Bookings reports
See how many bookings you get, who is busy, who doesn't come and what you earn.
Go to Reports. Appointment reports need Standard or up, and revenue reports need Professional or up. A locked report shows a lock on its card.
The reports
| Report | What it shows | Plan |
|---|---|---|
| Bookings over time | How many bookings, by day, week or month, with cancelled and no-shows | Standard and up |
| By appointment | What people book most, and what gets cancelled | Standard and up |
| By staff | Who is busiest, in bookings and hours | Standard and up |
| Completed, no-shows and cancelled | How many bookings really happen | Standard and up |
| Where bookings come from | Your page, your team, private links, the portal and the API | Standard and up |
| Busiest days and hours | When people want to come | Standard and up |
| Customers | The 200 customers who book most, and who misses | Standard and up |
| Revenue | What bookings billed and collected, by appointment | Professional and up |
| Revenue by staff | What each person's bookings billed and collected | Professional and up |
Choose the period
Set From and To and click Show. A report opens on the last 30 days and the next 30 days. Click Download for a spreadsheet.
How things are counted
- Bookings count on the day they take place, in your business's time zone, not the day they were made.
- A booking still waiting for payment isn't counted.
- Revenue comes from your books: Before tax, Tax, Paid and Still due. An invoice covering several visits counts once, on the first visit.
- Refund credit notes in the period are shown in a note under the revenue table.
- The Customers report's Booked value adds up prices before tax on completed and confirmed bookings. It isn't money received.
Who can see reports
Admins, Workspace admins and Viewers see the appointment reports. People with the Staff role can't see reports. A custom role can if it has the right to see everyone's bookings and reports.
The two revenue reports show only for roles that handle money: Admins, Workspace admins, and custom roles with the right to invoices, payments and refunds. Viewers don't see them.