Sales reports on appointment app incorrect

[#1]

My staff likes to look up their sales on the appointment app often. As of 2 weeks ago the reports are no longer showing staff sales correctly. Some things are bumped to untracked employee or just not showing at all. Everything is correct on the dashboard. I emailed customer support and they were no help they just kept sending me protocols that have nothing to do with the issue. Wtf lol.

[#2 · Accepted solution]

Hi, @Troub ! 

I'm going to outline some troubleshooting steps below 🙂 

1. First, let's verify some basic troubleshooting steps:

   • Have all staff members logged out and back into their Square Appointments app?
   • Is everyone using the latest version of the Square Appointments app?

2. This issue could be related to:

   • Staff permissions settings
   • App synchronization issues
   • Staff member linking problems
   • Recent Square system updates

Since you mentioned that everything shows correctly on the dashboard but not in the app, this suggests a synchronization or app-specific issue rather than a data problem.

Here are the recommended steps to resolve this:

1. Immediate fixes for staff members:

   • Have each staff member completely close and restart the Square Appointments app
   • Check that they're signed in with the correct account
   • Ensure their device has a stable internet connection

2. For you as the administrator:

   • Double-check staff permissions in your Square Dashboard
   • Verify that all staff members are properly linked to their appointments
   • Ensure staff roles and permissions haven't been accidentally changed

Are all staff members experiencing this issue or just some? I'll be on the lookout for your reply. 

[#3 · Accepted solution]

Hi, @Troub ! 

I'm going to outline some troubleshooting steps below 🙂 

1. First, let's verify some basic troubleshooting steps:

   • Have all staff members logged out and back into their Square Appointments app?
   • Is everyone using the latest version of the Square Appointments app?

2. This issue could be related to:

   • Staff permissions settings
   • App synchronization issues
   • Staff member linking problems
   • Recent Square system updates

Since you mentioned that everything shows correctly on the dashboard but not in the app, this suggests a synchronization or app-specific issue rather than a data problem.

Here are the recommended steps to resolve this:

1. Immediate fixes for staff members:

   • Have each staff member completely close and restart the Square Appointments app
   • Check that they're signed in with the correct account
   • Ensure their device has a stable internet connection

2. For you as the administrator:

   • Double-check staff permissions in your Square Dashboard
   • Verify that all staff members are properly linked to their appointments
   • Ensure staff roles and permissions haven't been accidentally changed

Are all staff members experiencing this issue or just some? I'll be on the lookout for your reply. 

[#4 · Accepted solution]

@Troub - just following up here! Please let me know if you are still experiencing this issue!

[#5]

yes! logging out of the apps seems to have worked so far. thanks this was more helpful than the customer support email.

[#6]

Yay! I'm so glad to hear this! Come back to the Community any time you need assitance. We are all happy to help.