Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7.
An appointment report provides a history of past and upcoming appointments for your account. The on-screen report provides a quick reference. You can export a report to a file for full appointment details.
You can read more on the specifics in an appointment report here.
Contents:
Filtering a report
You can use the search field at the top of the reports page to filter the report by the following:
provider
client
service
a combination of two or all three
Running an appointment report
(1) On the web app: Go to the Home page
On the mobile app (version 7.6.0 and above): Go to the Home tab
(2) Click or tap the Appointments link in the Reports panel
Note about switching providers on a multi-user account
If you are an administrator on a multi-user account, by default, your Home page/tab is viewing information for all providers on the business account.
For an appointment report, you can either filter the report by provider on the report page (see Step 3 below), or you can select a specific provider from the provider drop-down list on the Home page to view only their information and run reports for just their appointments (skip to Step 4 below).
On the web app, click on Switch Provider on the top of the Home page to select a specific provider.
On the mobile app, tap on the group token icon on the top right of the Home tab page to select a specific provider.
(3) Use the search field to filter your report, if needed (client's name; service; combination of two or more)
(4) Select a report type
The quick reference page will present appointments based on the type and your filters. This will include:
the date of the appointment
the time of the appointment
the provider
the service
the client's name
You can export the report to a file to get full appointment details, including client contact information, service price, appointment notes, and any custom field information.
You can also print the quick reference page from the report page, or print the exported report from the file.
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