Phone Booking
The Phone Booking report provides visibility into appointments created through phone booking channels during the selected reporting period. It helps monitor customer booking activity, analyse service demand, and review revenue generated through telephone bookings.
Date Range Filter
Allows users to generate phone booking data for a selected reporting period.
Features
- Filter booking records by date range.
- Analyse appointment activity over time.
- Compare booking performance across periods.
- Improve operational visibility.
Purpose
Used to review phone booking performance.
Customer Filter
Allows users to display appointments for a selected customer.
Features
- Search customer appointments.
- Review booking history.
- Improve customer-level analysis.
- Reduce unnecessary report data.
Purpose
Used to analyse customer booking activity.
Status Filter
Filters booking records according to appointment status.
Features
- Display appointments by status.
- Monitor booking completion.
- Review appointment outcomes.
- Improve reporting accuracy.
Purpose
Used to evaluate booking progress and results.
Export
Downloads the currently displayed phone booking report.
Features
- Export filtered booking results.
- Support offline analysis.
- Maintain operational records.
- Enable report sharing.
Purpose
Creates a downloadable booking report.
Appointment Details
Customer Name
Displays the customer associated with the appointment.
Services
Displays services included in the booking.
Date
Displays the scheduled appointment date.
Time
Displays appointment start and end time.
Total
Displays the total appointment value.
Features
- Review phone booking activity.
- Monitor booked services.
- Track appointment schedules.
- Analyse booking revenue.
Report Summary
Displays consolidated phone booking performance.
Total
Displays cumulative booking value for displayed appointments.
Grand Total
Displays final booking value together with total customer count.
Purpose
Used to evaluate phone booking contribution.
Best Practices
- Monitor phone booking trends regularly.
- Review service demand patterns.
- Track appointment value and revenue.
- Export reports for operational review.
- Use insights to optimise scheduling and customer engagement.