The Appointment Summary gives a graphical representation of the number of your business's appointments based on appointment status for a selected date range. After generating the report, you can further refine the results by day, week, month, or year.
Prerequisites: This feature is available for all Vagaro businesses.
To run the Appointment Summary 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: Select one or more customers to include, or select All Customers.
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Appointment Status: Select one or more appointment statuses to include.
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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, above the chart's legend, select a date type to further break down the results by day, week, month, or year.
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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 Appointment Summary report:
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At the top of the screen, select Reports, then in the side menu under the Appointments heading, select Appointments Summary.
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At the top of the screen, set the filters for your report, then select Run Report.
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Appointment From-To: 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 to include them all.
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Customer: Select one or more customers to include, or select All Customers.
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Advanced Filters:
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Appointment Status: Select one or more appointment statuses to include.
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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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Below Chart View, select the Month list to segment the report by Day, Week, Month, or Year.
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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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The Appointment Summary Report shows the status of all appointments in a bar graph within the selected date range. All appointments that you or the customer book will initially display as Service Pending before they are checked out. This report is perfect for analyzing your no-shows, cancellations, and upcoming appointments in one report. If you want to dig deeper into the appointments that were cancelled, or which customers no-showed to their appointments, run the Cancellation and No-Shows Report.
Six types of appointments are color-coded in the Chart View. The Legend on the right side of the report displays what each color represents. You can select (mobile) or hover over (web, tablet, or Pay Desk) a section of the bar chart to see how many appointments are categorized as that appointment type:
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Requested: Requested appointments on the Calendar that have not been approved by the business.
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Accepted: Requested appointments on the Calendar that have been accepted.
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Awaiting Confirmation: An appointment confirmation was sent to the customer.
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Confirmed: The customer has confirmed the appointment.
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Show: Appointments marked as Show on the Calendar.
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Cancelled: You or the customer cancelled the appointment.
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Deleted: You deleted the appointment from the calendar.
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Denied: You denied a pending appointment.
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No-Show: You marked the appointment as a No-Show on the Calendar.
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Ready to Start Appointments marked as Ready to Start on the Calendar.
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In Progress: Appointments marked as In Progress on the Calendar.
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Service Completed: You checked out the appointment.
Comments
10 comments
This report is useless. LOL.
I hate that we have to make a new forum for something that is similar.
I need to be able to run a report that shows All appointments that are NOT checked out or showing pending. I need to be able to see the actual person / date of the appointment that is not checked out. Sometimes I check out appointments in the mobile app and they do not check out on the web and therefore the reporting is off. How can I get a report like that?
Hi Di Di.
In this case, I would also advise doing this from the customer's profile, but you would have to run this report from the web version. Follow these steps:
You would have to do this individually for each customer but you would at least be able to see each customer's appointments based on the status. I can send a feature request to our development team.
What is the difference between this report and the Cancellation/NO Show report? When I run this report it shows 4 cancellations for today - when I run the Cancellation/NO Show report it shows 16 cancellations for today. Help?
Hi Melissa,
Please reach out to our Support Team directly so they can look into this further with you and get you an answer to why this is happening. You can reach them at sales.vagaro.com/contact by phone, email, or live chat.
Thank you!
This report should show which customers had deleted appointments, not just how many were deleted.
The Cancellations and No Shows report will give you that information. You can select a date rate and an "Event" type (appointment or class). If you do not select a particular customer, it will include all customers. Lastly, under Advanced Filters, you can select the Status type: No Show, Cancel, Denied, Deleted, or run for All statuses.
When the report runs, you can sort the columns on any heading, like Customer.
Hope this provides the information you need.
It would be more helpful if there was a toggle that could show what appointments were on the book and canceled. Rosy Salon Software does this & it's so nice to see what was on your day.
Please consider entering this as a feature request. Thanks!
This report is pointless if you can’t see the client name/info that was deleted, canceled, etc
Hi Jamie,
The Appointment Summary report provides a high-level view of your appointment statuses over a set time period. If you want to dig deeper, you can use the Cancellation & No-Show report to see the exact customers that cancelled or no-showed to your appointments. I will submit this comment as a feature request, and we appreciate your feedback.
Thanks,
Jamie
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