Appointment Report Releases

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Added Appointment by Group Report 

Added Appointment Data Comparison Report 

Added "Select Team" Employee Selection option

Added the Appointment Blocked Times report

Renamed Report 

Moved Reports

Added Detail & Summary Options 

Added Future Appointments to the Client Work Ticket 

Added Filter by Appointment Type

Added Online Booking Report 

Added option to only show unconfirmed appointments

Added Appointment by Group Report (Preferred & Ultimate)

DATE ADDED: 08/10/2020

  • The new Appointments by Group report allows you to view information about a group's appointments. Having the ability to pull and print this report can make it easier for your staff to be prepared for larger parties coming into your business. This feature is ideal for birthdays, wedding parties, and more! 
    • Reports > Appointment Reports > Appointments by Group 

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Added Appointment Data Comparison Report 

DATE ADDED: 07/07/2020

  • The Appointment Data Comparison Report features the option to set up two date range periods. These date ranges can help your business to contrast appointment data as the report calculates numerical differences from the two time periods!
    • Reports > Appointment Reports > Appointment Data Comparison Report > Period A Date Selector > Period B Date Selector 

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Added "Select Team" Employee Selection option (Ultimate Only)

DATE ADDED: 07/07/2020

  • The "Select Team" Employee Selection option has been added to the Appointment Blocked Time List, Appointment Types by Client,  Appointment Types by Employee,  Appointments by Client, Appointments by Date Range, Appointments by Employee, Cancelled Appointments, Daily Appointment List, No Show Appointments, and Work Tickets reports. This report filter allows you to pull appointment information filtered by a team!
    • Employee Selection > Select Team 

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Added the Appointment Blocked Times report

DATE ADDED: 05/06/2020

  • Added the Appointment Blocked Times report. This report allows you to see employee's block times and additional details making blocked times easier to track and reference!
    • Reports > Appointment Reports > Appointment Blocked Time List 

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Renamed Report 

DATE ADDED: 02/26/2020

  • Renamed the Appointment Types by Company report, which is now called the Appointment Types by Client report.
    • Reports > Appointment Reports > Appointment Types by Client 

 

Moved Reports

DATE ADDED: 02/26/2020

  • Moved the Appointment Types by Client report and Appointment Types by Employee report to the Appointment Reports section.
    • Reports > Appointment Reports 

 

Added Detail & Summary Options 

DATE ADDED: 02/26/2020

  • Added Detail and Summary options for both the Appointments by Client and Appointments by Employee report, which gives you different versions of these reports that offer varying levels of information.
    • Reports > Appointment Reports > Report Type Selection

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Added Future Appointments to the Client Work Ticket 

DATE ADDED: 01/21/2020

  • Added a Future Appointments column which is now printed on the Client Work Ticket, allowing you to give your clients a physical copy of their upcoming appointments.
    • Reports > Appointment Reports > Work Tickets > Client Ticket 

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Added Filter by Appointment Type

DATE ADDED:  01/21/2020

  • Added the ability to filter the following reports by the Appointment Type, which gives you the option to view reports focused on specific types of appointments like referrals or first-time clients. 
    • Reports > Appointment Reports > 
      • Appointments by Client 
      • Appointments by Date Range 
      • Canceled Appointments 
      • Daily Appointment List 
      • No Show Appointments
    • > Single Appointment Type

Screen_Shot_2020-03-27_at_4.57.32_PM.png

 

Added Online Booking Report 

DATE ADDED: 07/24/2019

  • Online booking now tracks when a user visits your online booking page, and if they completed a booking on that visit. This info displays in the Online Booking Statistics report. This report allows your business to track the traffic and conversion of your online booking site. 
    • Reports > Appointment Reports > Online Book Statistics 

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Added option to only show unconfirmed appointments

DATE ADDED: 04/01/2019

  • Added option to only show unconfirmed appointments on the Appointments by Date Range, Appointments by Client and Appointments by Employee reports. This allows you to see which clients have not confirmed their appointments and could be reached out to, in order to ensure they will be arriving at their appointment.
    • Reports > Appointments Reports > 
      • Appointments by Date Range
      • Appointments by Client
      • Appointments by Employee
    • Other Options > "Only Show Unconfirmed Appointments" checkbox 

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