Do you want to be able to quickly see all the appointments taken by a particular practitioner for a certain date range?
Well, there is a Report that will do this for you! Simply head to the Reports tab > Appointments.
Appointment date: This is the date that the appointment is taking place (Revenue date). You can change the date range by selecting the current dates and choosing a new date range via the drop-down calendar.
You can then select 'Add filter' if you want to filter the report. A pop-up will then appear where you can toggle on the following filters:
Practitioners - if toggled on you can then choose practitioners from the drop-down list
Rooms - if toggled on you can then choose rooms from the drop-down list
Zones - if toggled on you can then choose zones from the drop-down list
Received Date - With this you can open up the date picker and choose a date range in which the appointment was made, instead of the date it will be taking place.
If you toggle on one filter you can then select 'Add filter' again to toggle on another filter.
The report will show you:
Date and time of the appointment
Received date - The date that the appointment was confirmed
Type - Appointment type name
Guests - name of the guest (if the guest has a client profile you will be able to select the name and it will take you directly to their profile)
Practitioners - the practitioner that is taking the appointment
Room name - the room this appointment is taking place in
Duration - The length in time of the appointment (excluding cleaning time)
The Net Total - The Net total of the service provided (export for Gross)
Order ref - if you select this it will take you directly to the order
You can then 'Export' this report too. Exporting will allow you to see the Gross Total in a column on the .CSV
The Appointments report will show data from all appointments, whether part of a package or not.