Appointment & Client Reports
Duplicate Client Report
This report will be available in the Inspire by STX v4.4 release due out in August 2025. The Duplicate Client Report is a great report to find duplicates in your software and merge them. Select to search by Client Name, Email Address and Mobile Phone ...
Appointments Report
This feature will be released in May 2024, stay tuned! Location: Reports > Appointment & Client Reports > Appointments Report The Appointments Report is a list of appointments for the day along with client's history for their last 5 services and ...
Rebook Report
Location: Reports > Appointment & Client Reports The Rebook Report is an excellent way to see your rebooked appointments broken down by client and if they were categorized as a Company Rebook or Worker Rebook. Company Rebook is when the client ...
Top Client Report
Location: Reports > Appointment & Client Reports Top Client Report The Top Client Report displays the top 50 clients with the highest amount spent during the selected date range based on the company as a whole or a individual worker with selected ...
Client Retention Report
Location: Reports > Appointment & Client Reports The Client Retention Report offers the ability to generate Retention reports based on specific parameter settings, to view client retention for New or Recurring clients from either the Company ...
Ticket Rating Report
Location: Reports > Appointment & Client Reports The Ticket Rating Report displays tickets based on the rating selected by clients—the smiley faces at the bottom of open tickets. Ratings on closed tickets can be viewed or updated by selecting Edit ...
Packages Report
Location: Reports > Appointment & Client Reports The Packages Report is a great tool to report on packages sold during a date range and the remaining value of the package. To generate the report: Enter begin dates and end dates to search by the ...
Standing Appointment Report
Location: Reports > Appointment & Client Reports The Standing Appointment Report will create a list of clients who have a standing appointment that ends during the date range entered. The benefit of this report is to generate this report ideally ...
Referral Report
Location: Reports > Appointment & Client Reports Referral Report This Report shows a list of clients who were referred during a selected date range. How to Generate the Report Enter the start and end dates for the date range you want to report on. ...
Canceled Appointments Report
Location: Reports > Appointment & Client Reports Canceled Appointments Report This report retrieves a list of appointments marked with a Canceled or No Show status during the selected date range. Results can be sorted by Date, Client Name, or Next ...
Account Balances Report
Location: Reports > Appointment & Client Reports The Account Balance Report displays a list of current balances owed to the business by the client or credits owed to the client as recorded on the client’s card. Select an option to show All ...