Appointment reporting is a valuable tool that provides insights into the appointments being booked
Updated: August 19,2024
Accessing Appointment Reporting
The Appointment Report page offers a comprehensive view of your appointment data, allowing you to easily track and analyze various metrics. You can access this report through the left-hand menu under "Reporting" > "Appointment Report" (top menu).
Here’s a breakdown of the key features and insights you can access:
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Numeric Charts for Different Statuses: Quickly see the count of appointments categorized by status, including booked, confirmed, cancelled, new, and more.
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Appointment Sources and Channels: Get a detailed split of appointments based on different channels and sources, including funnels and users.
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Top Performing Calendars: Identify your top-performing calendars by the number of bookings, helping you understand which calendars are most popular.
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Top 5 Users by Number of Appointments: Discover which users are securing the most appointments, allowing you to recognize and reward high performers.
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Most Popular Days: Find out which days of the week receive the most appointments, so you can optimize your scheduling and resource allocation.
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Top 5 Calendars with Cancellations: Track the calendars with the highest number of cancellations to identify potential issues and improve retention
Understanding Appointment Data
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Appointment Metrics: After setting your filters, you can view key metrics related to the appointments within the selected time frame, such as:
- Confirmed Appointments: Number of appointments that were confirmed.
- Showed Appointments: Number of appointments where the leads actually attended.
- No-Showed Appointments: Number of appointments where the leads did not attend.
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Visual Representations: The dashboard provides visual graphs and charts to help you understand the data better, including:
- Appointment Booking Channels: Shows the channels through which appointments were booked, such as:
- Lead through a Funnel: Appointments made by leads coming through a sales or marketing funnel.
- User Bookings: Appointments made directly by users.
- Appointment Booking Channels: Shows the channels through which appointments were booked, such as:
3. Source Report: You can toggle between different sources to see where the appointments are coming from, such as:
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- Users: Which users booked the appointments.
- Funnels: Which funnels generated the appointments.
4. Detailed Appointment List
- Appointment List: Below the visual reports, you will find a detailed list of all appointments that match your filter criteria. This list includes important information about each appointment.
- Toggle Appointment Status: You can filter the list further by toggling between different appointment statuses.
- Export Data: The list can be exported for further analysis or record-keeping.
- Customize Columns: Choose the layout of the columns to display the data in a way that suits your needs visually.
This report will only be as accurate as the contact itself, if you are not updating their appointment statuses (confirmed, cancelled, no-showed) then this report will not render accurate results.