How does the Appointments History work?

[KristyLin]

I was hoping to use the History option under Appointments Settings to gather data at the end of each month, but it looks like the history does not accurately reflect the calendar. For instance, I see sessions that were cancelled on my Calendar still present in the History. This makes the History list rather useless, doesn't it?

So, what does the History actually track, and is there some way to retrieve any analysis of past months?

Thanks.

[Sean · Accepted solution]

Thanks for flagging, and sorry for the confusion! This information will probably be more useful if you export it as a .CSV.

Once in the .CSV, you'll have access to your appointments history, including location, status of the appointment, address, service, duration, client name, client email address, client phone number, as well as the staff member who fulfilled the appointment. You can use your spreadsheet software to filter this data more easily.

This article from our Support Center covers this topic. 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

[KristyLin]

Thanks! That was the solution.

By the way, I did not receive notification that you answered this and do not see a way to request notifications. That would also be helpful. 

Kristy

[Kpay]

Hey @KristyLin - check out this thread on email notifications for the community. You should have automatically received a notification when your thread was replied to - so weird that it didn't happen for you!

You can take a look at your notification settings here. If everything looks good there, you should be good to go. Let us know if it doesn't work for you though! 

[KristyLin]

Got the notification this time, so it's working now. Thanks.

[Kpay]

Yay!! Thanks for letting us know @KristyLin - hope you have a great week. 👍