Umangi Wellness
- Client Name: Umangi Wellness
- Website:Umangi Wellness
- Industry:Health and wellness
- Company Size:40+
- Location: Kozhikode, Kerala
- Business Model:B2C
Client Overview
Umangi Wellness is an Ayurveda and wellness center based in Kozhikode, Kerala, dedicated to empowering holistic health and transforming lives through authentic Ayurvedic care. Originally established to support general wellness, the center has evolved into a trusted specialist in women’s health — particularly menopause support — offering personalized, holistic treatment programs that integrate traditional Ayurvedic therapies with yoga, meditation, diet and lifestyle guidance. Their mission focuses on helping women navigate key life stages such as menopause, menstrual concerns, prenatal and postnatal care with confidence and vitality.
- No standardized billing structure for therapies and packages
- Service rates were not consistently documented
- Difficulty in tracking customized treatment plans and consultation charges
- Inconsistent invoice formats
Disorganized Billing & Service Pricing
- Reliance on Excel sheets for accounting and revenue tracking
- Manual billing and handwritten records
- Email-based confirmations without centralized financial tracking
- No integrated system connecting billing, payments, and reporting
Disconnected Tools & Manual Processes
- No clear overview of daily/monthly revenue
- Difficulty tracking outstanding payments
- Limited visibility into cash flow and expense management
- No instant access to financial reports
Lack of Real-Time Financial Visibility
- Errors in calculation due to manual data entry
- Risk of missed GST entries and tax inaccuracies
- Delays in generating financial statements
- Time-consuming reconciliation process
Manual Errors & Compliance Risks
- Financial records managed by specific staff members
- Reporting depended on manual compilation
- If key staff were unavailable, financial tracking slowed down
High Dependency on Individuals
- Front desk, therapists, and accounts team were not aligned
- Billing information not updated in real time
- Payment follow-ups were inconsistent
Poor Coordination Between Teams
What the client wanted to achieve:
- Create a structured pricing system for therapies and wellness packages
- Generate professional invoices for every consultation and service
- Ensure accurate billing without manual calculations
Standardized & Professional Billing
- Get instant access to daily, monthly, and yearly revenue reports
- Track outstanding payments and customer balances
- Monitor cash flow and expenses in one place
Real-Time Financial Visibility
- Maintain proper tax records
- Generate GST-compliant invoices
- Simplify return filing and reduce compliance risks
GST Compliance & Accurate Accounting
- Reduce manual data entry
- Automate recurring invoices for wellness packages
- Enable automatic payment reminders
Process Automation
- Centralize financial data in one system
- Allow controlled access for management and staff
- Ensure business continuity even if key staff are unavailable
Reduce Dependency on Individuals
- Analyse revenue by service type
- Identify top-performing treatments
- Track profitability and growth trends
Better Business Decision-Making
- Netstager Technologies is an Authorized Zoho Partner, ensuring trusted and certified implementation expertise
- Kerala-based local support, enabling easy communication and quick assistance
- Experience with wellness and service-based businesses, understanding their specific billing and accounting challenges
- Clear implementation roadmap, with structured planning from setup to go-live
- Strong post-go-live support and staff training, ensuring smooth adoption and long-term success
- Zoho Application Used
- Zoho Books was implemented as the centralized accounting and billing system to manage invoices, expenses, GST compliance, and financial reporting.
