An extensive list of options is available and growing always.  Your suggestions are welcomed.

• Business Stats - New clients & appointments in date range – Report of clients and bookings.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).

Report displays:

• Number of clients that are not online users (Guest or Company added clients).
• Number of clients that are registered online users (Online Clients).
• Total clients.
• Number of Company booked appointments.
• Number of Client (Registered) booked appointments.
• Number of Guest booked appointments.
• Number of Associate booked appointments.
• Total appointments for the period.

• Calendar Print – Continuous Report – A continuous line view of booked appointments in chronological order.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. Choose All or a specific Service Provider.
  3. If you operate multiple locations, choose a company.
  4. Choose a sort option.

• Calendar Print – Page / Service Provider - A line view of booked appointments with each Service Provider beginning on a new page.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.

• Client – Appointment Summary – A detailed appointment list exportable for client use, including business address.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd). The default Start Date for all reports is set to 14 days prior to the current date.
  2. If you operate multiple locations, choose a company.
  3. Choose a specific client or leave blank to select all.
  4. Specify All or a specific Service Provider / Resource.
  5. Choose a Sub-Total option.
  6. Choose a Sort option.
  7. Choose Appt. Status – Regular Appointments or Cancelled Appointments

• Client Last Visit Report – A list of clients that have not booked in X months.
  1. Set the number of months since last visit.

• Client Details – A list of clients and their details such as address, birth date, phone numbers, exportable to CSV or Excel.
  1. Choose All, multiple or a single client to export.
  2. Choose Active or Inactive clients.

• Client Spend– Report of highest spending clients.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.
  3. Choose list length
  4. To view the sales detail for the client, click the number at the far right of the report, which will open the Sales Report – All Sales. Here you will click Ok to display the sales details. The client will be selected automatically.

• How did you Find Us? – A report of how clients found your business.
  1. If you operate multiple locations, choose a company.
  2. Choose a sort option.

• Referral Report– Report of appointments booked by Associates and commissions payable if applicable.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.
  3. Choose a Sub-Total option
  4. Select All or a specific Associate.

• Referred By – Report of who referred a client.
  1. If you operate multiple locations, choose a company.
  2. Choose a sort option.

• Revenue Summary Daily – A 1 day revenue summary including Client name, Service and Product amounts, taxes, adjustments, pre-payments, payments and payment type.
  1. Choose a date.
  2. Choose Regular or Cancelled appointments.

• Sales Report – Appointment Summary – Main financial report including date range, sub-total and sort options.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd). The default Start Date for all reports is set to 14 days prior to the current date.
  2. If you operate multiple locations, choose a company.
  3. Choose a specific client or leave blank to select all.
  4. Specify All or a specific Service Provider / Resource.
  5. Choose a Sub-Total option.
  6. Choose a Sort option.
  7. Choose Appt. Status – Regular Appointments or Cancelled Appointments

• Sales Report – First Time Appointment – Financial report of first time clients to the business or a particular Service Provider / Resource including date range and sort options.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd). The default Start Date for all reports is set to 14 days prior to the current date.
  2. If you operate multiple locations, choose a company.
  3. Choose a specific Service Provider / Resource or All.
     • Choose New Sales for Vendor or Service Provider / Resource
     • New Sales for Vendor will display a list of clients who have booked with your business for the first time.
     • New Sales for Service Provider / Resource will display a list of clients who have booked with the specific Service Provider or Resource for the first time.
  4. Choose a Sort option.

• Sales Report – Invoice Summary – Detailed financial report including date range, client select and sort options.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd). The default Start Date for all reports is set to 14 days prior to the current date.
  2. If you operate multiple locations, choose a company.
  3. Choose a specific client or leave blank to select all.
  4. Choose a Sort option.

• Sales Report – Product – Report of product sales.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.
  3. Choose a Sort Option.

• Service Hours by Service – Service hours sub-totaled by service.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.

• Service Hours by Service Provider / Resource - Service hours sub-totaled by Service Provider / Resource.
  1. Set the report Start/End Date by clicking the calendar or typing the date (yyyy-mm-dd).
  2. If you operate multiple locations, choose a company.