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Busiest Day Report

Find out which days bring in the most appointments and sales with the new Busiest Day Report! Easily track your clinic’s busiest days, compare sales trends across locations, and use real data to optimize staffing, scheduling, and marketing strategies.

Updated over 3 weeks ago

Overview

The Busiest Day Report helps you identify which days of the week bring in the most appointments and sales. By comparing booked and completed appointments with total daily sales, clinics can make smarter decisions about staffing, scheduling, and promotions.

The report displays key metrics for each weekday, including:

  • Booked Appointments

  • Completed Appointments

  • Procedure Sales

  • QuickPay Sales


How It Works

The Busiest Day Report calculates your daily totals over a selected date range and visualizes which days drive the most business activity.

Columns Explained

Booked Appointments → Includes all booked appointments (even canceled and no-show). Out of Office (OOO) appointments are excluded.

Completed Appointments → Counts appointments where the Client Check-In button was clicked in the appointment card.

Procedure Sales → Includes only fully paid invoices tied to procedures. Partial payments, refunds, and partial refunds are excluded.

QuickPay Sales → Includes payments from Take Payment, such as:

Retail and service sales

Promotions (Package + BOGO)

Pricing variations

Excludes:

Gift cards

Cancellation fees

Memberships

Staff treatments

Service deposits

Days with No Sales → Appear as $0 for full week visibility.

Calculation Logic:
The Quick Pay & Procedure Sales values equals Total Sales for those columns minus excluded categories. Only full invoice payments are included; partial payments and refunds are not.


Accessing the Report

  1. Go to Business Insights → Staff → Busiest Day Report.

  2. Choose your filters:

    • Date Range: Last 7 Days, MTD, QTD, YTD, or Custom

    • Clinic(s): Filter by one or multiple clinic locations

  3. Click Generate Report to view results.

  4. Once open, you can:

    • Download as Excel

    • Edit Report Filters

    • Save Report for quick future access


Dashboard Widget

The Busiest Day widget is available on your Dashboard.
It shows a 7-day graph of your top-performing days, and can be filtered by date and clinic — giving you instant visibility into daily trends. Use the scroll bar to view more days.


Tips for Using This Report

  • Optimize Staffing: Identify high-traffic days to ensure adequate provider and front desk coverage.

  • Plan Promotions: Run special offers or events on slower days to balance appointment flow.

  • Compare Across Clinics: Filter by location to see which clinics are busiest and which may need additional marketing support.

  • Track Progress Over Time: Use MTD or QTD filters to monitor if your busiest days shift after a campaign or schedule change.

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