorize, it's built to be obvious.

The walkthrough

1
Overview

Your morning glance, today's bookings, revenue, new members, MRR, and a 30-day revenue chart. The "Needs your attention" cards surface money you might be leaving on the table.

2
Membership

Your recurring-revenue engine. See active members, MRR, churn, and the banking metrics, outstanding credit liability and breakage, that prove The Kal Circle is more than a discount club.

3
Pipeline

Every lead from first inquiry to rebooked, on a board you can drag. The conversion strip shows exactly where leads drop so you can plug the leak.

4
Merch Store

Branded products that print & ship on demand, zero inventory. You set the price; we add a flat $3/item.

5
Business Intelligence

Your intelligence hub, all in one place. Ask any business question and get an analyst answer backed by your numbers and a live competitor scan, read the reports STORM generates (Report No. 001 is pinned), and open your automatic Monday weekly brief.

6
Traffic

Who's finding you and how, visits, sources, and your best-performing pages.

7
Admin & Features

Flip any feature on, off, or hidden with a switch. The site updates instantly, no developer call.

8
Team & Access

Your team's control center, add teammates, set what each person can see, reset passwords, review onboarding, and step into anyone's view with time-boxed impersonation.

"View as / Impersonate"

On the Membership tab, every member row has a View as button. Click it and the dashboard shows you exactly what that member sees in their own account, their banked credit, their history, their perks.

It's how you support a member without making them screen-share, and how you sanity-check the experience you're selling. A gold banner reminds you you're impersonating; one click exits.

Quick links

Open the live website →