Prebooking Report

To get an overview of Prebooked Appointments, you'll want to run the Appointments Report for now!

Prebooking Percentage for Scheduled appointments within a date range

1

Go to the Reports tab

2

Select Appointments (under General)

3

Change the Date Range

Change the Date Range to the time allotment you'd like to see appointments prebooked ON.

Example: If I want to see how many appointments were prebooked for the future last week, I'd choose the Start Date of September 23rd and End Date of September 29th.

4

Change the "Filter Date By" drop-down to Scheduled on Date

change filter date

5

Click Run Summary Report

Run Summary Report

If you need to save this information to your computer/device, you can click "Export to Excel" at the top.

Prebooking Percentage for existing appointments within a date range

1

Go to the Reports tab

2

Select Appointments (under General)

3

Change the Date Range

Change the Date Range to the time allotment you'd like to see appointments prebooked FOR.

Example: If I want to see how many appointments were prebooked in the past next week, I'd choose the Start Date of October 7th and End Date of October 13th.

4

Keep the "Filter Date By" drop-down on Appointment Date

appointment date

5

Click Run Summary Report

run summary report 1

• If you want to see the names of the clients who prebooked an appointment, you'll click the Run Detail Report button instead.

• If you change the "Prebooked" drop-down to Yes before running the report, you will not see correct prebooking percentages.