This report shows appointments grouped by booking source. (e.g. Added by business through your Scheduler or booked by the client through the booking widget, Google, Facebook, etc). Bookings captured in this report are based on when the appointments are expected to take place or when they are booked.
To access this report:
Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the By Source of Booking report
When the report opens, you can filter by a specific location, staff, the date the appointment was booked, and the date the appointment is scheduled for. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.
Once you have selected your filters, click on the UPDATE button to generate the data. On the top right of the report, you have the option to export the report as a CSV, PDF, or print version.
|Location||Filter by location the appointment is scheduled at.|
|Staff||The staff member who performed the service during the date range and location selected.|
|Booked Date||This range will determine the appointments that were booked during the date range selected.|
|Scheduled Date||This range will determine the appointments that are scheduled for the date range selected.|
|Location||The location where the appointment was booked|
The booking source (Booking Widget, Google, Facebook, etc)
Google - The client booked the appointment from your Google listing.
Facebook - The client booked the appointment from your Facebook page.
Mobile App - The client booked the appointment from the custom Guest App.
Online Booking - The client booked the appointment using the My Favorites or My Purchases options in My Account on mytime.com, or by clicking the Book Now button on your website that redirects them to the MyTime website (express checkout) link.
Website Online Booking - The client booked the appointment from your website using the Book button that opens the modal without actually redirecting to the MyTime website.
Added by Business - A staff member booked the appointment for the client.
MyTime Import - MyTime imports your appointments from the previous software.
Walkin Online Booking - A client added themself to the waitlist online
Walkin - A staff member added the client to the waitlist via schedule
Walk-in Kiosk - A client was added to the waitlist via kiosk
Prebooked - Appointment booked in-store by clicking the 'PreBook' button after a ticket is closed in POS or by clicking the 'Book Again' button in the appointment modal
|Appointments||Number of appointments|
|Cancelled||Number of cancelled appointments|
|Service Revenue||Revenue generated for appointments during the date range selected. Does not include taxes and tips.|
|Refunds||Service refunds that were processed during the date range selected.|
|Environmental Fees||Revenue generated by environmental fees collected during the date range selected. Does not include taxes.|
|Total||Total revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).|
For more information contact us at email@example.com.