Square Champion

Customer's Total Spend with Service Provider

Hey Everyone! 

 

I went to Customers -> Directory -> Filters -> Booked with -> (Selected Service Provider).

 

It shows Total Spend for the customer. 

 

But that is total spend across multiple service providers and store products. 

 

How do I calculate Total Spend with THAT Service Provider? 

 

@DinaLRosenberg  @JessPoynter  Any idea? 

60 Views
Message 1 of 3
Report
2 REPLIES 2
Square Champion

Ugh- no clue.

Honestly we check out our service providers as if they are items, not services- we only use the calendar to block the time. I DESPISE the way appointments integrates with items. So when I check a particular customer we see this:

 

Screenshot 2025-08-28 at 9.54.28 PM.pngN

Npw- that doesn't give the total spend but it gives us quite a lot!

Dina
Co-Owner Amityville Apothecary
www.shopamityvilleapothecary.com
Instagram | TikTok @AmityvilleApothecary

Podcast: Apothecary After Dark (YouTube & Spotify)
33 Views
Message 2 of 3
Report
Square Champion

Oh yeah. I remember now that you checkout service providers as items. 

That says a lot about Appointments... 

I am keeping hope that Square AI will make Appointments reporting better. 

However, I question the structure of the data and if AI can even scrape it properly. 

Thanks! 

28 Views
Message 3 of 3
Report