Reports and analytics
Reports show you how the business is actually doing — revenue, popular services, busiest times and which customers come back. A booking counts for everything sold on it: the service, plus extras and products, less any discount. Customer credit and gift cards are not deducted because they are ways of paying rather than discounts. They are available to admins on a paid plan.
Everything lives on the Reports page in the top menu. Each report is a small form: set a date range, run it, read the results underneath.
Reports are for admins and accountants. Staff accounts don't see this page.
1. Paid Bookings — what you've taken
The main report at the top. It shows appointments that have happened and been marked complete, so it's your record of money actually taken. Filter by date, payment method, staff member or service.
Tick Include extras/products to count anything sold alongside the appointment, not just the service itself.
2. Run it
Click Generate Report and the results appear below, with a running total. Each row links to the booking if you need to check something. Print this page appears at the top right for a paper copy or a PDF.
3. What counts as revenue
A booking's value is everything sold on it, not just the service. That means the service price, plus any extras ticked on, plus any products added to the appointment, less any discount you gave. A £30 groom with a £7.50 nail trim and a £9 bottle of shampoo counts as £46.50, not £30.
Two things are deliberately not taken off. Customer credit and gift cards are ways of paying, not discounts — the work was still worth what it was worth, and you were paid for it out of money the customer had already given you. And a deposit isn't extra; it's part of the same price, paid earlier.
Figures may differ from what you remember, including for months already gone. Reports used to count the service price alone in some places, which undercounted any booking with extras or products on it. They now agree with your invoices and with the accountant view. Nothing about your bookings has changed — only what the reports were counting.
4. The other reports
Below that is a set of more specific reports, each with its own Run button:
- Find Unpaid Bookings — appointments that happened but were never settled.
- Find Prepaid Bookings — anything already paid for, including appointments still to come.
- Animals By Last Visit — colour-coded by how long it's been. Good for spotting customers drifting away.
- Cancelled Bookings — what fell through, and who cancelled it.
- Communications Log — every text and email, and whether it was delivered.
- Find Duplicate Customers — records sharing a phone number or email, with booking counts to help you decide which to keep.
- Upcoming Bookings Without T&Cs — customers who've never accepted your terms online.
