Appointment & Client Reports
Duplicate Client Report
The details below were included with our Inspire by STX v4.3 update in Summer 2025 Duplicate Client Report The Duplicate Client Report helps you quickly identify and merge duplicate client profiles in your system. You can print or export for ...
Appointments Report
The details below were included with our Inspire by STX v4.3 update in Summer 2025. Location: Reports > Appointment & Client Reports > Appointments Report Appointments Report Overview The Appointments Report provides a detailed view of daily ...
Rebook Report
Location: Reports > Appointment & Client Reports Rebook Report The Rebook Report helps you track how often clients rebook appointments, broken down by Company Rebook and Worker Rebook. The report can be exported or printed for your records. Rebook ...
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 Client Retention Report The Client Retention Report allows you to evaluate how well your business retains clients based on selected criteria. You can review retention for New Clients or Recurring ...
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 Packages Report The Packages Report allows you to track packages sold within a selected date range and view the remaining (unused) value of those packages. The report can be exported or printed for ...
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 This report shows a list of clients who were referred during a selected date range. You can also export or print this report for easy sharing or record-keeping. How to Generate the Report Enter the ...
Reward Point Report
Location: Reports > Appointment & Client Reports A report that will break down all visits where rewards were earned or used. To create the report, simply enter a date range and click generate. The report will display: Client Name - the name of the ...
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 Account Balance Report Overview The Account Balance Report displays a list of client balances, including amounts owed to the business as well as credits owed to clients, based on activity recorded on ...