Appointment History Report

Modified on Fri, 24 Jan at 3:24 PM

This report shows appointments and tips by staff members.

Things to Know:

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.

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 appointment is scheduled.
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	The duration of each service associated with the appointment.
Tip	The tip amount received.