Vagaro's reporting system offers a comprehensive view of your business's health, customer retention, and appointment details. However, it's important to ensure that you accurately complete checkouts and document all necessary information for each appointment to get the most accurate data. For instance, the Transaction List and Sales Summary show transaction-related information for checked-out appointments. If you don't check out your appointments and process the transaction via third-party software, then this information will not be displayed in the report. Additionally, the Missed Checkouts/Check-ins report enables you to keep track of appointments that you've missed and finalize them by completing the checkout process.
Prerequisites: This feature is available for all Vagaro businesses.
The report displays a list of appointments and classes that have not been checked out/checked in over the timeframe you set. The report will also include the Appointment Date, Item (service/class), Employee, Customer, and Price. At the bottom of the report, the total of all missed checkouts or check-ins will be displayed. The total is the amount currently not being reported in your sales reports.
Note
For multi-location businesses: If you selected more than one location, the report will also display what location this appointment/class was scheduled at. Checking out an appointment at another business will automatically transfer you to that location.
To run the report:
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Go to → → . The system will automatically run the report with this month's missed checkouts/check-ins.
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Set a Date Range for your report:
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Near the top of the screen, select the Date Range field.
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Select a preset date range, like Last 30 Days or This Year, or select Custom to set a more specific date range. Select Apply to save.
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Filter your report for more specific information by selecting the Filter
button:
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Employees: Filter the report to only include the employees you select.
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Customer: Filter the report to only include the customer profiles you select.
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Business Location (Multi-Location Only): Filter the report to include just one or other locations.
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Include Past Employees: Filter the report to include/exclude employees who no longer work at your business.
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In the Filter
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Select the Action
button to Print, Export PDF, or Export Excel.
To run the report:
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Go to → .
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Set a date range for your report:
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Select the box under Appointment Date to open the date picker.
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On the right of the date picker, you can select a preset date range, like Last 30 Days or This Year, or manually select a date range in the FROM and TO calendars.
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Select Submit.
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Set some basic filters for your report:
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Employees: Filter the report to only include the employees you select.
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Customer: Filter the report to only include the customer profiles you select.
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To include employees who no longer work at your business, select Advanced Filters, then toggle on Include Past Employees.
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If you are a multi-location business, you can also select one or more Business Locations in the Advanced Filters menu.
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Select Run Report.
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In the bottom-right corner of the screen, you can Print the report or Export it to Excel or PDF.
You can go into each appointment/class and check them out as needed.
To finalize an appointment or class:
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In the report, find the appointment to be finalized.
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Go directly to the missed appointment:
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On the Phone: In the appointment card, select the hypertext (blue link). The system will bring you to the Calendar screen for the appointment/class that was missed.
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On the Web, Tablet, and Pay Desk: Select the Action
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Check out or check in the appointment.
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Document any payment made and complete the appointment.
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