Report: Appointments – Help Center

Overview:

The Appointments report provides you with appointment data for all appointments created in MyTime. Through the report filters, you are able to filter through different appointment statuses such as currently booked appointments, completed appointments, no-shows, and cancelled appointments.

This report can be used to understand different appointment data points, such as appointment time and location, appointment status, booking source, and client information all in one place.

The report is found by going to 'Dashboard' > 'Appointments'

Report Filters:

Filter	Description
Location	Filter by location the ticket is associated with. Will only be visible if multiple locations exist within the account.
Staff	Filter for appointments scheduled for a specific staff member, or all staff.
Date	Select desired day or range. Date refers to the date the appointment is scheduled.
Appointment status	Filter for any appointment status. Only appointments with the selected status will be reported.

Columns:

Column	Description
Date	Date scheduled for the appointment.
Location	Location of the scheduled appointment
Client	Client for the scheduled appointment.
Email	Client email is provided if email is on file in client record.
Phone	Phone number is provided if number is on file in client record.
Staff	Staff member scheduled for appointment.
Service	Service name for scheduled appointment
Price	Price of service scheduled.
Appointment #	Appointment ID for scheduled appointment. By clicking the link, you will expand the appointment.
Ticket #	Ticket number for appointment. This will only be available if payment was received and a closed ticket exists.
Source	Source of booking for appointment. Allows you to see where your scheduled appointments are being created.
Status	Appointment status for scheduled appointment. It includes all appointment statuses available in MyTime.

Quick tip - Many of the report columns are sortable. By clicking on a sortable column, the order will sort alphabetically or chronologically. Example of time being sorted below (by clicking on 'time').