BusinessCopilot Docs

BusinessCopilot Docs

BusinessCopilot Documentation Getting Started Try the Demo Your workspace, explained Branches / locations Roles & what your team can see Deleting records and the reason log Who can see profit and margin Plans & feature limits Glossary Inactivity Security Lock Your home page as a Sales Rep or Cashier Sales reports for the people who sell Understanding the POS/checkout screen Browsing products by category and brand at the till Recording a cash sale Adding a customer while you sell Selling in different units Selling products with options Recording a credit sale Applying a discount to a sale Typing the amount for a row Selling price groups Layaway and deposit sales Processing a return Draft sales and quotations Managing your till/cash drawer Working offline (Desktop only)Viewing your sales history and receipts Sales Order Workflow — overview Creating a sales order The Picking Queue Control Tower Discrepancy Holds Sales Workflow settings and role assignment Understanding your product catalog Adding a new product Units mode Selling and buying in two units Compound products Importing products from a CSV file Printing product labels Understanding stock levels across branches Recording a purchase from a supplier Purchase order approvals Receiving goods and updating stock Adjusting stock by hand Setting your opening stock Stock transfers between branches Doing a physical stock count Low stock and reorder alerts Batch/lot expiry alerts Purchase returns Understanding product pricing and cost Understanding your accounts Recording a bank deposit Recording a bank transfer between your own accounts Reconciling your bank statement Understanding your 13-week cash forecast Managing cheques Petty cash What happens automatically when you make a sale or pay an expense Understanding your Profit & Loss at a glance Understanding your Balance Sheet at a glance Recording a business expense Tracking money owed to you and money you owe Setting up your VAT rate Closing your financial year Understanding the Chart of Accounts How a sale or expense actually posts Understanding Undeposited Funds Recording a manual journal entry Understanding the General Ledger Trial Balance Understanding your Profit & Loss (Guide depth)Understanding your Balance Sheet (Guide depth)Cash Flow Statement Statement of Changes in Equity Understanding VAT and WHT posting Understanding dimensions Multi-currency and FX Reconciliation & Accounting Integrity Exceptions Treasury Reconciliation Other accounting reports Closing your fiscal year, in full Reopening a closed period Setting up your organization Adding a staff member Staff clocking in and out Managing leave requests Running payroll Setting up commission for sales staff Staff performance reviews The staff operational manual Succession planning Managing your leads and sales pipeline Importing your contacts from a CSV file Understanding customer segments Setting up customer groups Managing customer advance payments Setting up loyalty tiers Customer loyalty notifications Running a marketing campaign Logging customer communication Understanding your customer's favorite items and purchase history Connecting your social media accounts Viewing messages and scheduling posts Understanding channel performance and ROI Setting up discount rules Finding the report you need Understanding your Sales dashboard Understanding the Sales BI Dashboard Understanding your Inventory dashboard Building a custom report Scheduling a report to email you Understanding the CEO/executive dashboard Drilling into a number Moving between reports Exporting reports Exporting a list What the Clinical Suite is What's included, release by release Getting access to the Clinical Suite Setting up before you start

Patients

Adding a patient Finding and filtering patients The patient record Logging vitals Editing and deleting a patient Importing and exporting patients Patient Timeline

Appointments

Setting provider schedules and time off Booking an appointment Using the calendar Managing an appointment Recurring appointments The waitlist Your own appointment and follow-up types

Reminders and follow-ups

Patient reminders Sending reminders by hand The confirmation link Follow-ups

Smart scheduling

Live updates Insights No-show risk Suggested times and overbooking hints

Clinical Notes

Writing a clinical note Finding and searching notes Files on a note Confidential notes Editing and deleting notes Notes Insights Your own note types

Clinical Encounters

Starting a clinical encounter The triage safety check Escalation and overrides Possible conditions, your decision and signing AI clinical reasoning Diagnoses

Clinical AI

Clinical AI — Enabling It and Managing Tokens Patient History Summary and Follow-up AI Features

Clinical Interventions

Clinical Interventions Drug Therapy Problems (DTPs)

Medication Management

Medication Management

Drug Information

Drug Information Center

Drug Interactions

Drug Interaction Checker

ADR Reporting

Adverse Drug Reaction (ADR) Reporting

Medication Therapy Review

Medication Therapy Review (MTR)

Lab Interpretations

AI-Assisted Lab Interpretations

Chronic Disease

Chronic Disease Management

CareSync

CareSync: AI-Assisted Diagnostic Case Management

Clinical Calculators

Clinical Calculators

Reference

The Clinical Suite on each platform Clinical Suite troubleshooting and FAQ Understanding your plan and what's included Upgrading or downgrading your plan Adding or removing add-ons Paying for your subscription Understanding your usage What happens if you exceed your seat or branch count Understanding your subscription invoices and payment history Managing your workspace settings Business Settings Payment Methods Invoice Settings Barcode Settings Prefixes Receipt Printers Sales & POS FAQ Cash & Banks FAQ CRM & Loyalty FAQ Business Growth FAQ Reports & Business Intelligence FAQ General — Account & Billing FAQ

Managing your leads and sales pipeline

Track a potential customer from first contact through to a won sale.

A lead moves through five stages: New → Contacted → Quoted → Won or Lost.

Adding a lead

Go to CRM → Leads and select + Add Lead.
Fill in their details and save.

The Leads list with the Add Lead action

Working a lead

Open a lead to update its stage as it progresses, and log calls or notes as you go — see Logging customer communication.

A lead's detail page with its stage and communication log

Turning a won lead into a sale

Once a lead is marked Won, select Create Sale on its page to go straight to checkout with that customer already selected.

Related

Understanding customer segments
Recording a cash sale

Succession planning

Keep track of who'd step into a key role if the person in it left.

Importing your contacts from a CSV file

Add many customers or suppliers at once instead of one by one.

On this page

Adding a lead Working a lead Turning a won lead into a sale Related