Icon
Small business funding from Vagaro
Learn More
Expand your business with Buy Now, Pay Later
Learn More

Appointments Summary Report

Comments

10 comments

  • Avatar
    Di Di Payne-Kimbrough

    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? 

    2
  • Avatar
    Charles I

    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: 

    • Click Customers at the top of the screen. 
    • Select the customer. 
    • Click the Appointments tab.
    • Click the All Statuses option. Then select the status. This allows you to print the report based on the status you prefer. 
    • Once you've selected the filter you want to apply, click Search. At the top-right of the screen, you can export the list to an Excel file or print a copy for your records. 

    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. 

    0
  • Avatar
    Melissa

    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?

    0
  • Avatar
    Miranda B

    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!

    0
  • Avatar
    Janna Ross

    This report should show which customers had deleted appointments, not just how many were deleted.

    1
  • Avatar
    Donna J

    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.

    0
  • Avatar
    Michelle Vierra

    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.

    0
  • Avatar
    Donna J

    Please consider entering this as a feature request. Thanks!

    0
  • Avatar
    Jamie Ferris

    This report is pointless if you can’t see the client name/info that was deleted, canceled, etc

    0
  • Avatar
    Jamie Bennett

    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

    0

Please sign in to leave a comment.