The Booking Percentage Report allows you to see your total bookable hours versus the actual hours you are booked within a date range, set by you.
To get started, follow these steps:
- Click Reports. Then select Booking Percentage.
- Click Run Report after adding the search filters you want to apply.
Booking Percentage Report
1. Click Reports at the top of the screen. Then select Booking Percentage on the left sidebar under Appointments.
2. Under Date Range, select the dates you want to view. This allows you to see the bookings with the date you set.
3. Under Service Providers, select the employees whose bookings you want to see. Click All Selected to include all providers in the report.
4. Click Run Report when you are finished.
5. The report will show the following:
- The total available booking hours within a date range.
- The actual hours that were booked within a date range.
- The total booking percentage (the actual time booked divided by the available time).
6. Click Export to export the report to an excel sheet or PDF. Click Print to get a paper copy.
7. Click Grid View to change the view of the report. This allows you to see it in a table format.
Comments
3 comments
Am I correct in thinking this percentage isn't useful for looking at past years, if your schedules have changed since then? Since the computer will think that a given time is full of empty unbooked time, when really you've just changed the stylist's booking hours since them?
For instance, it says we have 749 unbooked hours during April 2020, when we were closed for the pandemic, and every open time available then was blocked with personal time blocks. When I go back and check, there is lots of empty time - because of stylists whose hours have still changed.
Brittany, I'm looking into this to get an answer for you.
Here's what I got from some of our support team members: "The percentages will always calculate based on employees' current availability. If there are schedule changes, this could alter the calculated percentages. This report is better suited to monitor recent trends in bookings rather than generate a long-term report tracking data across several years."
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