Appointy provides different reports to help you review appointments, revenue, customers, reminders, SMS usage, tips, and other business activity.

Depending on the report, you can also use tools such as:

• Search
• Advanced Search
• Column selection
• Date-range filtering
• Printing
• Exporting

Note: Reports can be viewed for a maximum date range of 1 month at a time.

Appointment Report

The Appointment Report provides detailed information about appointments booked with your business and the services associated with those appointments.

You can review appointments based on:

• Appointment Date
• Booking Date

This is useful when you want to understand either when the appointment is scheduled to happen or when the customer originally made the booking.

Expected Revenue in the Appointment Report

The Appointment Report includes Expected Revenue.

Expected Revenue represents the expected value of appointments based on the original service price.

It does not automatically reduce the Expected Revenue when a coupon or discount is applied.

Example: Coupon discount

Suppose:

• Original service price: $99.95
• Coupon discount: $30
• Amount payable after discount: $69.95

The Appointment Report still uses $99.95 when calculating Expected Revenue.

If 40 appointments were booked:

Expected Revenue shown in the Appointment Report

40 × $99.95 = $3,998

If all 40 appointments used the $30 coupon:

Adjusted booking value after discount

40 × $69.95 = $2,798

The difference exists because the Appointment Report uses the original service price when calculating Expected Revenue.

How to calculate adjusted Expected Revenue when discounts are used

If only some appointments used a coupon, you can manually calculate the adjusted expected value.

Formula:

Adjusted Expected Revenue = Expected Revenue − (Coupon Discount × Number of Appointments Using the Coupon)

Example

• Expected Revenue: $3,828.05
• Coupon discount: $30
• Appointments using the coupon: 30

Calculation:

$3,828.05 − ($30 × 30) = $2,928.05

So the adjusted expected value after those discounts would be $2,928.05.

This calculation is useful when you want to estimate appointment value after discounts.

Expected Revenue is not the same as money collected

Expected Revenue should not be treated as the amount already received.

For example:

• Original service price: $99.95
• Coupon discount: $30
• Discounted appointment value: $69.95
• Advance payment collected: $10

For 40 appointments:

Discounted appointment value

40 × $69.95 = $2,798

Advance payment collected

40 × $10 = $400

Remaining balance

40 × $59.95 = $2,398

The Appointment Report may therefore show a much higher Expected Revenue than the amount currently recorded in the Sales Report.

That does not necessarily indicate an error. The two reports measure different things.

Sales Report

The Sales Report shows revenue and payments that have actually been recorded.

Use the Sales Report when you want to understand:

• Payments received
• Advance payments
• Remaining balances recorded later
• Revenue recorded during a particular period

Which month does a payment appear in?

Sales are counted according to the date the payment is received or marked as paid, not necessarily the appointment date.

Example: Future appointment paid today

Suppose it is October and a customer books an appointment for December but pays in October.

The sale is counted in:

October Sales

because the payment was received in October.

Example: Past appointment paid later

Suppose a customer had an appointment in October, but you mark the appointment as paid in December.

The sale is counted in:

December Sales

because that is when the payment was recorded.

Sales Report follows the payment date, while Appointment Report follows appointment-related activity.

Advance payments and remaining balances

If a customer pays only part of the appointment amount during booking, the Sales Report initially reflects only the amount that has actually been recorded as paid.

For example:

• Discounted appointment value: $69.95
• Advance collected: $10
• Remaining balance: $59.95

The Sales Report initially reflects the $10 payment.

When the remaining $59.95 is collected and recorded later, that amount appears according to the date on which it was recorded.

Why Appointment Report and Sales Report may not match

You should not expect the totals in the Appointment Report and Sales Report to always match.

They measure different things.

There can also be a timing difference.

For example:

• Appointment date: December
• Payment date: October

The appointment belongs to the December appointment period, while the payment belongs to October Sales.

Similarly:

• Appointment date: October
• Payment marked as paid: December

The payment is counted in December Sales.

Important when comparing Appointment and Sales Reports

When reconciling the two reports, make sure you consider:

• Appointment date
• Booking date
• Payment date
• Coupon discounts
• Advance payments
• Remaining balances
• Payments recorded later

Comparing one month of Appointment Report data directly with another month of Sales Report data can result in different totals simply because the appointment and payment dates are different.

Customer Report

The Customer Report gives you an overview of customers registered with your business.

Customer records can be reviewed according to their registration date and filtered using the available report time frame.

This report is useful for reviewing:

• New customer registrations
• Customer growth
• Customer information stored in your account

Alert Report

The Alert Report provides information about appointment-related email reminders and notifications.

It includes appointment records for which email alerts have been sent.

You can filter the report using the available time frame.

SMS Report

The SMS Report contains records of appointment-related SMS notifications sent from your account.

This helps you review SMS activity associated with appointments and reminders.

Credit Charge Report

The Credit Charge Report shows the SMS credits that have been used from your account.

This is useful for tracking SMS-credit consumption.

Tips Report

The Tips Report shows payments where customers have added a tip.

Depending on the available report fields, it can include information such as:

• Date
• Customer name
• Service
• Payment amount
• Tip amount

You can use this report to review tips received by your business.

Which report should I use?

Frequently Asked Questions

What is Expected Revenue in the Appointment Report?

Expected Revenue represents the appointment value based on the original service price.

Does Expected Revenue include coupon discounts?

No. The discounted price is not automatically factored into Expected Revenue.

How can I calculate Expected Revenue after discounts?

Use:

Adjusted Expected Revenue = Expected Revenue − (Discount × Number of Appointments Using the Discount)

Is Expected Revenue the same as the amount collected?

No. Expected Revenue represents appointment value. The Sales Report shows payments that have actually been recorded.

Which report should I use to check actual revenue collected?

Use the Sales Report.

If a customer pays in October for a December appointment, which month's Sales Report shows the payment?

The payment appears in October Sales.

If an October appointment is marked as paid in December, where does the sale appear?

It appears in December Sales.

Why are my Appointment Report and Sales Report totals different?

Common reasons include:

• Coupon discounts
• Advance or partial payments
• Remaining balances
• Different appointment and payment dates
• Payments recorded later

Can I view more than one month of report data at a time?

No. Reports can be viewed for a maximum date range of 1 month at a time.