Booking reports: Difference between revisions
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|title=Booking reports - SimplyBook.me | |title=Booking reports - SimplyBook.me | ||
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<br><br> | <br><br> | ||
=Visitor Counter= | =Visitor Counter= | ||
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=Daily Report= | =Daily Report= | ||
allows to receive the list of bookings to your company email address on everyday basis. | allows to receive the list of bookings to your company email address on everyday basis. | ||
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=Booking details= | =Booking details= | ||
'''Video tutorial''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=7Yt7rL9QEII]] | '''Video tutorial''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=7Yt7rL9QEII]] | ||
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You can find the list of all your bookings in Reports // Booking details. <br> | You can find the list of all your bookings in Reports // Booking details. <br> | ||
In this report you can: | In this report you can: | ||
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[[File:Booking details report new.png|1200px | center|link=https://help.simplybook.me/images/4/43/Booking_details_report_new.png]] | [[File:Booking details report new.png|1200px | center|link=https://help.simplybook.me/images/4/43/Booking_details_report_new.png]] | ||
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<br><br> | <br><br> | ||
------------- | ------------- | ||
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=Client report= | =Client report= | ||
You can find the list of all your clients and bookings made by them in Reports // Client report. <br> | You can find the list of all your clients and bookings made by them in Reports // Client report. <br> | ||
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<li>whether the client(s) have used the client app (if [[Client mobile app|client mobile app]] feature is enabled).</li> | <li>whether the client(s) have used the client app (if [[Client mobile app|client mobile app]] feature is enabled).</li> | ||
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</ol> | </ol> | ||
*export bookings to Excel or .csv (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br> | *export bookings to Excel or .csv (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br> | ||
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[[File:Client report new upd.png|1200px | center|link=https://help.simplybook.me/images/f/f8/Client_report_new_upd.png]] | [[File:Client report new upd.png|1200px | center|link=https://help.simplybook.me/images/f/f8/Client_report_new_upd.png]] | ||
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<br><br> | <br><br> | ||
------------- | ------------- | ||
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=Report per specific client= | =Report per specific client= | ||
<br><br> | <br><br> | ||
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The following reports are available: | The following reports are available: | ||
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* Booking details | * Booking details | ||
* Payment transactions | * Payment transactions | ||
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<br><br> | <br><br> | ||
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------------- | ------------- | ||
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=Message report= | =Message report= | ||
You can find the list of all your '''sms messages''' that were sent from the system in Reports//SMS (text messages) report in the first tab.<br> | You can find the list of all your '''sms messages''' that were sent from the system in Reports//SMS (text messages) report in the first tab.<br> | ||
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[[File:Sms report new upd.png|1200px | center|link=https://help.simplybook.me/images/9/93/Sms_report_new_upd.png]] | [[File:Sms report new upd.png|1200px | center|link=https://help.simplybook.me/images/9/93/Sms_report_new_upd.png]] | ||
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<br><br> | <br><br> | ||
In the second tab, '''Message log''' you can: | In the second tab, '''Message log''' you can: | ||
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=Reviews list= | =Reviews list= | ||
You can find a list of all feedback posts your clients left in Reports//Reviews.<br> | You can find a list of all feedback posts your clients left in Reports//Reviews.<br> | ||
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[[File:Reviews report new.png|1200px | center|link=https://help.simplybook.me/images/9/97/Reviews_report_new.png]] | [[File:Reviews report new.png|1200px | center|link=https://help.simplybook.me/images/9/97/Reviews_report_new.png]] | ||
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<!--- | <!--- | ||
------------- | ------------- | ||
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=Payment transactions report= | =Payment transactions report= | ||
You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br> | You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br> | ||
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'''Recurring profiles''' tab allows to: | '''Recurring profiles''' tab allows to: | ||
*view/cancel membership recurring profiles; | *view/cancel membership recurring profiles; | ||
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[[File:Recurring profiles new.png|1200px|center|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]] | [[File:Recurring profiles new.png|1200px|center|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]] | ||
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<br><br> | <br><br> | ||
The third, '''Outstanding balance''', tab allows to: | The third, '''Outstanding balance''', tab allows to: | ||
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[[File:Outstanding balance report new.png|1200px|center|link=https://help.simplybook.me/images/f/f5/Outstanding_balance_report_new.png]] | [[File:Outstanding balance report new.png|1200px|center|link=https://help.simplybook.me/images/f/f5/Outstanding_balance_report_new.png]] | ||
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<br><br> | <br><br> | ||
------------- | ------------- | ||
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=Pending bookings list= | =Pending bookings list= | ||
You can access it from calendar page if [[Custom_Features#Approve_Bookings | Approve bookings]] custom feature is on.<br> | You can access it from calendar page if [[Custom_Features#Approve_Bookings | Approve bookings]] custom feature is on.<br> | ||
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[[File:Pending bookings report new.png|1200px | center|link=https://help.simplybook.me/images/9/97/Pending_bookings_report_new.png]] | [[File:Pending bookings report new.png|1200px | center|link=https://help.simplybook.me/images/9/97/Pending_bookings_report_new.png]] | ||
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<br><br> | <br><br> | ||
------------- | ------------- | ||
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=Sales report= | =Sales report= | ||
Can be accessed in Reports//Sales report section. It can give you various charts, tables and diagrams on sales statistics.<br> | Can be accessed in Reports//Sales report section. It can give you various charts, tables and diagrams on sales statistics.<br> | ||
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<!---- | <!---- | ||
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=Membership payments= | =Membership payments= | ||
You can see it in Reports//Membership payments. Can be accessed if [[Custom_Features#Membership | Membership]] custom feature is on.<br> | You can see it in Reports//Membership payments. Can be accessed if [[Custom_Features#Membership | Membership]] custom feature is on.<br> | ||
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[[File:Membership reeport new.png|1200px | center|link=https://help.simplybook.me/images/d/d5/Membership_reeport_new.png]] | [[File:Membership reeport new.png|1200px | center|link=https://help.simplybook.me/images/d/d5/Membership_reeport_new.png]] | ||
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------------- | ------------- | ||
=Classes report= | =Classes report= | ||
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------------- | ------------- | ||
=Issued packages= | =Issued packages= | ||
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=Issued coupons= | =Issued coupons= | ||
Can be accessed if you are using [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift cards]] custom feature.<br> | Can be accessed if you are using [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift cards]] custom feature.<br> | ||
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[[File:New gift cards report.png|1200px | center|link=https://help.simplybook.me/images/1/1e/New_gift_cards_report.png]] | [[File:New gift cards report.png|1200px | center|link=https://help.simplybook.me/images/1/1e/New_gift_cards_report.png]] | ||
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=Personal data reports= | =Personal data reports= | ||
Can be accessed in Reports//Personal data reports after you retype your password.<br> | Can be accessed in Reports//Personal data reports after you retype your password.<br> | ||