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Appointments: Feature request for projections report

Appointments: Feature request for projections report

It would be nice to be able to see some projections. Projections should be a total $$ of all appointments viewable and filtered by maybe Day / Week / Month. All of the appointment services with a dollar amount assosiated would be enough data to create Business Projections. Your subscribers would love it!

 

Thanks in advance!

1 Verified Answer
Verified Answer

Re: Can we see appointment funnel analytics?

This reply was created from merging an existing thread: Can we see appointment funnel analytics?

 

@CapriTan There isn't a way to see analytics for your Appointments booking site, but I agree that information would be really useful. I've merged your post into this thread so the Appointments team can review your thoughts, and so we can keep track of all the request for this.

 

Anyone else out there who is interested please post here too!

 

In the meantime, you can see your Appointments Appointments History, including which member of staff was booked for a service, from the setting section of your online Appointments Dashboard.

 

(I realize this isn't the granular detail you're looking for @CapriTan but it might help other sellers in the meantime.)

33 Comments
Alumni

I checked to see if I could provide an update here, however this type of report or calendar view isn't currently available, @JReynold. I've moved your post over to this thread where we are tracking requests for this feature, so that you can receive a notification if we have news to share.

Thank you for moving the post! 

@Valentina So basically in 4 years there has been no advancement in something that multiple users deem necessary for their operations

We need certain inventory for each appointment scheduled.  Is there a report that can be generated to show x number of product y appointments in the next 7 days?

Square Community Moderator

Hi @clyde1! I've merged your post with an existing thread. This is currently a feature request that we are still tracking. Any updates will be posed in this thread!

I would also like this too.  It would be very helpful!  I need to track it and doing it myself takes extra time.  Thank you for considering!

Is there a report to see projected income for the current month based on existing upcoming appointments, using the pricing thats already set for those appointments?

Square Community Moderator

Hey @TrejaBeauty and welcome to the Community.

 

I moved your post to a thread where this request has been made already. This is the thread where it's being tracked.

 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Hello! 


I use square appointments and square dashboard. I was curious if there was already a feature to check the value of future appointments that are on the calendar for certain days. 

for example you can use the dashboard to check what you have made for April 1st-17th but is there a feature to check what your future net “Is” for the month? 

Super Seller

I don't believe that is a feature, I could be wrong. Unless you manually go through each appointment and calculate it until the sale actually happens, since you could have cancellations, no shows etc.  

 

It would be a pretty neat feature though.