This report shows appointments and tips by staff member.
Things to Know:
- Canceled and no-show appointments are not reflected on the report
- For pet merchants, the report will show the word “deceased” in parentheses next to the name of the pet that was marked as deceased.
- For services involving two staff members with two clients, or for appointments where one staff member serves multiple clients, revenue, discounts, refunds, and tips will be split equally. When filtering by primary or secondary staff members, the report will show the revenue and appointments for each staff member. If filtering by all staff members, appointments will be displayed twice, but revenue will be calculated only once.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Staff section, select the Appointment History report
When the report loads, you can filter by a specific location, staff, and date range. You can also 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.
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 |
Date | The date of the appointment. |
Appointment Time | The appointment start time. |
Location | The location the appointment took place |
Client | The name of the client associated with the appointment. Clicking this link opens the client's profile. |
Pet | The name of the pet associated with the appointment. This column is only displayed on Pet accounts. |
Family Member | The name of the family member associated with the appointment. This column is only displayed on Family Member accounts. |
Staff | The name of the staff member associated with the appointment. Clicking this link opens the staff member's profile. |
Service | The name of the service associated with the appointment. |
Duration | The duration of each service associated with the appointment. |
Tip | The tip amount received. |