Appointments Report
V
Written by Victor
Updated over a week ago

The Appointment Analysis provides in-depth information on the salon's services and appointments. The section can be reached by following the path Manager → Company Report → Appointment Analysis → View Analysis.

As on the Company Report, at the top of the page you will find the options "Period" and "Sector", which are useful for circumscribing the analysis.

Through the Period filter you can

  • choose the reference time period to be analysed;

  • compare it with other periods;

  • include proposals.

Using the drop-down menu Sector, on the other hand, it is possible to filter the data according to the area of activity of the salon.

Main Panel

The first panel visible when you open the page shows data on Booked Appointments and Unbooked Passes. The information contained in these two columns is subdivided by the management system according to the following logic:

  • Booked Appointments includes information relating to all appointments entered (online, via diary or any other channel) on a date prior to the booking.

  • Last-Minute Appointments includes information on cash flows not linked to a booking and appointments entered on the same day of treatment.

Both booked appointments and passes without booking are analysed in detail by means of the following data:

New

The number of clients who, in the specified date range, made a passage to the salon for the first time.

Average spend

The average expenditure incurred by clients at each appointment. This is calculated independently by the management system, dividing the takings with the number of receipts issued in the period under consideration.

Online

The number of passes through the salon from online channels in the specified date range.

No-show appointments

The number of booked appointments to which clients did not show up (whereby "the client did not show up" was entered as the reason for cancellation).

Cancellations

The number of booked appointments that were cancelled before the clients entered the salon. The entry includes both appointments cancelled by the client and

Weekly breakdown

The weekly breakdown box analyses three items of data in particular:

  • booked appointments;

  • passages without bookings;

  • bookings made through digital channels.

Booked Appointments

This block highlights some key indicators relating to the services performed in the salon during the period under review, broken down by day of the week.

The number of appointments booked on the specific day of the week within the date range considered.

% Direct Bookings

The percentage of booked appointments for which the service was requested with a specific employee. The value is calculated by the management system by dividing the number of appointments booked with Request (R) and the total number of appointments.

% MP Bookings

This is the percentage of appointments booked via the application within the date range considered.

% Widget Bookings

The percentage of appointments booked via the Treatwell Widget within the date range considered. The value is calculated by the management system by dividing the number of appointments booked via the Widget and the number of total appointments. The Widget is a customised link that can be placed within applications, websites and social platforms to allow users to book through online channels (a dedicated guide on sharing a booking link is available).

Average spend

The average expense incurred by clients at each appointment. It is calculated autonomously by the management system by dividing the takings with the number of receipts issued within the day and date range under consideration.

% No-Shows

The percentage of clients who, within the date range under consideration, booked an appointment but did not show up at the salon.

% Clients Cancelled

The percentage of clients who, within the day and date range under review, booked an appointment but then cancelled it. This includes both appointments cancelled by the client and bookings entered in the diary by mistake and then deleted.

% New clients

The percentage of clients who, within the day and date range under consideration, visited the salon for the first time.

Please Note: by clicking on the down arrow symbol the report expands a further detail showing the data for the particular day within the date range considered.

Last-Minute Appointments

In this subsection some indicators relating to services performed in the salon without a booking during the period under consideration are highlighted, broken down by day of the week.

The number of appointments without reservation on the specific day of the week within the considered date range.

% on Total Appointments

The ratio of total appointments to appointments without reservation.

Online

The ratio of total appointments to bookings made through online channels.

Average Spend

The average expense incurred by clients for each appointment. It is calculated autonomously by the management system by dividing the takings with the number of receipts issued within the day and date range under consideration.

% New clients

The ratio of total appointments to bookings made by clients who came to the salon for the first time in the analysed period.

Please Note: by clicking on the down arrow symbol the report expands a detail showing the service wheel for the particular day within the date range considered.

Online

In this subsection, a detailed analysis of the appointments requested by the various online channels is carried out. Each row indicates the analysed channel (app, site, marketplace, other).

The columns, on the other hand, indicate:

N° App

The number of appointments booked via a specific online channel in the period under review.

