Implementation previewSame-origin CRM settings loader · session issuance remains external · other data is sample presentation
GrowLocals
PActive locationPrime IV — Brentwood
LH

LOCATION PERFORMANCE

Location overview

One clear view of acquisition, customer activity, reporting, and data readiness.

Reporting periodJul 1 – Jul 30, 2026
Appointment requestsSample
184+12%
Show rateSample
78.4%+3.2%
Repeat visitsSample
41.8%+1.7%
Average customer valueSample
DraftPolicy required

OVERVIEW

Primary Focus

Lift show rate with confirmation reminders

Sample published recommendation: confirmation reminders show the strongest ranked signal for lifting show rate this period.

Ranked deterministically by the server from severity, business impact, confidence, recency, and actionability — never invented by AI.

Playbook-backed next step — convert it into an Action Center task and record the outcome. Synthetic sample data; no live provider connection.

Estimated Time Saved

550 net minutes · Jul 1 – Jul 30, 2026 · sample estimate

640 baseline minutes − 90 human review minutes = 550 net minutes

  • report-preparation · 240 minutes (sample)
  • kpi-summaries · 180 minutes (sample)
  • anomaly-coverage-checks · 120 minutes (sample)
  • reconciliation-exceptions · 60 minutes (sample)
  • segment-preparation · 40 minutes (sample)
  • thread-summarization · 0 minutes (sample)
  • Counts only qualifying completed automation outcomes with a documented manual equivalent: report preparation, recurring KPI summaries, anomaly and coverage checks, reconciliation exception detection, approved segment preparation, and task or thread summarization. Background polls, retries, chat messages, and unaccepted suggestions are never counted.
  • Applies versioned conservative baseline minutes per outcome; this card uses baseline version 3.
  • Calculation: net minutes = sum of approved baseline minutes for qualifying completed outcomes minus required human review minutes.
  • These figures are estimates and are not guaranteed labor savings.

Synthetic sample estimate — not a guarantee of realized labor savings or payroll reduction. No live provider connection.

PERFORMANCE

Performance

Sample data

Appointment momentum

Sample trend
200150100500
Jul 1Jul 8Jul 15Jul 22Jul 30
A. RiveraIV Therapy — Monthly · last visit Jul 29 · sample rowSAMPLE
J. OkaforSingle session · last visit Jul 27 · sample rowSAMPLE
M. ChenNAD+ — Quarterly · last visit Jul 21 · sample rowSAMPLE

New appointment requests

Stale snapshot
Sample 96 requestsLast successful sync Jul 28, 2026STALE
Sample CAC $41Blended sample acquisition cost per requestSAMPLE

Stale snapshot — showing the last good sample while a refresh is queued.

Revenue collected

Partial coverage
Revenue collectedSample $38,240 this periodSAMPLE
Average customer valueDraft until the owner policy is approved — partial coverageDRAFT

Membership plans

Sample data
IV Therapy — MonthlySample 42 active membersSAMPLE
NAD+ — QuarterlySample 18 active membersSAMPLE

DATA READINESS

Connection health

Partial coverage
88%foundation ready
  • ✓Ingestion workerDurable receipt and replay coded
  • ✓Metric authorityVersioned lifecycle coded
  • !Live location sourceSandbox connection required

REPORTING

Reports API

API available
Monthly location reportImmutable snapshot contract · sample row
Average customer valueDraft until the owner policy is approvedDRAFT

RESOURCES

Resources

Sample data

White-labeled GrowLocals.ai resource center — guides and playbooks branded for the active location. Sample links only; no external content is loaded.

Getting started guideWhite-labeled sample resourceSAMPLE
Membership growth playbookWhite-labeled sample resourceSAMPLE

ACTION CENTER

Action Center

Temporarily unavailable

Client schedules

Synthetic sample schedules — run, pause, resume, and edit actions are preview-only and dispatch no live job.

Weekly show-rate reviewEvery Monday at 9:00 AM America/ChicagoSample scheduleActive
Monthly report draftFirst day of each month at 8:00 AM America/ChicagoSample schedulePaused

NOTIFICATIONS

Notifications

Sample data
Monthly report readySynthetic sample notificationUNREAD
Sync completedSynthetic sample notification

SETTINGS

Settings

Sample data
Provider connectionOwner-only boundary · sample configuration rowOWNER

Team & Access

Synthetic sample — role templates are starting points only; effective access is always the server-derived permission set.

OwnerFull approved access for assigned locations, including team permission management.SAMPLE
ManagerOperational access for assigned locations. Financial access is owner-controlled and off unless explicitly granted.SAMPLE
Team memberAssigned work and relevant conversations and bookings. No financials, broad exports, or account configuration by default.SAMPLE

Choose assistants

Synthetic sample selection — preview-only with no live provider connection; changes are never saved or dispatched.

Text MessagesFront desk assistant · sample selectionSAMPLE
Voice CallsAfter-hours assistant · sample selectionSAMPLE

Growth AI Messaging & Voice

ConnectedGrowLocals.ai is connected for Growth AI Messaging & Voice at this location. Synthetic sample state.Key fingerprint •••• 9F2K · masked sampleFront desk line · sample labelSAMPLE

CRM custom fields

Custom fields load read-only from your CRM for the active location. They are shown for reference only and cannot be edited here.

SyncingLoading fields for the active locationREAD-ONLY

UPGRADE

Upgrade to Elevated

Sample data

Elevated unlocks the Growth AI drawer powered by a tenant-specific Hermes runtime (Task 11). This preview connects to no live AI provider.

CAPABILITIES

What is wired today

11Integrated route contracts
1Planned AI runtime
12Portal surfaces with honest data states