With Add-ons Report

Modified on Tue, 9 Dec at 8:51 AM

This report displays the revenue from add-on services, whether booked online or upsold in-store.


Things to know:

  • The ability to access this report is governed by the "Accessing Reports" access control settings
  • Add-ons from canceled appointments or voided tickets are not included in this report.
  • Tips and sales tax are excluded from the revenue shown.
  • Revenue is calculated using the retail (pre-discount) price of the add-on services.
  • For businesses that do not offer packages, memberships, classes, services, gift cards, appointments, or appointment-related fees (such as environmental or cancellation fees), the system automatically hides any report columns related to those features. For example, if an account does not offer appointments, this report will not be visible. 


To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Bookings section, select the With Add-ons report


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When the report loads, you can filter by a specific location, staff, and date. 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.


Below the By Location button, you 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


FilterDescription
LocationThe location where the addon was added
  • Accounts with One Location: No location filter is shown
  • Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
StaffThe staff member who performed the service during the date range and location selected.
DateThis range will determine the appointments that were booked during the date range selected.

Report Columns


Column
Description 
LocationThe location where the add-on was added
Add-OnThe name of the add-on service
Times AddedThe number of times the add-on was added to an appointment
% Booked Online(Number of add-ons booked online ÷ Total number of add-ons) × 100. For example, if an add-on was added 3 times and 2 were booked online, the percentage would be 2/3 × 100 = 66.67%.
% Upsold In-Store(Number of add-ons added after the appointment start time ÷ Total number of add-ons) × 100. For example, if an add-on was added 4 times and 2 were added after the appointment started, the percentage would be 2/4 × 100 = 50%.
Service Revenue Revenue generated from add-ons added during the selected date range


For more information, contact us at support@mytime.com or (385) 233-6964.      


Related Articles:

By Date Report 

By Service Report

By Resources Report

By Source of Booking Report

By Client Report

By Location Report

By Staff Member Report

By Time of Day Report 

By Day of Week Report 

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