Booking reports/en: Difference between revisions
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<br><br> | <br><br> | ||
=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]] | [[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> | |||
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> | ||
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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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*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> | ||
</ol> | </ol> | ||
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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]] | ||
<br><br> | <br><br> | ||
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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=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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=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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=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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=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; | ||