Booking reports: Difference between revisions

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Created page with ";Detailed report You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can: :- export bookings to excel (use filters to export booki..."
 
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;Detailed report
;Detailed report
You can find the list of all your bookings in '''Reports//Detailed report'''. In this report you can:
You can find the list of all your bookings in '''Reports // Detailed report'''. In this report you can:
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
:- send email/sms to your clients
:- send email/sms to your clients
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::*client  
::*client  
::*unique booking code
::*unique booking code
::*status (all bookings, cancelled bookings, non-cancelled bookings)
::*status (all bookings, cancelled bookings, non-cancelled bookings)<br/>
[[File:DetailedReport750.png | center ]]<br/>
 
;Client report
;Client report
You can find the list of all your client and bookings made by them in '''Reports//Client report'''. In this report you can:
You can find the list of all your client and bookings made by them in '''Reports // Client report'''. In this report you can:
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
:- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
:- send email/sms to your clients
:- send email/sms to your clients
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::*service provider
::*service provider
::*client  
::*client  
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone. <br/>
[[File:ClientReport750.png | center ]]<br/>

Revision as of 15:29, 24 March 2016

Detailed report

You can find the list of all your bookings in Reports // Detailed report. In this report you can:

- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
- send email/sms to your clients
- filter bookings by:
  • date of the booking
  • date when the booking was made
  • service
  • service provider
  • client
  • unique booking code
  • status (all bookings, cancelled bookings, non-cancelled bookings)


Client report

You can find the list of all your client and bookings made by them in Reports // Client report. In this report you can:

- export bookings to excel (use filters to export bookings for particular date range or for particular provider)
- send email/sms to your clients
- filter bookings by:
  • date of the booking
  • service
  • service provider
  • client

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