- Key Customizations
- Customized invoice templates aligned with Umangi Wellness branding
- Creation of structured service items with predefined pricing
- Custom fields added to capture treatment details and service categories
- Basic workflow setup to streamline invoice creation and tracking
- Automation
- Automated invoice generation for services and wellness packages
- Automated payment reminders for overdue invoices
- Auto-calculation of GST to ensure compliance
- Real-time financial reporting for management review
- Data Migration
- All historical financial data maintained in Excel was cleaned and migrated into Zoho Books
- Customer records, service details, and opening balances were imported
- Ensured accurate transition without data loss
- Implementation & Training Support by Netstager Technologies
- Netstager Technologies handled complete Zoho Books implementation
- Provided basic invoice customization based on business requirements
- Delivered hands-on training to Umangi Wellness staff
- Offered post-go-live support to ensure smooth system adoption
To ensure a smooth and structured deployment of Zoho Books at Umangi Wellness, Netstager Technologies followed a systematic implementation approach:
- Conducted detailed discussions with the Umangi team to understand their existing billing and accounting processes
- Identified gaps in manual workflows and Excel-based tracking
- Mapped current processes to Zoho Books features
- Defined clear objectives and implementation scope
Requirement Discovery & Process Mapping
- Configured Zoho Books based on business requirements
- Set up service items, pricing structures, GST settings, and chart of accounts
- Customized invoice templates to match branding and operational needs
- Added required custom fields for better service tracking
System Configuration & Customization
- Cleaned and prepared historical data from Excel sheets
- Imported customer records, opening balances, and transaction details into Zoho Books
- Validated data accuracy to ensure correct financial reporting
- Performed reconciliation checks before finalizing migration
Data Migration & Validation
- Provided hands-on training sessions for staff
- Explained billing workflows, expense tracking, and report generation
- Guided the team on GST compliance within the system
- Shared basic SOP guidance to ensure consistent system usage
User Training & SOP Documentation
- Resolved queries and minor configuration adjustments
- Monitored system usage to ensure smooth adoption
- Provided post-implementation support for operational stability
Go-Live Support & Stabilization
Within the first 60 days of Zoho Books implementation, Umangi Wellness experienced measurable operational improvements:
- Automated invoicing and GST calculations significantly reduced repetitive manual work
- Eliminated duplicate entries across Excel sheets
- Improved overall accounting efficiency
40–50% Reduction in Manual Data Entry
- Instant invoice generation at the time of service
- Automated payment reminders reduced follow-up delays
- Improved tracking of outstanding receivables
- Faster conversion from service delivery to payment collection
Faster Billing & Collections Cycle
- Cleaned and prepared historical data from Excel sheets
- Imported customer records, opening balances, and transaction details into Zoho Books
- Validated data accuracy to ensure correct financial reporting
- Performed reconciliation checks before finalizing migration
Data Migration & Validation
- Clear visibility of revenue by service category
- Real-time tracking of invoices and payment status
- Better monitoring of monthly and quarterly performance
Improved Sales & Revenue Visibility
- Instant access to profit & loss statements
- Cash flow and expense tracking in one place
- Data-driven decision-making enabled
Accurate, Real-Time Dashboards for Management
- Centralized financial management within Zoho Books
- Minimized errors caused by manual Excel handling
- Improved coordination between front desk and accounts team
Reduced Dependency on Spreadsheets
To ensure long-term success beyond the initial implementation, Netstager Technologies continues to support Umangi Wellness with a structured engagement model:
- Regular system checks and performance review
- Assistance with queries, configuration changes, and reporting needs
- Continuous process improvement based on business growth
Monthly Support & Optimization
- Refinement of invoice formats and workflows as operations evolve
- Optimization of reports and dashboards for better insights
- Introduction of advanced Zoho Books features as team adoption increases
Feature Enhancements Based on Usage
- Evaluation of additional Zoho apps to streamline overall operations
- Potential integration of CRM for patient management and follow-ups
- Exploration of automation tools to enhance efficiency across departments
Planned Rollout of Additional Zoho Applications
- Clear visibility of revenue by service category
- Real-time tracking of invoices and payment status
- Better monitoring of monthly and quarterly performance
Improved Sales & Revenue Visibility
- Instant access to profit & loss statements
- Cash flow and expense tracking in one place
- Data-driven decision-making enabled
Accurate, Real-Time Dashboards for Management
- Centralized financial management within Zoho Books
- Minimized errors caused by manual Excel handling
- Improved coordination between front desk and accounts team
Reduced Dependency on Spreadsheets
- Zoho Books Implementation
- Zoho CRM
