Schedule at a Glance Report

1. Log in as the owner (or as someone with permissions to see this report)
2. Follow this menu path: Reports => Schedule at a Glance

It's pretty basic. It just shows everything going on at your business on the day, week, or month that you choose in the filter. Each filter title is described below: 

 

• Date: First, choose from the dropdown box to select either 'Scheduled' or 'Created.' Second, indicate the day you want this report to display. If you choose the week or month view (see below), it's the date that you start the week or month's Schedule at a Glance Report.
• Teacher: You can view the schedule for just one staff member. This drop-down box only displays staff members that have appointments or reservations for that particular date (or date range). If none of your staff are displayed in the drop-down menu, then no one has any appointments or reservations during the date(s) of the report.
• Programs: You can have this report display every service on your calendar for the day (or date range.) Or, the report can display services just for a particular Programs/Departments.
• Status: see below.
• Location: The location for which you would like to run the report.
• View: You can have the report show your day, week, or month at a glance. The start date for the week or month depends on what date you put in the Date box for the far, left filter.
• Tagged Clients Only: if you tagged a list of clients in the system, checking Tagged Clients Only shows only sales of those clients who are on the tagged list.
• Generate: This button makes the report magically appear on the page.

• Booked - (Appts) Any non-confirmed appointment booked in the future. Any appointment from the past will be considered Arrived, Completed, or a No Show.
• Reserved - (Classes & Workshops) A reserved class or workshop in the future.
• Confirmed - (Appts) Any future appointment where the client has told someone that works at your studio that they will indeed be coming, and that staff member checked the "Confirmed?" checkbox on the client's Modify Appointment Screen.
• Arrived - (Appts) The "Arrived ?" checkbox has been checked at the top of the client's Modify Appointment Screen. This typically means that the client has physically shown up for the appointment. This status is retained until the appointment is completed/checked out.
• Late Cancel - (Appts, Classes & Workshops) This means the client canceled, but not within the cancellation window per the business cancellation policies. The client will be charged for the Late Cancel. These are better than No Shows because the studio has some forewarning that they can fill that spot.
• No Show - (Appts) Client booked an appointment. But the appointment was never checked out, early canceled, late canceled, marked arrived, or marked as confirmed. Meaning, your staff member either 1) never checked the appointment out or the client never showed up. Your client was also not charged for this no show.
• Absent - (Classes & Workshops) The client was never marked as "Signed-In" on the Class Sign-In sheet for a class or workshop. The client probably signed up, but never showed up.
• Made-Up - (Classes & Workshops) - This indicates an absent visit that has since been Made-Up by taking another qualifying visit. Meaning, they missed their first booking for the class or workshop; but you let them use their series to retake the service later.
• Completed - (Appts) The appointment has been checkout and paid for.
• Signed-In - (Classes & Workshops) Clients have the checkbox ticked for a class or workshop's Signed-In column on the Sign-In Screen or have signed in via the Sign-In or Self Sign-In Screens.