What reports are included in my plan?

In this article we have outlined the differences between the reports available in our Schedule and Schedule and Sell plans, to make it easier to decide which plan is best for you. 

Reports italicized and denoted with * are not included in the Schedule plan as they relate only to features available on the Schedule and Sell plan:

  1. Schedule
  2. Schedule and Sell

1

Schedule

Business Performance

  • Exec Summary
  • Monthly Summary
  • Future Value
  • Customer spend

Appointments

  • Day sheet
  • Appointment Schedule
  • Cancelled appointments
  • Incomplete appointments
  • No-show appointments
  • Pencilled in appointments

Customers

  • Customer List
  • Customers by date added
  • Customers by service
  • Customer birthdays
  • Customer retention
  • Customer notes
  • Duplicate customer list
  • Deleted customer list

Staff

  • Staff timesheet
  • Staff roster
  • Staff appointment summary

2

Schedule & Sell

Business Performance

  • Exec Summary
  • Monthly Summary
  • Future Value
  • Customer spend

Sales

All reports in this section are only available on the Schedule and Sell plan:

  • Sales Report*
  • Appointment Sales*
  • Product Sales*
  • Unpaid Invoices*
  • Transaction summary*
  • Customer product sales*
  • Stock levels*
  • Package redemption*
  • Gift voucher activity*
  • Credit Activity*

Appointments

  • Day sheet
  • Appointment Schedule
  • Cancelled appointments
  • Incomplete appointments
  • No-show appointments
  • Pencilled in appointments

Customers

  • Customer List
  • Customers by date added
  • Customer package details*
  • Customer gift voucher details*
  • Customer credit details*
  • Customers by service
  • Customer birthdays
  • Customer retention
  • Customer notes
  • Duplicate customer list
  • Deleted customer list

Staff

  • Staff timesheet
  • Staff roster
  • Staff appointment summary
You can find more details in our reporting guides, if you have any questions you can contact us at help@gettimely.com.

Still need help? Get in touch with the Support Team Get in touch with the Support Team