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Detailed Booking History Report
1. This will give you a break down of every appointment action that has occurred. Such as bookings, reschedules, cancellations and no shows. This should be your first stop when it comes to reviewing appointment history.
Log in via web
Go to appointments
Click on the wrench icon
Choose "Booking History"
Choose the time frame
Select export or download to excel
Once on excel you can sort and filter
Number of Bookings by Service Report
2. This will give you a breakdown of how many times a service has been booked during a time period. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose the time frame
Now, you will see the number of bookings that occurred for that service.
Number of Bookings Per Provider
3. This will give you a breakdown of how many times a provider has been booked during a time period. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose Booked Appointments report per provider
Choose the time frame
Choose all providers or a specific one
Number of Bookings Per Clinic
4. This will give you a breakdown of how many times a service has been booked during a time period for a specific clinic. This is great to help with forecasting and resource planning.
Login via web
Go to Business Insights
Click on Appointments
Click on Create Report
Choose Booked Appointments report per clinic
Choose the time frame
Choose all clinics or a specific one
New Patients This Month
5. This report will give you data based on patients that have one future appointment scheduled. This is a great way to get in touch with brand new patients via an email campaign to invite them back in for another visit and make sure that their experience was stellar!
Login via web
Go to Business Insights
Patients
Create Report
New Patients This Month
Choose the Month and Hit Save
Returning Patients This Month
6. This report will give you data based on patients that have at least one appointment in the past and one appointment that took place during the time frame you selected.
Login via web
Go to Business Insights
Patients
Create Report
Returning Patients This Month
Choose the Month and Hit Save
Patient has not visited in X Days
7. This report will give you data based on patients that have not booked an appointment during that time frame.
Login via web
Go to Business Insights
Patients
Create Report
Patient has not visited in X days
Choose the time frame and hit save
Average Number of Visits
8. This report will give you data based on the average number of visits during a time period.
Go to Business Insights
Patients
Create Report
Average # of visits per month
Choose the time frame and hit save
