Redo Appointments Report

Modified on Tue, 28 Jan at 11:53 AM

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
Refunds will be reflected on the date the refund was processed, rather than the original ticket date. For example, if the original appointment was done on November 13th but refunded on November 23rd, the report will display the refund on November 23rd.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Bookings section, select the Redo Appointments report

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.

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