Upcoming Appointments Report

View upcoming appointments at a glance

Report Overview

The Upcoming Appointments report is a crucial tool for businesses managing client sessions. It provides a detailed view of all scheduled appointments, offering valuable insights into your business's upcoming activities.

Purpose

The primary purpose of this report is to give a simple and clear, organized view of future appointments. This report does not include cancelled appointments.

What This Looks At

This report examines all upcoming appointments across all locations (if applicable). It includes key details such as appointment date and time, client information, session type, assigned staff, and payment method.

What is our upcoming appointment schedule for the coming days?

The report will show all future appointments by default, sorted by date and time. Scan the "Appt Date" column to see the schedule for coming days and weeks.

What is our upcoming appointment schedule for a specific location?

Use the search function or scroll through the list to find the date you're interested in. Use the "Location" filter at the top of the report.

Metric Definitions

Appointment Date/Time: The scheduled date and time for each session.
Client: The name of the client booking the appointment.
Appointment: The type or title of the booked session (e.g., "60 Min Shamanic Session").
Staff: The team member assigned to conduct the session.
Payment Method: The method by which the client will pay for the session.
Booking Information: Details about when and how the appointment was booked.

Appointment Date/Time: The scheduled date and time for each session.

Client: The name of the client booking the appointment.

Appointment: The type or title of the booked session (e.g., "60 Min Shamanic Session").

Staff: The team member assigned to conduct the session.

Payment Method: The method by which the client will pay for the session.

Booking Information: Details about when and how the appointment was booked.

How Totals are Calculated

This report doesn't typically include totals, as it's primarily a list of individual appointments. However, you can use the export feature to calculate totals such as the number of appointments per day, week, or month, or appointments per staff member.

Filter and Search Features

Search Functionality: Users can search for clients by name or email.
Location Filtering: For multi-location businesses, appointments can be filtered by specific locations or viewed across all locations.
Detailed View: Each appointment entry includes comprehensive information about the booking.
Sorting: Appointments are sorted by upcoming time and then alphabetically by client name.
Export Option: Users can export the data for further analysis or record-keeping.

Search Functionality: Users can search for clients by name or email.

Location Filtering: For multi-location businesses, appointments can be filtered by specific locations or viewed across all locations.

Detailed View: Each appointment entry includes comprehensive information about the booking.

Sorting: Appointments are sorted by upcoming time and then alphabetically by client name.

Export Option: Users can export the data for further analysis or record-keeping.