Feature Request: Include number of appointments booked vs completed - Square Appointments reporting

Feature Request: Include number of appointments booked vs completed - Square Appointments reporting

The title of this post has been edited from the original: Square Appointment Reporting

 

We are needing a way to run a report for stylists and the # of appts made and # of appts completed.  Is this possible?  If so, how?  

 

Thanks!  

 

 

18 Replies
Square Community Moderator

Hey, Brad! Thanks for reaching out about this. At this time, unfortunately, we do not have any reporting for past appointment sales or bookings. This is a popular feature request we are tracking, so I've merged your post with an existing thread that is related to your feature request so we can keep them all in one place. 

 

Thanks again and please let me know if you have any other questions!

Does anyone know if Square will give us the ability to see customer retention on Square Appointments? I can't imagine any Square Appointments user that would not want to see what their customer retention rate is. It would be even more amazing if Square could offer us the ability to filter the retention rate by team member to see which team members are retaining customers better. A re-booking tracking feature would also by great. Something that would enable business owners to see how many customer appointments are being re-booked before they leave. Does anyone know if something like this is in the works? Thanks. 

Square Community Moderator

Hi @houseofshaves Thanks for posting. This is still a feature request for us, as you know, and we are still tracking requests. I've merged your post with an existing thread so we can keep all the requests of this sort in the same place. Thank you!

I need a detailed appointment report. I have multiple therapists, would like a report that shows client name, Amount of service and tips.  Would be very useful to use this for Payroll purposes.

Alumni

Hi there, @SOMAThe**bleep**utic 👋 Good to hear from you! Thanks for taking the time to bring your question here to the Seller Community. Welcome back!

 

First things first, have you taken a look into the Team Management integration with Payroll? This integration gives Seller expanded metrics into Employee performance and transactions,

In regards to your specific question, I've gone ahead and merged your post with a thread of Sellers asking similar questions about reporting feature for Square Appointments. As of now, Appointments reporting is limited to your booking history for past meetings, and a Calendar view for upcoming appointments. While this feature is somewhat limited from a reporting stand-point, we are actively developing an over-haul of new reporting features for Invoices that you can expect down the road.

 

Feel free to shoot me a response - I will keep an eye out!

It's commission based employment not hourly wages.  

Is there really not a way to see the customers you have declined?? What if it was an accident to decline? 

Alumni

Hey @nishasupahan,

 

Thanks for writing in and highlighting this feature request. I understand your frustration not having this feature at the moment. We are always looking to incorporate additional features such as this and I have shared your request with our product team to see if we can support this in the future.