Booked By Report
The Booked By Report is the ideal report businesses that want to track how many appointments are booked during the checkout process by the front desk team and grow those opportunities.
To access the Booked By Report, go to Reports > Appointments & Client Reports > Booked By Report.
Enter a date range for the appointment created date, then select if you want to report by the whole company or a specific worker and click generate.
The report will produce two tables;
- a table with total counts and percentages
- a list of all the appointments booked during the date range
APPOINTMENTS BOOKED & BOOKED AT CHECKOUT COUNTS
Worker Name - Lists the worker who created the appointment.
Appointment Booked - How many appointments were booked during the date range.
Booked at Checkout Count - How many appointments were booked on the day a client completed an appointment.
Booked at Checkout % - The Booked at Checkout count divided by the Appointment Booked count.
APPOINTMENT LIST TABLE
Created Date and Time - the date and time the appointment was created.
Client Name - the client name hyperlinked to the client card.
Appointment Date & Time - the date and time of the future appointment.
Service (Worker) - the Service(s) and Worker(s) assigned to the future appointment.
Booked By - The worker who booked the future appointment.
Booked at Checkout - if the appointment booked was booked on the same day as a client checking out.