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Redo Appointments Report

In the event, a client is unhappy with a service you can utilize the redo feature. This report shows a list of redone appointments for each client. 

Things to know:

  • The date filter is based on the date of the redone appointment
  • For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased

To access this report: 

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Bookings section, select the Redo Appointments report

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When the report opens, you can filter by a specific location, staff, and date. You also have the option to export the report as a CSV, PDF, or print version. 

Once you have selected your filters, click on the UPDATE button to generate the desired data. 

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Report Filters

Filter Description
Location The location where the appointment is scheduled.
Staff The staff member who performed the service during the date range and location selected.
Date This range will determine the appointments that were booked during the date range selected.

Report Columns

Column Description
Original Date Date of the original appointment
Original Staff Staff assigned to the original appointment
Redo Date Date of the redone appointment
Redo Staff Staff assigned to the redone appointment
Client The name of the client associated with the appointment
Service Name of the service associated with the redone appointment
Price Price of the original service
Service Discounts Service discounts applied on the original appointment
Refunds Service refunds on the original appointment 
Net Price Service Price - Refunds - Discounts

 

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