Standing Appointment Report

Location: Reports > Appointment & Client Reports

The Standing Appointment Report generates a list of clients who have a standing appointment ending within the selected date range. This report can be generated at any time and may also be exported or printed for your records. It is especially helpful to run this report weekly or monthly so you can proactively contact clients to reschedule or extend their future standing appointments.

How to Generate the Report
Enter a date range for when the last appointment in a standing appointment series would occur, then click Generate.

Report Columns Explained

Client Name – Displays the client’s first and last name who has a standing appointment ending within the selected date range
Services (Worker) – Displays all services and associated workers included in the recurring standing appointment
Start Date – Displays the month, day, and year the standing appointment series originally began (first recurring appointment)
End Date – Displays the month, day, and year the standing appointment series ends (final scheduled appointment)

Sorting Options

End Date – Displays results from the furthest future date to the earliest past date
Start Date – Displays results from current to past dates
Client Name – Displays results in alphabetical order by the client’s first name

To book a standing appointment, visit Standing Appointments

To modify an existing standing appointment, visit Modify Standing Appointment