The Rebooking report is used to show how many services or classes were booked and how many were rebooked on the Calendar or at Checkout during the selected timeframe.
Prerequisites: This feature is available for all Vagaro businesses.
Running this report on a phone shows the data in a separate card for each employee.
To run the Booking and Rebooking Performance report:
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Go to → → → .
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At the top of the screen, select the Date Range of bookings.
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Optionally, select the Filters
button in the top-right corner of the screen to filter the contents of the report.
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Employees: Select the employees whose bookings to include, or select All Employees.
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Customer: Select the customers whose bookings to include, or select All Customers.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Sort By: Select whether to sort the report by Employee, number of Booked appointments, or number of ReBooked appointments.
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Optionally, at any time after running the report, select the Action
menu to perform the following additional tasks:
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Star: Bookmark this report at the top of the → menu.
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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Running this report on the web, tablet, Pay Desk, or PayPro shows the data in a table.
To run the Booking and Rebooking Performance report:
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Go to → → .
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At the top of the screen, set the filters for your report, then select Run Report.
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Date Range: Select the start and end dates of the report, then select Submit.
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Employees: Select the employees whose bookings to include, or select All Employees.
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Customer: Select the customers whose bookings to include, or select All Customers.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Optionally, sort the appointments by selecting the column headers at the top of the report.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
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Generating this report will show the following information about your employees' booking performance:
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Employee: The name of the employee.
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Booked: The number of appointments booked with that employee during the date range, excluding rebooked appointments.
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Rebooked: The number and percentage of appointments that the employee rebooked at checkout or on the Calendar.
Comments
8 comments
I would like to know more about how to interpret this report. The numbers on the report don't match the numbers in the calendar. For example, my report for one of my employees says she has 2 appointments booked and 1 rebooked. In this timeframe, she had 4 appointments booked. I just don't understand where these numbers are coming from and how to interpret that data - and I can't find any support for this.
i agree ^ i don't understand how this report collects its data. i'd like a more accurate report for rebooking.
i wish there was a feature that can override a rebook , if it is out of the stylist normal work hours . for example: if a stylist day off is on a thursday , but she has a client who is rebooking when checking out, and that client needs to make her next appointment on a thursday for what ever reason, and the stylist agrees to come in on her day off......the system doesn't allow you to book that service with the rebook option...it says nothing is available on that day ,there should be an option to see or check that day even if it it full of out of working hours. The only way you can make that appointment is to go to that day and do it on the calendar directly. so if your a salon that has to track rebooks your not getting the right % of rebooks for that stylist.
CAN I REQUEST A FEATURE FOR THIS?
Yes, you can request a feature. At the top of this page, there is a link for New Feature Request. You can look through the requests to see if your issue has been requested by someone else and add your vote to it, or enter your own request for consideration.
And, while I understand it is not as convenient as the rebook option, you can manually enter a new appointment for a date and time outside of normal working hours.
These reports are not accurate or I don't understand how the data is collected.
Nekesha: I believe that we're working on ways to show in certain reports (not sure which ones at the start) how the numbers are derived. In the meantime, please contact support to get an explanation for anything that's not clear.
When I try to pull up these reports they all just show as 0 as if I don't have access or my account isn't configuring them. Is there something i need to do on my end to turn this feature on?
This is not one of the reports that has had the breakdown/explanation of how the numbers are derived added yet.
Carly: When I run the rebooking report for almost any period/date-range for your account, I see numbers, not zeros. If the report isn't working for you, please contact Support for help.
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