By Source of Booking Report

Modified on Fri, 17 Jan at 1:25 PM

This report shows appointments grouped by booking source. (e.g. Added by business through your Scheduler or booked by the client through the booking widget, Google, Facebook, etc). Bookings captured in this report are based on when the appointments are expected to take place or when they are booked.

Things to know:

For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.
Any additional payments made on tickets closed in the past will be reflected on the date the payment was processed. Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
- The revenue for October will remain at $20.
- The revenue for November will reflect the additional $10 payment.
Refunds will be reflected on the date the refund was processed, rather than the original ticket date. For example, if an item was purchased on November 13th for $100 but refunded on November 23rd, the report will display the original revenue on November 13th and the refund on November 23rd.
Revenue from deposits is displayed on the date the ticket is closed, not the date the deposit was processed. For example, if an appointment is scheduled for March 9th with a value of $200 and a deposit of $50 was taken on March 4th, no revenue will be shown when filtering by March 4. However, when filtering by March 9 (the date the appointment took place and the ticket was closed), the total revenue of $200 for the service, including the deposit, will be displayed.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the By Source of Booking report

When the report opens, you can filter by a specific location, staff, the date the appointment was booked, and the date the appointment is scheduled for. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.

Once you have selected your filters, click on the UPDATE button to generate the data. On the top right of the report, you have the option to export the report as a CSV, PDF, or print version.

Report Filters

Filter	Description
Location	Filter by location the appointment is scheduled at.
Staff	The staff member who performed the service during the date range and location selected.
Booked Date	This range will determine the appointments that were booked during the date range selected.
Scheduled Date	This range will determine the appointments that are scheduled for the date range selected.

Report Columns

Column	Description
Location	The location where the appointment was booked
Source	The booking source (Booking Widget, Google, Facebook, etc) Online Booking - Google - The client booked the appointment from your Google listing Online Booking - Facebook - The client booked the appointment using the "*Book Now"* button from your Facebook page Online Booking - Instagram - The client booked the appointment using the "Book Now" button on your Instagram page Online Booking - Guest App - The client booked the appointment from the custom Guest App Online Booking - Express Checkout - The client booked the appointment using the My Favorites or My Purchases options in My Account on mytime.com, or by clicking the Book Now button on your website that redirects them to the MyTime website (express checkout) link. Online Booking - Website - The client booked the appointment from your website using the Book button that opens the modal without actually redirecting to the MyTime website. Added by Business - A staff member booked the appointment for the client in-store Imported into MyTime - MyTime imports your appointments from the previous software. Online Walk-In - Website - A client joined the waitlist online Walk-In - Added by Business - A staff member added the client to the waitlist in-store Walk-in Kiosk - A client was added to the waitlist via the kiosk in-store Prebooked - Appointment booked in-store by clicking the 'PreBook' button after a ticket is closed in POS or by clicking the 'Book Again' button in the appointment modal before midnight on the same day as the previous appointment.
Appointments	Number of appointments
Canceled	Number of canceled appointments
Service Revenue	Revenue generated for appointments during the date range selected. Does not include taxes and tips.
Refunds	Service refunds that were processed during the date range selected.
Environmental Fees	Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Total	Total revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).

For more information contact us at support@mytime.com.