Difference between revisions of "Booking reports"

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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)
DetailedReport750.png


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.

ClientReport750.png