Booking reports: Difference between revisions

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You can find the list of all your clients and bookings made by them in Reports // Client report.

In this report you can:

*click on ~~“View”~~ to see the bookings ~~related~~ to ~~particular client~~;

*click on “View details” per each row to see details of the particular client;

*click on "View history" to get the list of bookings made by the specific client (with export to Excel option);

*send email/sms to your clients;

*block, unblock or delete some clients if necessary;

*navigate to merging client records page (if [[Client Login custom feature|Client login]] feature is enabled)

*filter bookings by:

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<li>service;</li>

<li>service provider;</li>

<li>client.</li></ol>

<li>client;</li>

*export bookings to Excel (use filters to export bookings for particular date range or for particular provider, select what columns to export).

<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>

</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).

You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.

[[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=

@@ Line 48: / Line 48: @@
 You can find the list of all your clients and bookings made by them in Reports // Client report. <br>
 In this report you can:
-*click on “View” to see the bookings related to particular client;
+*click on “View details” per each row to see details of the particular client;
+*click on "View history" to get the list of bookings made by the specific client (with export to Excel option);
 *send email/sms to your clients;
+*block, unblock or delete some clients if necessary;
+*navigate to merging client records page (if [[Client Login custom feature|Client login]] feature is enabled)
 *filter bookings by:
 <ol style="list-style-type: circle;">
@@ Line 55: / Line 58: @@
 <li>service;</li>
 <li>service provider;</li>
-<li>client.</li></ol>
+<li>client;</li>
-*export bookings to Excel (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br>
+<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>
+</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>
 You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.
 [[File:Client report new upd.png|1200px | center|link=https://help.simplybook.me/images/f/f8/Client_report_new_upd.png]]
@@ Line 62: / Line 69: @@
 <br><br>
 -------------
 =Report per specific client=
 <br><br>