Appointments / Bookings Report

Modified on Thu, 16 Jan at 12:40 PM

The Appointments report provides you with appointment data for all appointments created in MyTime. Through the report filters, you are able to filter through different appointment statuses, such as currently booked appointments, completed appointments, no-shows, and canceled appointments. This report can be used to understand different appointment data points, such as appointment time and location, appointment status, booking source, and client information, all in one place.

Things to know:

This report allows you to delete appointments, a feature controlled by a hidden setting tied to the "Delete Appointments" access control in Business Setup > Staff > Access Control Settings. To enable this hidden setting, please contact our Support Team at support@mytime.com.
Multi-staff service appointments listed in the report will display the names of all staff members assigned to the service.

To access this report:

Navigate to Dashboard
Select the Appointments tab

When the report opens, you can filter by a specific location, staff, appointment status, the date the appointment was booked, and the date the appointment is scheduled for.

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. You can also search for a specific client using the client search bar.

Report Filters

Filter	Description
Location	The location associated with the appointment. This filter will only be visible if there are multiple locations on the account.
Staff	The staff member associated with the appointment. You can filter by a specific staff member or all staff.
Service	The name of the booked or scheduled service.
Date	The date the appointment was booked/scheduled for
Appointment status	Status of the appointment

Report Columns

Column	Description
Created At	The date and time the appointment was booked.
Time	Date and time of the appointment
Location	The location associated with the appointment
Client	Client associated with the appointment. Clicking this link opens the client's profile
Email	Email address of the client. If one was added to their profile, it will be reflected.
Phone	Phone number of the client. If one was added to their profile, it will be reflected.
Staff	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.
Price	Price of the service(s) associated with the appointment.
Appointment #	The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.
Ticket #	The ticket associated with the appointment. Clicking this link opens the ticket in MyTime POS.
Source	The booking source of the appointment (Booking Widget, Google, Facebook, etc).
Status	Appointment status (Booked, Cancelled, Completed, etc).

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