Skip to main content
All CollectionsReportsSummaries
Appointment Metrics Summary
Appointment Metrics Summary

Overview of the Appointment Metrics Summary which includes hours scheduled, hours booked, and more!

Will avatar
Written by Will
Updated over a week ago

Overview

The Appointment Metrics Summary is filterable by referral source and client visit status, and details by the individual service provider:

  • Hours Scheduled - published work hours

  • Hours Booked - hours spent on booked appointments

  • Percent Booked - hours booked divided by hours scheduled

  • Appointment Count - number of appointments

  • Staff Request - appointments that were marked as requested

  • Self-booked - appointments that were booked online by clients

  • Day-of Booked - appointments booked and performed on the same day

  • New Clients - clients new to the business

  • New Clients (Requested) - new clients that requested the service provider

  • New Clients (Non-Requested) - new clients that did not request the service provider

img20190429173759.png
img20190429173830.png

Example Appointment Metrics Summary

img20190429173706.png

NOTE: This was formerly a classic report.

Did this answer your question?