Operational Report: Appointment Details

The Appointment Details report provides you details of all the appointments made at your center including the appointment creation date, guest details, service details, service date, etc.   

Table of Contents

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Operational > Appointments (from filter).

  4. From the list of reports, click Appointment Details. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel (excel.png)  or .CSV icons (csv.png). 

Filter Criteria

Criteria Options Description
Appointment Status All,
Open,
Closed,
Open and Closed,
Cancelled,
No Show,
Checked-in,
Confirmed,
Deleted

By default All is selected. This allows you to view appointment details of all appointments irrespective of the appointment status.
To view  appointment details of any specific status (examples, No Show, Deleted), select the desired appointment status.

Source All Sources,
Zenoti,
Mobile,
Web
By default, All Sources is selected. This allows you to view appointment details of all appointments irrespective of the appointment source.

Select Zenoti to view appointment details of guests who walked-in or called for an appointment.

Select Web or Mobile to view appointment details of guests who made an appointment from the Webstore or Customer Mobile Application (CMA) respectively.
Filter Appointments By Service Date,
Creation Date
Selecting Service Date displays appointment details of appointments whose Service Date fulfill the selection made in the Time Period filter criteria.

This is useful if you wish to see only the appointment details of services that have been availed and not that of the future.
Example: If you select Last 7 days in the time period filter criteria, all the appointments that were serviced in the last 7 days are displayed. However, there might be appointments which have been created in the last 7 days, but the service date falls after these 7 days. Such appointment details are not displayed.

Selecting Creation Date displays appointment details of appointments whose Creation Date fulfill the selection made in the Time Period filter criteria.
 
Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August. 


Column Descriptions

Column Description
Invoice The invoice number. Clicking the invoice number opens the invoice details.
Guest Code The unique identifier associated with the guest making the appointment.
Guest The name of the guest who made the appointment. Clicking a guest name opens the guest details.
Gender Displays the gender of the guest.
Mobile Phone The mobile phone number associated with the guest.
Note: The number is displayed only if Show guest mobile number in reports is enabled at the organization level (Admin > Organization > Organizations > Settings > General).
Email The email address associated with the guest.
Created On The date and time when the appointment was created.
Start Time The date and start time of the service. 
End Time The date and end time of the service.
Service Time (in minutes) The configured duration (in minutes) of the availed service.
Recovery Time (in minutes) The configured duration (in minutes) required by the therapist to set things in order after completing a service and be ready for the next service.
Actual Time (in minutes) The actual time it took for the therapist to perform the service.
Checkin Time The date and time when the guest checked-in for the service.
Employee Code The unique identifier of the therapist who performed the service.
Employee The therapist who performed the service. Clicking a name opens the therapists' details.
Request Type Displays Any if the guest has not requested any specific therapist.

Displays Specific if the guest requested for a specific therapist.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Service The name of the service. For example, Deep tissue massage.
Category The category the service belongs to. For example, Massage.
Sub Category The sub category the service belongs to. For example, Full Body.
Package The name of the Day or Promo package (if the service is part of them).
Room The room in which the service was performed.
Room Category The category of room in which the service was performed. For example, Luxury.
Equipment The name of the equipment used for the service. For example, Laser.
Status The status of the appointment. For example, Closed, Open, and Deleted.
Rebooked Displays Yes to indicate that the current appointment was booked on the day (in the past or the present day) after the guest availed a service and completed making payment.
Example: If a guest visited a center on 3rd January, availed a service, made complete payment, and the front office closed the invoice.
If the guests makes another appointment for the same day or another day and avails the service, that service shows Rebooked column as Yes.

Displays No to indicate that the current appointment is not a rebooked appointment.
Source Displays Zenoti if the guest walked-in or called for an appointment.
Else displays Web or Mobile if the guest booked from the Webstore or Customer Mobile Application (CMA) respectively.
Business Unit The Business Unit the service belongs to.
Center The center in which the service was performed.
Notes Helpful notes for the therapists entered by the front office during appointment creation.
Created By The name of the employee who created the appointment.
Modified By If the appointment is modified, this field displays the name of the employee who modified the appointment.
Modified On The date and time when the appointment was modified.
Rebooking Source Displays Yes to indicate that the guest made another appointment for a future date or time after availing this service.

Displays No is the guest did not make another appointment after this service.
 
Appointment Category Displays the category the appointment belongs to. For example, Couples Massage.
Before Appointment Displays the medium of reminder (email, text, or call)  the guest received before appointment.
After Appointment Displays the medium of feedback/thank you message (email, text, or call)  the guest received after appointment.
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