Booking reports: Difference between revisions
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|title=Booking reports - SimplyBook.me | |||
|description=Generate detailed booking reports to track performance and gain insights into your business. Access the guide here! | |||
|titlemode=append | |||
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content | |||
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=Visitor Counter= | =Visitor Counter= | ||
The results are shown on Dashboard page in your admin interface if the [[ | The results are shown on Dashboard page in your admin interface if the [[Special:MyLanguage/Visitor_Counter_custom_feature | corresponding]] custom feature is enabled.<br> | ||
It gives the option to track visits to your booking site. | It gives the option to track visits to your booking site. | ||
[[File:Visitor counter dashboard redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]] | |||
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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. | ||
You need to enable [[ | You need to enable [[Special:MyLanguage/Daily_Report_custom_feature | Daily report]] custom feature to receive such information.<br> | ||
You can set it to be sent during the morning hours, for example, and get prepared for the day.<br> | You can set it to be sent during the morning hours, for example, and get prepared for the day.<br> | ||
It is also possible to choose to receive the information on: | It is also possible to choose to receive the information on: | ||
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=Booking details= | =Booking details= | ||
'''Video tutorial''' | '''Video tutorial''' | ||
<p><youtube>7Yt7rL9QEII</youtube></p> | |||
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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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<li>unique booking code;</li> | <li>unique booking code;</li> | ||
<li>status (all bookings, cancelled bookings, non-cancelled bookings);</li> | <li>status (all bookings, cancelled bookings, non-cancelled bookings);</li> | ||
<li>payment status (if [[Accept payments custom feature|accept payments]] feature is enabled);</li> | <li>payment status (if [[Special:MyLanguage/Accept payments custom feature|accept payments]] feature is enabled);</li> | ||
<li>client promotion status (to see only subscribed of unsubscribed ones).</li> | <li>client promotion status (to see only subscribed of unsubscribed ones).</li> | ||
</ol> | </ol> | ||
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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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=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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*send email/sms to your clients; | *send email/sms to your clients; | ||
*block, unblock or delete some clients if necessary; | *block, unblock or delete some clients if necessary; | ||
*navigate to merging client records page (if [[Client Login custom feature|Client login]] feature is enabled) | *navigate to merging client records page (if [[Special:MyLanguage/Client Login custom feature|Client login]] feature is enabled) | ||
*filter bookings by: | *filter bookings by: | ||
<ol style="list-style-type: circle;"> | <ol style="list-style-type: circle;"> | ||
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<li>client;</li> | <li>client;</li> | ||
<li>client promotional subscription status;</li> | <li>client promotional subscription status;</li> | ||
<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 [[Special:MyLanguage/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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=Report per specific client= | =Report per specific client= | ||
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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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=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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In the second tab, '''Message log''' you can: | In the second tab, '''Message log''' you can: | ||
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[[File:Message log report new.png|1200px|center|link=https://help.simplybook.me/images/3/37/Message_log_report_new.png]] | [[File:Message log report new.png|1200px|center|link=https://help.simplybook.me/images/3/37/Message_log_report_new.png]] | ||
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The third tab, '''Contact widget report''' can be used when [[Contact Widget custom feature|contact widget custom feature]] is enabled and allows to: | The third tab, '''Contact widget report''' can be used when [[Special:MyLanguage/Contact Widget custom feature|contact widget custom feature]] is enabled and allows to: | ||
*view the list of messages left by clients or potential clients on the booking website and respond to them; | *view the list of messages left by clients or potential clients on the booking website and respond to them; | ||
*filter messages by: | *filter messages by: | ||
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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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[[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]] | [[File:Payment transactions report new.png|1200px | center|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]] | ||
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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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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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=Pending bookings list= | =Pending bookings list= | ||
You can access it from calendar page if [[ | You can access it from calendar page if [[Special:MyLanguage/Approve_Bookings_custom_feature | Approve bookings]] custom feature is on.<br> | ||
In this report you can: | In this report you can: | ||
*see/approve/decline pending bookings; | *see/approve/decline pending bookings; | ||
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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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=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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[[File:Sales report path redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/05/Sales_report_path_redesigned.png]] | [[File:Sales report path redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/05/Sales_report_path_redesigned.png]] | ||
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=Membership payments= | =Membership payments= | ||
You can see it in Reports//Membership payments. Can be accessed if [[ | You can see it in Reports//Membership payments. Can be accessed if [[Special:MyLanguage/Membership_custom_feature | Membership]] custom feature is on.<br> | ||
This report can allow you to: | This report can allow you to: | ||
*see memberships purchased by your clients; | *see memberships purchased by your clients; | ||
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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= | ||
Can be accessed in Reports//Classes report if you are using [[ | Can be accessed in Reports//Classes report if you are using [[Special:MyLanguage/Classes_custom_feature | Classes]] custom feature.<br> | ||
This report can give you the information on every class participants. <br> | This report can give you the information on every class participants. <br> | ||
Please filter the report by: | Please filter the report by: | ||
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[[File:Classes report new.png|1200px | center|link=https://help.simplybook.me/images/7/79/Classes_report_new.png]] | [[File:Classes report new.png|1200px | center|link=https://help.simplybook.me/images/7/79/Classes_report_new.png]] | ||
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=Issued packages= | =Issued packages= | ||
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=Issued coupons= | =Issued coupons= | ||
Can be accessed if you are using [[ | Can be accessed if you are using [[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature | Coupons & Gift cards]] custom feature.<br> | ||
In this report you can: | In this report you can: | ||
*see which coupons were issued; | *see which coupons were issued; | ||
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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> | ||
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[[File:New gdpr report.png|1200px| center|link=https://help.simplybook.me/images/f/fa/New_gdpr_report.png]] | [[File:New gdpr report.png|1200px| center|link=https://help.simplybook.me/images/f/fa/New_gdpr_report.png]] | ||
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