The board
Every committed patient becomes a deal. The board's columns follow the journey: Deposit/Ticket Received → Visit 1 Done → (Visit 2 Ticket → Visit 2 Done) → Closed Won, with Closed Lost and Postponed as terminal lanes. One-visit and two-visit deals show the stages that apply to them.
Drag to advance — and capture the money
Drag a card to the next stage as things happen. Money-bearing stages open a capture window:
- Deposit/Ticket Received — deposit amount + currency, plus the flight ticket upload.
- Visit 1 / Visit 2 Done — the actual amount paid at that visit.
- Visit 2 Ticket — the return-trip ticket.
Analytics "real revenue" is built only from captured amounts — keep them honest and capture at the moment of payment.
Inside a deal
Open any card to see planned vs actual values per visit, the deposit, currency, uploaded tickets, and the linked lead and case. Walk-in patients who skipped the lead pipeline can be added directly with Add Deal.
Lost and postponed
Mark deals Closed Lost when the patient goes elsewhere, Postponed for timing problems — postponed cards are easy to revive by dragging them back. Both stay in analytics breakdowns so you can see where deals die.