Carepatron · growth analytics · updated 13 July 2026

New setup dashboard: first-week results

More new users set up on day one: completions rose about a third on every comparable step. The trade: recommended-card clicks fell 41%. Conversion is not readable yet.

Released Monday 6 July, 7pm NZT · full deploy, no flag, no holdout · weekday signup cohorts, 24-hour windows · before n = 1,212 (16 June to 3 July), after n = 296 (7 to 10 July)

Completed 2+ setup steps
38.5%
▲ +9.6 pts vs 28.9% · z 3.6
Completed 3+ setup steps
20.3%
▲ +5.9 pts vs 14.4% · z 2.9
Clicked a recommended card
13.9%
▼ −9.6 pts vs 23.5% · z 3.9
Clicked connect Stripe
10.1%
▲ +5.4 pts vs 4.7% · z 4.4

More users complete setup on day one

Zero-step users fell from 51% to 43%. The gain lands at 2 and 3 steps.

Before After
Steps completed in the first 24 hours, of the 4 steps measured the same way in both designs: locations, services, import, payments.
View the data
Steps completedBeforeAfter
0 steps51.2%42.6%
1 step19.9%18.9%
2 steps14.5%18.2%
3 steps12.0%17.9%
4 steps2.4%2.4%

Every comparable step improved

Locations up 9.9 points, services 7.2, import 6.4, payments 0.7.

Before After
Completed within 24 hours of signup. Team is excluded here: its checklist tracking changed twice. See 'invited or added a teammate' in the behaviour table.
View the data
StepBeforeAfterChange
Add locations36.0%45.9%+9.9
Add services28.6%35.8%+7.2
Import clients25.4%31.8%+6.4
Online payments4.4%5.1%+0.7

Skipping is new: 1 in 5 skips at least one step on day one, resolving the checklist instead of leaving it to nag.

Share of after-release signups (n = 313) skipping each step within 24 hours.
View the data
StepSkipped
Import clients15.3%
Online payments13.7%
Add locations6.7%
Add services5.8%
Invite team5.4%

Attention moved from the cards to the checklist

Setup and payment intent won. Cards lost. Downstream outcomes held.

Day-one behaviourBeforeAfterChangeRead
Clicked a recommended card23.5%13.9%−9.6significant, z 3.9
Clicked connect Stripe4.7%10.1%+5.4significant, z 4.4
Created a client25.0%29.7%+4.7borderline, z 1.9
Invited or added a teammate7.8%8.8%+1.0within noise
Created a note18.0%15.5%−2.5within noise
Shared their booking link8.9%9.8%+0.9within noise

Teammate row counts each design's own invite actions: staff records before the 2 July invite revamp; invitations, direct adds and invite links after. The checklist's team step is not comparable across designs, so it is not shown.

Watch 7-day AI-notes adoption: the AI Scribe card is its top discovery path.

Top 2 cards take 4 in 10 clicks. The bottom 4 earn about 3 clicks a day across all users: show them only when relevant.

All-user clicks, 6 to 13 July. Story card excluded: tracked only from 13 July (1 click so far).
View the data
CardClicksUsersShare
AI Scribe (notetaker)685025%
Import templates443816%
Add branding312011%
Booking link21128%
Insurance billing19167%
Automate intake19157%
Start video call1294%
Sync calendar11104%
Get paid faster873%
Automate reminders883%
ePrescribe522%

Mobile nearly closes the activation gap

Mobile is 21% of signups in both periods. After-release mobile is only 60 people: treat as directional.

Day oneDesktop beforeDesktop afterMobile beforeMobile after
Completed 1+ of the 4 steps49.9%58.4%45.0%55.0%
Created a client26.9%30.3%18.9%28.3%
Clicked a recommended card22.2%14.7%28.1%10.0%
Skipped a step—24.2%—23.3%
  • The old dashboard's mobile penalty on client creation (19% vs 27% desktop) nearly closes (28% vs 30%). Borderline at n = 60, z 1.9.
  • The card decline is worst on mobile: 28% to 10%, z 3.1. The step panel likely pushes the carousel below the fold on phones.

Demo call buttons: flat, and half tracked

Header book-a-call users, last 3 weeks
208
about 10 a day, no shift at release
Day-one clickers (new signups)
4.0%
vs 4.5% before · flat
'Book a product expert call' tile events
0
untracked · with engineering

Too early to call conversion

0.6% of release-week signups subscribed within 72 hours, against a June average of 2.4%. Not readable as a design effect:

Share of each signup week subscribing within 72 hours, all days, strictly censored.
View the data
Signup weekSignupsSubs in 72 hRate
1 June480122.50%
8 June51730.58%
15 June489112.25%
22 June583162.74%
29 June495214.24%
6 July (release)32920.61%
  • The June peak was promo-inflated: 9 of its 21 fast subs used $1 or July 4 codes. No promo ran after release.
  • The metric swings 0.58% to 4.24% week to week under the old design.
  • 2 subscribers after release. Upgrade-modal exposure unchanged: 14% vs 15%.

First honest reads: 7-day Stripe connections from 14 July, 14-day subscriptions on 20 July.

Tracking changes and caveats

2 July
Team-invite revamp, separate from the dashboard. Staff creation moved to invite acceptance; 'create staff' halved from this date.
6 July
V3 live for new signups and unfinished existing accounts. New per-step skip event. Completions are real user actions in both periods, verified against account-creation timing.
12 July
Richer tracking: checklist clicks, import source, per-step buttons.
13 July
Learn-the-basics, chat, story-card and testimonial events live. Book-a-call tile still emits nothing.
  • The old 'get started' PostHog dashboard (904713) now over-reads: feature completions rose about 5 times for mechanical reasons.
  • Any metric counting the team step as a completion shows a false decline.
  • No holdout: this is before-and-after, not a controlled test. Regional mix was stable (72 to 77% Americas both periods).

What to watch this week