Vera Fill My Books promotes your last-minute openings and brings new customers to your business. The Dashboard tab shows how much revenue Vera has brought in, which customers booked, and the fee for each sale, so you can see whether Fill My Books is paying off.
A fee only applies when a customer uses a deal, either one Vera created or one you created yourself. The fee is a percentage of the sale: 20% for new customers Vera brings in and 5% for existing customers.
The Dashboard tab gives you a quick look at how Fill My Books is doing for your business. You can see how much revenue Vera has brought in for any date range or since you turned on Fill My Books, how much came from new customers versus existing customers, and which services they booked.
To see Fill My Books revenue:
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Go to Vera Fill My Books:
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Phone: Select More
→ → .
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Computer, Tablet, Pay Desk, or PayPro: Select Settings
→ .
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Go to the Dashboard tab.
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In the Vera's Performance section, select the date range you want to review.
The dashboard shows the following:
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Lifetime Value: Lifetime revenue Vera-created deals and your daily deals have generated since you turned it on. The activation date appears in the top-right corner. This total does not change when you change the date range.
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Vera Acquired Customers: Revenue and number of customers from new customers that Vera brought to your business. Revenue includes every visit and purchase these customers make after Vera brings them in, not just their first appointment.
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Existing Customers: Revenue and number of customers from people who already visited your business and booked a last-minute opening that Vera promoted.
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Revenue from Vera: Combined revenue from new and existing customers. The chart shows which services these customers booked and how many times.
The percentage under each total compares the current date range with last month.
This report shows every sale from customers Vera brought to your business, not just their first appointment. Once Vera brings in a new customer, their return visits and anything they buy in-store or online also appear here. This helps you see the full value of each customer Vera found for you.
Note
Not every sale in this report has a fee. Fill My Books charges a fee only on sales where the customer uses a deal. For example, a new customer books their first appointment with a Vera-created deal. A month later, they come back and book at your regular price. Both visits appear in this report, but only the first visit has a fee.
To review Vera Acquired Customers:
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In the Vera's Performance section, select the date range you want to review.
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From the Dashboard, select Vera Acquired Customers.
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Review each sale in the report.
On a computer, tablet, Pay Desk, or PayPro, the report shows the following information:
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Date: Date and time of the sale.
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Customer: Name of the customer.
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Appt Status: New if this was the customer's first appointment with your business, or Returning if they've visited your business before.
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Item Sold: The item the customer paid for, like a service, class, product, etc. A Refund label means the sale was refunded.
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Service Provider: Employee who provided the service.
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Revenue: Full checkout amount before taxes. Refunds show as a negative amount.
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Fee: Fill My Books fee for the sale. -- means the customer did not use a deal, so you were not charged a fee for that sale.
The Total row at the bottom adds up the revenue for every sale in the current date range.
On a phone, each sale appears as a card instead of a row in a table.
Use this report to see which of your existing customers booked a last-minute opening that Vera promoted, and how much those appointments brought in. Customers who are new to your business appear under Vera Acquired Customers instead.
To review existing customers:
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In the Vera's Performance section, select the date range you want to review.
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From the Dashboard, select Existing Customers.
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Review each sale in the report.
On a computer, tablet, Pay Desk, or PayPro, the report shows the following information:
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Date: Date and time of the sale.
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Customer: Name of the customer.
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Appt Status: Returning if the customer has visited your business before, or New if they said they’re a returning customer but booked with a new account.
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Item Sold: The item the customer paid for, like a service, class, product, etc. A Refund label means the sale was refunded.
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Service Provider: Employee who provided the service.
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Revenue: Full checkout amount before taxes. Refunds show as a negative amount.
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Fee: Fill My Books fee for the sale.
The Total row at the bottom adds up the revenue for every sale in the current date range.
On a phone, each sale appears as a card instead of a row in a table.
You can drill through the Vera Acquired Customers and Existing Customers cards to see more information about fee charges. The Fee for each sale shows whether Fill My Books charged a fee and which rate applied. This is the quickest way to check a specific sale, like a new customer’s first appointment or a last-minute opening an existing customer filled. Sales where the customer didn’t use a deal don’t have a fee.
To see fee charges:
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From the Dashboard, in the Vera's Performance section, select the date range you want to review.
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Select Vera Acquired Customers or Existing Customers to drill through.
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Check the Fee for each sale.
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Optionally, search by transaction date, appointment date, or customer name.
On a computer, tablet, Pay Desk, or PayPro, the Fee is shown as a column with one of the following:
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20% New Customer: A new customer that Vera brought in used a deal.
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5% Existing Customer: An existing customer used a deal to book a last-minute opening or booked a manually created deal.
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--: No fee. The customer did not use a deal.
On a phone, the fee is shown on the card.
Use the Sales Summary report to see the total Fill My Books fees for a date range, instead of adding up the fee for each sale on the Dashboard. The report also shows any fees returned to you for refunded sales.
On a phone, the report displays sales types, business costs (if applicable), and total sales as individual cards.
To run the Sales Summary Report:
Find these two amounts in the report:
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Fill My Books Fee Summary: Total Fill My Books fees charged on sales in the selected dates.
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Fill My Books Fee Refund: Fees returned to you because a sale that had a fee was refunded. This amount shows in parentheses because it lowers your total fees.
Note
In the UK, these amounts are called Marketplace Fee Summary and Marketplace Fee Refund. They include Marketplace, Fill My Books, and Daily Deal fees.
To find what you paid in fees for the selected dates, subtract Fill My Books Fee Refund from Fill My Books Fee Summary. For example, if Fee Summary shows $200.00 and Fee Refund shows ($20.00), you paid $180.00 in fees.
The Sales Summary report shows a summary of each sales type, business cost (if applicable), and total sale amount.
To run the Sales Summary Report:
Find these two amounts in the report:
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Fill My Books Fee Summary: Total Fill My Books fees charged on sales in the selected dates.
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Fill My Books Fee Refund: Fees returned to you because a sale that had a fee was refunded. This amount shows in parentheses because it lowers your total fees.
Note
In the UK, these amounts are called Marketplace Fee Summary and Marketplace Fee Refund. They include Marketplace, Fill My Books, and Daily Deal fees.
To find what you paid in fees for the selected dates, subtract Fill My Books Fee Refund from Fill My Books Fee Summary. For example, if Fee Summary shows $200.00 and Fee Refund shows ($20.00), you paid $180.00 in fees.
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