Appointment History Report

Modified on Thu, 2 Jul at 9:06 PM

This report shows appointments and tips by staff members.

Things to Know:

The ability to access this report is governed by the "Accessing Reports" access control setting
Canceled and no-show appointments are not reflected on the report
For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
For services involving two staff members with two clients, or for appointments where one staff member serves multiple clients, revenue, discounts, refunds, and tips will be split equally. When filtering by primary or secondary staff members, the report will show the revenue and appointments for each staff member. If filtering by all staff members, appointments will be displayed twice, but revenue will be calculated only once.
This report is not visible to businesses that do not offer appointments
The report can only be exported in Summary View, which consolidates data by category such as location, staff member, or service type. This view is ideal for high-level analysis, allowing you to review total revenue and overall performance metrics without displaying individual transactions.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Staff section, select the Appointment History report

When the report loads, you can filter by a specific location, staff, and date range. You can also export the report as a CSV, PDF, or print version. Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location where the appointments took place Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Staff	The staff member who performed the service during the date range and location selected.
Date	This range will determine the appointments that were booked during the date range selected.

Report Columns

Column	Description
Date	The date of the appointment.
Appointment Time	The appointment start time.
Location	The location the appointment took place
Client	The name of the client associated with the appointment. Clicking this link opens the client's profile.
Pet	The name of the pet associated with the appointment. This column is only displayed on Pet accounts.
Family Member	The name of the family member associated with the appointment. This column is only displayed on Family Member accounts.
Staff	The name of the staff member associated with the appointment. Clicking this link opens the staff member's profile.
Service	The name of the service associated with the appointment.
Duration	This column represents the scheduled duration of each service in the appointment. Depending on your settings, this time may update to reflect actual service time when an appointment is started, manually completed, or closed via a ticket. Check-In and Check-Out Times The duration displayed in the report is unaffected by the time an appointment is check in or checked out. For example: If an appointment is scheduled for 30 minutes but the client is checked in and out over a span of an hour, the report still displays the original 30-minute scheduled duration. Select the Start Service Button The duration displayed will adjust dynamically based on manual actions and your account configurations. Finishing Early: If an appointment is manually completed or started before its scheduled end time, the duration shrinks to match the actual time spent. Running Late: If an appointment runs past its scheduled end time, the duration will only extend if the Update Duration Past The End Time When Completing Appointments Via Appointment Modal setting is turned on. Otherwise, it defaults to the original scheduled time. Completed Appointment Durations The duration displayed for a completed appointment varies depending on your business's automatic completion settings: Automatically, based on service duration: If your system is set to complete appointments automatically based on service duration, the appointment is marked as completed the moment the scheduled timeframe passes. The duration never changes and will always reflect the original scheduled time. Automatically, when ticket is closed: If your system is set to complete appointments automatically when the ticket is closed in the POS, the duration remains fixed to the original scheduled slot by default. If you want the system to calculate the actual elapsed time instead of the scheduled time upon ticket closure, you must enable the "Update Duration Past The End Time When Completing Appointments Via Appointment Modal" hidden setting.
Tip	This column displays the total net amount of tips received for the appointment. The value shown here should always match the Tips Report. Displays tips from all sources, including SMS tipping, POS card terminals, online payments, and manual staff entries. If a tip is partially or fully refunded, this column automatically subtracts the refunded amount to reflect the true net tip value. For appointments with multiple clients, the total tip amount is divided equally among the distinct clients. Example: If a group appointment has 3 distinct clients and a total tip of $45 is added, the system will automatically divide the tip equally, allocating $15 to each client's profile.

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