The Source report, also known as the Appointment Source Distribution report is made up of two pie charts that show the number proportion of appointments that were booked in-house by your employees and online by your customers, such as on the Vagaro Marketplace, your MySite, Google, Apple Maps, Facebook, Instagram, and Yelp.
This report will show you how many of your appointments were booked using:
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The Vagaro Marketplace: Appointments booked through Vagaro, excluding appointments booked from getting featured or Daily Deals.
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MySite: Appointments booked through your custom MySite.
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Check-In App: Appointments booked through the Check-In App.
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Google: Appointments booked through Vagaro's Google integration.
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Yelp: Appointments booked through Vagaro's Yelp integration.
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Apple Maps: Appointments booked through Vagaro's Apple Maps integration.
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Facebook App: Appointments booked through Vagaro's Facebook integration.
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Widget: Appointments booked through the online booking widget.
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Instagram: Appointments booked through Vagaro's Instagram integration.
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Branded App: Appointments booked through your personalized app.
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Featured Business: Appointments booked from the Featured section and advertisements on Vagaro.
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Daily Deals: Appointments booked through a Daily Deal promotion on Vagaro.com.
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Email/Text Marketing: Appointments booked through a text marketing/email campaign.
Prerequisites: This feature is available for all Vagaro businesses.
To run the Source report:
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Go to + → → .
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At the top of the screen, select the Date Range to report on. The data is automatically updated each time you select a different date range.
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Select the Filter
button to set your report's filters, then select Run Report.
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Employees: Select the employees whose bookings to include, or Select All to include them all.
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Customer Type: Select whether to include New Customers, Returning Customers, or 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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Include Past Employees: Whether to include employees who no longer work at your business.
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Optionally, select the Action
button to perform the following additional tasks:
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Hide Legend or View Legend: Close or display the report's legend.
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Grid View or Chart View: Switch between showing the report as pie charts or in tables.
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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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To run the Source report:
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Open the report screen.
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Web Version: At the top of the screen, select Reports, then in the side menu under the Appointments heading, select Source.
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Tablet or Pay Desk: At the bottom of the screen, select Reports, then under the Appointments heading, select Source.
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At the top of the screen, select Reports, then in the side menu under the Appointments heading, select Source.
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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 Type: Select whether to include New Customers, Returning Customers, or All Customers.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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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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Include Past Employees: Whether to include employees who no longer work at your business.
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Select Grid View to view the report's information in a table; select Chart View to go back to looking at the information as charts.
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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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There are two pie charts displayed when you run the Source report to show how employees and customers scheduled services and classes. The right chart shows your online bookings and whether they were made booked on your Vagaro Listing Page, via email or text campaigns, booking widget(s), MySite or other business website, or social media. You can also switch between a grid view, which focuses on the actual numbers or percentage values, and back to the pie chart view.
The In-House Source report shows the proportion of appointments that were booked by your employees on the web version of Vagaro or the device type if they used the app. For example, if you select the iPhones slice, you will see which customers' appointments were booked by employees using an iPhone.
The Online Source shows the proportion of appointments that customers booked themselves and where they made the booking, such as on your social media pages, marketing campaign, or directly on the Vagaro Marketplace. For example, if you select the Email/Text Marketing slice, you will see which customers' appointments were booked by customers by clicking on a link in one of your email or text marketing messages.
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