We would like an easy way to see appointments made and which ones were paid/unpaid. We would like an easy way to calculate how much to pay our Service Providers.
We need a report that provides:
- Created Date
- Appointment Date/Time
- Appointment Length
- Client Name
- Staff
- Paid/Unpaid
- Amount Paid for Service
- Tip Amount Given
Currently Items 1-5 are available under Appointments-> Settings -> History, Items 6-8 are not.
Transactions-> filter by Service Provider shows when a payment was made. Does not show appointment date/time and unpaid appointments.
Team Report does not show Items 1-4, is based on when the appointment was made, not when the service was rendered.
Use case:
We pay our Service Providers every Monday. If we run a report for the week based on transaction date, the service may not yet have been rendered. A client can cancel, no service will be rendered, and I have paid the service provider for a service not rendered.
Having a report based on appointment date, that shows paid/unpaid, amount paid for service, and tip amount given will help ensure that I am paying out my service providers the correct amount for services they have actually rendered.
Our current process is complicated and takes a couple hours, when it could take only ten minutes with the above data.
