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Cancellations and No-Shows Report

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Donna J
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Use the Cancellation and No-Shows report to manage all past appointments that were denied, canceled, deleted, or deemed as no-shows. You also can view the history of an appointment, including any changes in statuses.

  1. Navigate to Reports → Appointments → Cancellations & No-Shows.

    stock_rpts_cancel_noshow_2x.png

  2. Configure filters for:

    web_can_noshow_filters_2x.png

    1. Date Range:

      stock_web_cal_options_2x.png

    2. Customer - select one or more customers using checkboxes or use Select All.

    3. Event - select All, Appointments or Classes.

    4. Use Advanced Filters to select Status options: All, No Show, Cancel, Denied, Deleted.

  3. Click Run Report after applying search filters.

  4. The report will include the following:

    web_cancel_noshow_report_2x.png

    • The date of the appointment or class

    • The status of the appointment

    • The date and time the status was changed

    • The employee who changed the status

    • Any comments that were added to the appointment

    • The service provider who provided the service

    • The service or class that was booked

    • The name of the customer

    • History

  5. Click the links in the History column to see more details about the appointment.

    The Timeline will show:

    web_cancel_noshow_timeline_2x.png

    Note

    You can only view the history of appointments or classes from the past 15 days. If you click the history link for an older appointment, you'll see this warning banner:

    web_history_warning_banner.png

  6. Click Export to export the report to an Excel spreadsheet or PDF. Click Print to get a paper copy.

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    Ms Angela S

    This info is found under Reports instead of Settings, as listed in the Number 1 task description.

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