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Booking reports (view source)

Revision as of 12:35, 28 July 2023

104 bytes removed ,  9 months ago
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*export bookings to Excel (use the filters to export only some date range or provider related bookings, choose which columns to export if necessary).
 
*export bookings to Excel (use the filters to export only some date range or provider related bookings, choose which columns to export if necessary).
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<nomobile>[[File:Detailed_report_v3.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_detailed_report.png | center]]</mobileonly>
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*export bookings to Excel (use filters to export bookings for particular date range or for particular provider, select what columns to export).<br>
 
*export bookings to Excel (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.  
 
You can also decide how to group your clients (to avoid duplicating clients) by email, by phone or by email and phone.  
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<nomobile>[[File:Client_report.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_client_report.png | center]]</mobileonly>
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*retry sending the messages to customers;
 
*retry sending the messages to customers;
 
*export data to Excel(using the filters if needed).
 
*export data to Excel(using the filters if needed).
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<nomobile>[[File:Sms_report_v3_new.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_sms_report.png | center]]</mobileonly>
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*reply to your customers’ reviews;
 
*reply to your customers’ reviews;
 
*delete reviews if necessary.
 
*delete reviews if necessary.
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<nomobile>[[File:Reviews_report.png | center]]</nomobile>
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[[File:Reviews report new.png|1200px | center|link=https://help.simplybook.me/images/9/97/Reviews_report_new.png]]
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<mobileonly>[[File:M_reviews_report.png | center]]</mobileonly>
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*filter outstanding balance by amount and/or client;
 
*filter outstanding balance by amount and/or client;
 
*export outstanding balance data to Excel(using the filters if needed).
 
*export outstanding balance data to Excel(using the filters if needed).
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<nomobile>[[File:Payment_transactions_report.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_payment_transactions_report.png | center]]</mobileonly>
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<li>unique booking code.</li></ol>
 
<li>unique booking code.</li></ol>
 
*export data to Excel(using the filters if needed).
 
*export data to Excel(using the filters if needed).
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<nomobile>[[File:Pending_bookings_list_v3.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_pending_bookings_list.png | center]]</mobileonly>
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<li>status(active, cancelled, error).</li></ol>
 
<li>status(active, cancelled, error).</li></ol>
 
*export data to Excel(using the filters if needed).
 
*export data to Excel(using the filters if needed).
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<nomobile>[[File:Membership_payments_report.png | center]]</nomobile>
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[[File:Membership reeport new.png|1200px | center|link=https://help.simplybook.me/images/d/d5/Membership_reeport_new.png]]
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<mobileonly>[[File:M_membership_payments_report.png | center]]</mobileonly>
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*canceled/non-cancelled bookings.
 
*canceled/non-cancelled bookings.
 
You will be able to see who has applied to take part in the particular class, their names, emails, phone numbers, as well as who has created bookings for them(the client himself or it was added by some system user) and if the client has booked your services/classes before.
 
You will be able to see who has applied to take part in the particular class, their names, emails, phone numbers, as well as who has created bookings for them(the client himself or it was added by some system user) and if the client has booked your services/classes before.
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<nomobile>[[File:Classes_report.png | center]]</nomobile>
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[[File:Classes report new.png|1200px | center|link=https://help.simplybook.me/images/7/79/Classes_report_new.png]]
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<mobileonly>[[File:M_classes_report.png | center]]</mobileonly>
   
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<li>status(Active, cancelled, error).</li></ol>
 
<li>status(Active, cancelled, error).</li></ol>
 
*export the data to Excel(using the filters if needed).
 
*export the data to Excel(using the filters if needed).
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<nomobile>[[File:Issued_packages_report.png | center]]</nomobile>
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[[File:Packages report new.png|1200px | center|link=https://help.simplybook.me/images/9/93/Packages_report_new.png]]
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<mobileonly>[[File:M_issued_packages_report.png | center]]</mobileonly>
   
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<li>gift card visible on the booking site or not;</li>
 
<li>gift card visible on the booking site or not;</li>
 
<li>gift card status(valid, outdated, used).</li></ol>
 
<li>gift card status(valid, outdated, used).</li></ol>
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<nomobile>[[File:Issued_coupons_report.png | center]]</nomobile>
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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]]
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<mobileonly>[[File:M_issued_coupons_report.png | center]]</mobileonly>
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Each section can give you all the details about the data that is stored in the system on the corresponding entity.<br>
 
Each section can give you all the details about the data that is stored in the system on the corresponding entity.<br>
 
For example, you can create a report on some customer or an employee who has requested the information and then provide these details to him/her.<br><br>
 
For example, you can create a report on some customer or an employee who has requested the information and then provide these details to him/her.<br><br>
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<nomobile>[[File:Personal_data_report.png | center]]</nomobile>
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[[File:New gdpr report.png|1200px| center|link=https://help.simplybook.me/images/f/fa/New_gdpr_report.png]]
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<mobileonly>[[File:M_personal_data_report.png |center]]</mobileonly>
   
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