181 results found
-
Create a report for cancellations and no shows
it'd be useful to be able to create a report or summary that shows the number of canceled appointments for a specific window of time, i.e. the number of no-show's for the month, late cancellations, etc.
right now, you can only look one day at a time through the cancellations button on the front desk view.
27 votes -
More Customizable Payroll Reports
Provide more flexibility in payroll reporting and commission settings, including the option to calculate commissions based on the full retail price of services and products without automatically deducting the cost of goods or service costs. This would allow businesses to customize payroll to match their compensation structure, simplify payroll processing, and better support the wide variety of commission models used across the aesthetics and wellness industry.
5 votes -
new client report
to pull clients who have visit the spa for the first time
49 votes -
How is there not a way to print and entire history, product and service report for one specific client?
We are in the medical field, a client may request a whole service history with products. services etc. They may even ask for copies of their clinical notes. There is no way for me to select a client and print their history or notes. I cant believe taking a screen shot is the only way.
4 votes -
Fully Customizable Report Dashboard
Make the new report dashboard fully customizable. Users should be able to choose exactly which metrics and widgets appear on their dashboard, rather than being locked into a fixed layout. Specifically:
Users can select which data points are shown (e.g. gross production, net production) and at which level (practice-wide, individual provider, or both).
Users can add, remove, and reorder dashboard widgets/sections to match what matters most to them.
Selected layout and preferences persist per user, so the dashboard stays customized across sessions rather than resetting to default.Goal: let each user build a dashboard view tailored to their role, instead…
4 votes -
Sales Tax Collected Report
A comprehensive report which shows Product, Service, Membership, and Package sales where it is totaled. Basically, the following reports combined in to one:
- "Service Sales by Category"
- "Membership Sales"
- "Package Sales"
- "Product Sales"This would allow a breakdown of each category and a grand total - for reporting purposes to the state when paying sales tax.
Played with the Detailed line item report - but it is lacking (doesn't total, doesn't show all sales tax collected, doesn't show all necessary categories)
3 votes -
Reporting to see which clients do/do not have a card on file
When trying to tag profiles that still need a card on file, it's a bit tedious to go through each client profile individually. It would be very helpful to be able to create a report that pulls the clients that do/don't have a card on file.
36 votes -
reporting on app
Access admin or management level reporting via the app
4 votes -
Reporting: Lifetime patient retention & Lifetime patient value
ADD REPORTS:
-Lifetime patient Retention
-Lifetime patient spendADD:
-Ability to pull reports outside of 365. i.e. 3 years + etc.4 votes -
Future Appointments Report Needed
We need a report that will show how many specific treatments are booked out during a specific time frame. For example, knowing how many Halo lasers are booked in the next 3-6months helps us know how many Halo tips we need to order. Many treatments use specific disposable items and knowing how many to order and have on hand is crucial.
42 votes -
Nightly Summary
Nightly sales report via email. Each night you receive an email with how much you made for the day/weekend. This is what will be deposited into your bank account the following day(mon-thurs). The weekend will be sent out on Sunday night(fri-sun) Includes a list of the follow: clients name, date of service including tips. This includes gift cards sold. Gloss Genius has this feature and I loved it. Bummed its not here.
25 votes -
Lifetime Client Retention
RETENTION: We need to be able to look at lifetime client retention of more than just 180 days. This is important to understand how long patients are staying in the clinic, whether that be months or years!
3 votes -
Send a report via email on a recurring basis
This would include the ability to build a report in the dashboard and have that report sent daily, weekly, etc. via email to one or more recipients.
3 votes -
Allow Retention Report to Go Out Further Than 180 Days
Currently the Retention Report is limited to 180 days, I would like to see this expanded to 1-year and 2-years.
11 votes -
Cancelation Rate %
It would be amazing to be able to see a Cancelation Rate % of clients who cancel on service provider's schedule. The ideal statistic would show a % which would be factored by the amount of clients who cancel their appointment within the selected time frame, but do not rebook.
This helps because it shows if a certain provider is perhaps doing well in rebookings, but most of the clients then cancel their future appointments so it's not really helpful just to see a high rebooking %.
20 votes -
Titles on Sales Summaries
When you have multiple locations it would be great to bring back the Title on the report page with
LOCATION NAME
DATE RANGEAlso, can you make the credit card fees amount font larger. That's pretty important for an owner and accountant.
2 votes -
Client Account Summary Report
We have a lot of clients who want to submit their expenses to HSA and FSA accounts. They keep asking us for a report for the year that has the dates they were here, a detail list of all the services provided on that visit, the cost of each individual service and upgrade to that service, and the payment method used for that visit. We need to be able to "print" or download this as a PDF that looks professional with our company logo and contact information on it.
2 votes -
Show bookings from blast campaigns
Show bookings from blast campaigns similar to how we can see them in automated campaigns so we can calculate our ROI
13 votes -
Report with months displayed to understand growth
We need a report that shows a period of time, such as a year, but as a month-by-month comparison. We would also like to be able to compare periods from different years to more easily understand growth.
17 votes -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
2 votes
- Don't see your idea?