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There were 6 articles found in this category:

  1. question
    Dashboard Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The dashboard is a snapshot display of your appointments, sales, and other useful tools. Setup your dashboard by selecting from a list of widgets you would like displayed. You can further customize your experience by dragging e ...
  2. question
    How to report on open time slots
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple There are two reports that provide a snapshot of all open time slots during a particular time period. Open Slots Report This report lists all of the appointment slots for a given time per staff member, how many slots are avail ...
  3. question
    Open Slots Report
    PRICING TIER: All APPOINTMENT VERSION: Multiple ONLY The Open Slot Report is available for the multiple appointments per time slot version of Appointment-Plus through the Reports tab. This report lists all of the appointment slots for a given time per staff member, how many slots are avai ...
  4. question
    How to create a daily appointment report
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To create and print a daily appointment report: CLICK: Reports tab Set the date range. Select all staff members or one specific staff member from the drop down. Set the statuses as needed (scheduled, canceled etc.). Check off ...
  5. question
    How do I run an appointment report on 2 or more of my staff members?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple From the appointment report, you can run reports for 1 staff member, multiple staff members, and all staff members. When you need a report with multiple staff members, but you don't need all of your staff members, you will need ...
  6. question
    How can I see a list of customers who have not scheduled appointments in a while?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple You can run a report to see all customers who have not had an appointment for a set duration by doing the following: CLICK: Reports Tab > Appointment Report (default) > Use the "Last Appointment Made" option for the Date fi ...