Core Data Layer
Phorest sync, local Millie tables, retry logic, and event-driven refresh. This unlocks most product behavior.
Feature Architecture Map
Product modules aligned to real operations
This page mirrors the dashboard inventory and backend plan from your March 2026 architecture, so prospects understand what is already designed and how it works in production.
Core product modules
Each module below maps directly to a route in the dashboard and keeps role visibility explicit.
Role-based Access
Who sees what
Page
Route
Role Views
Overview
/
Owner, Manager, Team
Live Calls
/calls
Manager
Client Intelligence
/clients
Owner, Manager, Team
Waitlist
/waitlist
Manager
Provider Schedules
/providers
Owner, Manager, Team
Inventory
/inventory
Owner, Manager
Checkout
/checkout
Owner, Manager
Academy
/academy
Owner, Manager, Team
Settings
/settings
Admin
Onboarding
/welcome
One-time
Ambient Display
Overlay
Shared
Algorithmic Engines
Scheduling solver, waitlist scoring, churn and replenishment signals, checkout timing, and recommendation logic.
Realtime AI Layer
Voice call handling and Ask Millie with targeted context injection and function calling to backend services.
Integrations
Ecosystem by design
Phorest REST API
Twilio messaging
Square payments
Anthropic Claude
Vapi or Retell for voice
WebSocket event bus
Phorest remains source of truth for client and appointment data.
Voice AI handles calls while availability and booking logic stay deterministic.
Route and role design are explicit, making implementation planning straightforward.