Overview
The Appointments report gives you a complete view of all appointments scheduled within a chosen date range. It includes details about clients, staff, services, and how each appointment was booked—helping you understand what’s driving your business across all locations.
Who is this report for?
Perfect for business and location managers who want to monitor appointment activity and track team performance.
When should you use it?
To see which services are most commonly booked and who’s booking them
To get insights into booking behavior — are clients booking online, or is staff doing it in-house?
To understand your client mix — new versus returning
💡 Pro Tip: This report is based on the appointment service date, not the date the appointment was booked.
What you'll see in the report
Metric | Definition |
Location Name | The name of the business location |
Client Name | The full name of the client |
Staff Name | The staff member assigned to the appointment |
Booking Source | Where the appointment was booked (Dashboard or online) |
Client Type | New or returning client |
Booked On | Date the appointment was scheduled |
Appointment Date | When the appointment is set to occur |
Service Name | The name of the booked service |
Appointment State | Status of the appointment: Booked, Confirmed, Arrived, Active, Canceled, Final |
Canceled On | If canceled, the date it was canceled |
Cancellation Reason | Why the appointment was canceled |
List Price | The listed price of the service |
Appointment Count | Total number of appointments, helpful when grouping data |
Service Count | Total number of services, especially for appointments with multiple services |