How to use the Appointment reports
You can get useful insights into your appointment activity with the appointment reports.
Timely has a range of different reports that help you find out more about your appointments and bookings. As with all of our reports, these appointment-based reports can be printed and/or exported.
The following reports are available:
- Day sheet.
- Appointment schedule.
- Cancelled appointments.
- Incomplete appointments.
- No show appointments.
- Pencilled in appointments.
- Declined appointments.
These reports are based on the details of appointments that are booked in the calendar. If the price of a service is changed when the invoice is raised, or you have sold additional services to a customer, these won't be reflected in the Appointment reports.
Day sheet The Day sheet report shows a list of bookings for today or a longer time period as required. This can be filtered by staff or location. Each booking is shown individually, and you can choose to include appointment notes.
Want to send a copy of the day sheet automatically? Check out our How to set up automatic day sheets guide.
A full list of all of your appointments for a selected time period. This is great as a backup or to import into other systems.
This includes important customer information, details of the appointment and some rebooking and retention information. You can also view the invoice associated with the appointment (if applicable), by clicking the link in the Invoiced column.
Bookings that are comprised of more than one service, will be grouped together in the report.
Cancelled appointments Run this report for a selected time period to view a list of all of the cancelled appointments, which includes the date cancelled and the cancellation reason. You will also see a summary of the cancellation reasons at the top:
Incomplete appointments View appointments that have not been marked as completed. This is great for finding missing appointments to tick off at the end of the day.
No-show appointments View a list of appointments where the customer did not show. This Includes a count of the number of times the customer has failed to show.
Pencilled-in appointments Run this report to view appointments still in pencilled-in status.
Find out more about pencilled-in bookings in our How to use the booking status guide.
Declined appointments See a list of all the Pencilled-in appointments that have been declined. This includes appointments that have auto-expired.