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Track Bookings with the Source Report

Vagaro Support
Vagaro Support
• Updated

The Source report is made up of two pie charts that show the number and proportion of appointments that customers booked with you. Run the Source report to see how many customers were booked in-house by employees versus online by customers. Online sources include the Vagaro Marketplace, your MySite, Google, Apple Maps, Facebook, Instagram, and Yelp.

Prerequisites: This feature is available for all Vagaro businesses.

Run the Report

There are two pie charts in the Source report that show how employees and customers scheduled services and classes.

  • The In House chart shows the proportion of appointments booked by your employees on the web version of Vagaro or, if they used the Vagaro Pro app, grouped by the device type they booked on (such as iPhone or Android).

    in-house_chart_web_2x.png

  • The Online chart shows the proportion of appointments customers booked themselves and where they made the booking, such as on your social media pages, through a marketing campaign, or directly on the Vagaro Marketplace.

    online_source_chart_web_2x.png

The Online chart shows you how many of your appointments were booked using:

On a Phone

On the phone, the Source report shows all appointments grouped by In House and Online in two different pie charts.

You can switch to the Grid view to show all your data as a table instead.

To run the Source report:

  1. Select More This is an icon used to go to the More initial navigation step on the Vagaro website and the Vagaro Pro app. → Reports → Source.

  2. At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.

    date_range_vpro_2x.png

  3. Optionally, in the top-right corner, select Filters filters_icon_2x.png, set any of the following filters, and then select Run Report.

    • Employees: Show data for all employees or a specific set of employees.

    • Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.

    • Customer Type: Show data for new, returning, or all customers.

    • Include Past Employees: Include data for employee profiles removed from your business.

  4. Optionally, in the top-right corner, select Action Three vertically stacked circles, representing a menu or more options icon., then:

    • Select Hide Legend or View Legend to close or display the report's legend.

    • Select Grid View or Chart View to view the report as a pie chart or as a table.

    • Select Star or Remove Star to bookmark or unbookmark.

    • Select Print to get a hard copy of the report.

    • Select Export PDF or Export Excel to download this report.

On a Computer, Tablet, Pay Desk, or PayPro

The Source report shows all appointments grouped by In House and Online in two different pie charts.

appointment_source_pie_web_2x.png

You can switch to the Grid view to show all your data as a table instead.

appointment_source_grid_web_2x.png

To run the Source report:

  1. Select Reports Decorative solid black rectangle, which is usually an icon for reports or charts. → Source.

  2. Set the date range for your report:

    1. In the top-right corner, select Date Range calendar-regular-full.png to open the date picker.

    2. Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.

    3. If you manually selected a date range, select Submit.

    date_range_report_web_2x.png

  3. Optionally, in the top-right corner, select Filters filter-solid-full.png, set any of the following filters, and then select Run Report.

    • Employees: Show data for all employees or a specific set of employees.

    • Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.

    • Customer Type: Show data for new, returning, or all customers.

    • Include Past Employees: Include data for employee profiles removed from your business.

  4. Optionally, depending on the selected view, use the Chart or Grid list to switch between the two views.

    change_chart_view_web_2x.png

  5. Optionally, sort, print, or export the report:

    • When on the Grid view, select a column header to sort the report.

    • Select Print print-solid-full.png to get a hard copy of the report.

    • Select Export download2.png to save the report to an Excel or PDF file (computer version only).

Drill Into Each Source

You can drill into each source to see which appointments are included in the report. Each appointment will include the following information:

  • Customer Name: The customer who booked the service.

  • Appointment Date: The date of the appointment.

  • Status: The current status of the appointment.

  • Service/Class Name: The service/class associated with the appointment.

  • Amount Paid: The amount your customer paid for the service or class.

  • New/Returning Customer: Whether the customer is new or has visited your business before.

  • Appointment Source: Where the appointment came from.

On a Phone

To drill through the report:

  • From the Chart view, select a section of the pie chart to drill through.

  • From the Grid view, select a card to drill through.

All appointments associated with the source will appear as a table.

On a Computer, Tablet, Pay Desk, or PayPro

To drill through the report:

  • From the Chart view, select a section of the pie chart to drill through.

  • From the Grid view, select one of the cells to drill through.

All appointments associated with the source will appear as a table.

drill_through_source_web_2x.png

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