Owner View Guide

The Etienne Intelligence Platform provides business owners with comprehensive visibility into revenue performance, operational efficiency, and AI-powered insights across all locations.

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Accessing the Owner Dashboard

When you log in as an owner, you’ll see the Revenue Intelligence dashboard — your command center for monitoring business performance across all 5 locations.

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Key Metrics Overview

The dashboard displays four critical metrics for the last 30 days:

• Total Revenue - Combined revenue across all selected locations (sourced from Zenoti)
• Revenue at Risk - Revenue recovered by AI through no-show prevention and after-hours booking
• No-Show Rate - Percentage of missed appointments with trend comparison
• Avg Response Time - Average time to respond to customer inquiries

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Location Filtering

Use the location selector in the top navigation to filter your view:

• All Centers - See aggregated data across all 5 locations (SoHo, Williamsburg, Hoboken, White Plains, Stamford)
• Individual Location - Focus on a specific center’s performance

All metrics, charts, and insights update dynamically based on your selection.

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Understanding the Revenue Trend Chart

The 30-day revenue trend chart shows daily revenue patterns:

• Hover over any point to see exact revenue for that date
• Look for patterns - Identify which days of the week perform best
• Compare recent trends - Is revenue growing or declining?

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AI Opportunities Panel

The AI system continuously analyzes your data and surfaces actionable opportunities:

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Alert Types

• Critical (red) - Urgent issues requiring immediate attention
  • Example: “White Plains no-show rate spiked to 28%”
• Warning (yellow) - Important items to address soon
  • Example: “Williamsburg has 8 unbooked slots tomorrow”
• Opportunity (blue) - Revenue growth opportunities
  • Example: “Body Contouring demand surging at Hoboken”

Each alert shows:

• Clear description of the issue or opportunity
• Estimated revenue impact in dollars
• Suggested action button

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AI Agents Status

Monitor the health of your 9 AI agents across three modules:

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Command Center Agents

• Conversation Analyst - Analyzes customer conversations for patterns
• Response Monitor - Tracks response times and engagement
• Escalation Tracker - Manages issues requiring human intervention

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Scheduling Agents

• Schedule Analyst - Optimizes booking patterns
• No-Show Predictor - Identifies at-risk appointments
• Demand Forecaster - Predicts future booking demand

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Intelligence Agents

• Revenue Analyst - Identifies revenue opportunities
• Opportunity Scout - Finds upsell and cross-sell opportunities
• Report Generator - Creates automated performance reports

Agent statuses include:

• Online (green) - Operating normally
• Idle (yellow) - No recent tasks
• Error (red) - Requires attention

Each agent shows tasks handled and last activity time.

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Live Activity Feed

The activity feed displays real-time events across your business:

• AI-handled bookings and resolutions
• Staff escalations
• High-value appointments
• After-hours captures
• Client feedback

Recent activities show channel (voice, SMS, web, social), client name, and timestamp.

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Location Performance Comparison

When viewing “All Centers”, the Location Performance section shows:

• Revenue for each location (last 30 days)
• Utilization rate percentage
• City and state
• Rooms and providers count

Use this to:

• Identify top-performing locations
• Spot underperforming centers needing support
• Compare utilization efficiency across locations

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Understanding Key Performance Metrics

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No-Show Rate

Your AI system actively works to reduce no-shows through:

• Automated confirmation reminders (SMS/voice)
• Risk prediction based on client history
• Timely follow-ups for at-risk appointments

Industry average: 15-20%. Target with AI: less than 12%.

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Response Time

Average time from initial client inquiry to first response:

• Before AI: 3.5-5 hours (industry standard)
• With AI: 10-28 seconds

Faster responses = higher conversion rates.

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Revenue Recovered

Measures revenue saved through:

• No-show prevention
• After-hours booking capture
• Abandoned call recovery
• Waitlist optimization

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Monthly Performance Tracking

The platform tracks performance across three phases: Phase 1: Pre-EIP (Days 89-60)

• Baseline metrics before AI implementation
• Higher no-shows, slower response times

Phase 2: Ramp-up (Days 59-30)

• AI learning and optimization period
• Improving metrics

Phase 3: Full Operation (Days 29-0)

• Peak performance
• Maximum revenue recovery

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Best Practices for Owners

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Daily Review

1. Check the AI Opportunities panel each morning
2. Review alerts by revenue impact
3. Monitor agent health status
4. Scan live activity for urgent escalations

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Weekly Analysis

1. Compare location performance
2. Review no-show trends
3. Analyze revenue patterns (which days/services perform best)
4. Act on high-impact opportunities

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Monthly Strategy

1. Track month-over-month revenue growth
2. Evaluate utilization by location
3. Review AI performance metrics
4. Identify expansion or optimization opportunities

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Using Insights to Drive Actions

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When You See High No-Shows

• Enable automated confirmation calls
• Review at-risk client patterns
• Adjust booking policies (deposits, cancellation windows)

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When You See Low Utilization

• Check for unfilled time slots
• Review provider schedules
• Consider targeted promotions for slow periods
• Enable AI rebooking campaigns

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When You See High Demand

• Add overflow provider capacity
• Open additional time slots
• Create package deals to lock in revenue
• Leverage waitlists effectively

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Next Steps

• Learn about Analytics and Metrics for deeper insights
• Explore the AI Analyst for natural language queries
• Review Staff View Guide to understand your team’s experience