This report can be pulled to show you how many times a certain staff or client has cancelled their appointments, the reasoning behind that cancellation, if the appointment was able to be rescheduled, etc.
Step | Description | Helpful Information |
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Navigating to the Cancellations Report | Reporting>Scheduling>Cancellations | |
Generating the Cancellations Report | Enter the Date Range you are pulling for, Select the Cancellation Type (Staff or Client), and Click Update or Export to Excel | Suggested to run the report twice to get information in regards for both staff and client cancellations After clicking Update, prior to exporting to excel, you will see a limited number of fields including Staff or Client Name, Title of Staff, Location assigned to staff/client, # of cancellations, and the percentage of cancelled appointments that have been rescheduled
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Exporting to Excel | See example of the Details tab in a Cancellations Report below: | When you export to excel, you will see two tabs. The Summary tab will be the same information that displayed prior to exporting. The Details tab will include additional information such as the date and start/end time of each appointment cancelled, service name, and Cancellation Sub Types (If created under Settings>Scheduling>Cancellation Types)
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