Revenue

The revenue generated by appointments booked through online channels in the period under review.

% of Total Appointments

The percentage of bookings received via a specific online channel.

% Direct Bookings

The ratio of total appointments received via online platforms to bookings entered via an app (also via an online channel).

Average Spend

The average spend by clients from online channels per appointment.

New clients

The number of new clients who booked for the first time via the online platforms.

% New clients

The ratio of all appointments booked online to new clients (always booked online).

Breakdown of cancelled appointments

In this block, cancelled appointments are broken down into:

  • cancelled appointments;

  • services deleted after check-in

  • appointments without a receipt issued

Cancelled appointments

In this block some useful indicators are highlighted to identify the proportions between the various reasons for cancelling the appointment (what is chosen by the salon at the time of cancellation):

  • Client cancelled;

  • Incorrect entry.

Quantity of cancelled appointments

% of Total Appointments

The ratio of total appointments made to total appointments cancelled.

% Direct Bookings

The percentage of appointments requested within those cancelled.

Lost Revenue

The total potential revenue lost from cancelled appointments.

No. Clients

The number of clients whose appointments were cancelled.

% New Clients

The percentage of clients whose first appointment was cancelled.

Please Note: Clicking on the "+" symbol to the right of the title "Appointments Cancelled" displays the list of clients whose appointments were cancelled, with name, number of appointments deleted and turnover lost. By clicking on the down arrow next to each amount, you can view further details of the dates and amount of the deleted appointments (the screenshots below show the names blacked out for privacy reasons).

Services Deleted After Check-in

This subsection analyses some indicators relating to services deleted after the client has entered the salon (appointment in the diary marked in green) and broken down by category. The following indicators can only provide useful data for salons that have a cash register connected to Treatwell Pro.

The number of times the service was cancelled.

% Direct Bookings

The percentage of how many of these cancelled appointments were Requested.

Lost Revenue

The total potential revenue lost due to the cancellation of certain services.

No. Clients

The number of clients who have deleted a certain service category.

% New Clients

The percentage of new clients on whom this type of cancellation has been made.

Please Note: Clicking the "+" symbol to the right of the title "Services Deleted After Check-in" displays the list of clients whose services have been deleted from their appointment after entering the salon. Clients' names, number of deleted services and lost turnover are indicated. By clicking on the down arrow symbol you can see further details of the dates and amount of the deleted treatments (the screenshots below show the names blacked out for privacy reasons).

Appointments Without a Receipt Issued

This subsection lists appointments for which a receipt was forgotten..

The number of appointments for which you forgot to issue a receipt.

% Direct Bookings

The percentage of appointments with a request for which a receipt was not issued.

Revenue Lost

The total revenue lost due to the failure to issue a receipt.

No. Clients

The number of clients for whom a receipt was forgotten. The No. of clients may be lower than the 'No.' figure as one client may have several appointments.

% New Clients

The percentage of clients for whom you forgot to issue a receipt on their first visit to the salon.

Please Note: Clicking the "+" symbol to the right of the title "Appointments Without Receipt Issued" displays the list of clients for whom you forgot to issue a receipt, with name and lost turnover. By clicking on the downward-pointing arrow symbol you can see further details of the dates, treatments and amount of unclosed appointments.

No-Show Appointments

The last section of the Appointment Analysis page shows in detail the appointments to which clients did not show up, broken down by day of the week.

The number of appointments to which clients did not show up, broken down by day of the week.

% of Total Appointments

The percentage of appointments to which clients did not show up in relation to the total number of appointments.

% Direct Bookings

The percentage of appointments that had a request and did not show up.

Lost Revenue

The total revenue lost due to clients' non-attendance.

No. Clients

The number of clients who did not show up for an appointment on the day and date range under review.

% New Clients

The percentage of clients who did not show up for their first salon appointment.

Please Note: Clicking the '+' symbol to the right of the title 'No-Show Appointments' displays the list of clients who did not show up for appointments, with name, number of appointments and turnover lost. Clicking on the down-arrow symbol displays further details of the dates and amount of individual missed appointments (the screenshots below show the names obscured for privacy reasons).

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