The Appointments Summary report shows your business's appointments as a chart, grouped by appointment status, for a date range you choose. 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.
The report shows all your appointments' statuses, which are color-coded in the Chart view. The Legend at the bottom of the report shows what each color represents. You can tap (Vagaro Pro app) or hover over (computer) the data to see a numerical breakdown of the appointments.
You can switch to the Grid view to show all your data as a table instead of a bar chart.
The report contains the following:
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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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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: The service provider is currently performing the appointment.
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Cancelled: You or the customer cancelled the appointment.
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Service Completed: You checked out the appointment.
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Deleted: You deleted the appointment from the calendar.
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Denied: You denied a pending appointment.
On the phone, the Appointment Summary report shows all appointments grouped by status in a bar chart.
To run the Appointment Summary report:
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Select More
→ → .
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At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Appointment Status: Show data for all or a specific set of appointment statuses.
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Optionally, next to Filters
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Select Hide Legend or View Legend to close or display the report's legend.
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Select Grid View or Chart View to view the report as a bar chart or as a table.
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The Appointment Summary shows all appointments grouped by status in a bar chart.
To run the Appointment Summary report:
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Select Reports
→ .
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Set the date range for your report:
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In the top-right corner, select Date Range
to open the date picker.
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Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.
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If you manually selected a date range, select Submit.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Appointment Status: Show data for all or a specific set of appointment statuses.
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Optionally, depending on the selected view, use the Chart or Grid list to switch between the two.
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Optionally, when on the Chart View, use the Chart list to group data by the Day, Week, Month, or Year.
You can drill into each appointment from the Appointment Summary to see which appointments were no-shows, cancelled, in progress, and so on.
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Customer Name: The customer who booked the service.
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Appointment Date: The date of the appointment.
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Status: The current status of the appointment.
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Service Name: The service associated with the appointment.
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Employee: The employee performing the service.
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Amount: The service's price.
Comments
4 comments
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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