The Daily, Monthly and Team members tabs on the Reports page break your business down by day, by month and by person. They are Pro reports. On the free plan the tabs show an upgrade prompt instead.
Booked or collected
Each report has a Booked, Collected or Both switch:
- Booked is the value of bookings that are not cancelled, at the price they were booked at, after any sale or coupon.
- Collected adds up the payments recorded on those bookings: online payments through your gateway and payments you recorded yourself. See Recording payments on a booking.
Bookings count on the day they start, in your business timezone.
Daily
Pick a day with the arrows or the date box. The cards show the number of Bookings (confirmed and pending, with the cancelled count underneath), the Booked value, the amount collected and the Seats booked in group sessions. By team member shows each person's bookings, takings and, for people who can see commissions, their commission.
The Bookings table lists the day's bookings with the time, client, service, team member, status and payment, and a Coupon column with the code and discount when a booking that day used one.
Monthly
Pick a month. The cards show the booked value, the amount collected, the number of bookings and the cancellation rate, each compared with the month before. Below that:
- Revenue by day: a bar for each day of the month.
- By service and By team member, with commission per team member for people who can see commissions.
- Coupons: shown when coupons were used, with how much each code took off and how many bookings used it.
- Busiest hours and Busiest days.
Team members
Choose a team member and a range: This month, Last month or Last 30 days. You see their bookings and cancellation rate, their Hours booked, booked value, amount collected and, with commission access, their Commission. By service shows what they did most, Trend shows how it went over the range, and the Bookings table lists each booking with its coupon, if any.
Hours booked adds up the time of the team member's confirmed bookings in the range, in hours, for working out pay for staff paid by the hour. Pending and cancelled bookings are left out, and a group session counts once however many people booked it. The daily and monthly reports show each team member's hours under By team member too.
This tab also needs access to Team. Bookings of a team member who has since been removed show as Former member.
Commission figures
The commission shown in these reports counts confirmed bookings by the day they start, including bookings later in the period. The Commissions tab only counts bookings once they have finished, so its totals can differ for the current month.