Skip to main content

What is the Insights Appointments Booking Dashboard?

The Insights Booking Dashboard gives you a centralized view of your appointment performance

Written by Jason Wiese
Updated yesterday

The Insights Booking Dashboard gives you a centralized view of your appointment performance, including attendance, cancellations, and no-shows. Use built-in filters and export options to quickly analyze booking trends and take action with your data.


Accessing the Dashboard

The Appointments Booking Dashboard report is located in Insights > Appointments > Bookings Dashboard. Filters include:

  • Appointment Date: Current Month, Last Month, Last Quarters, Current Year To Date, custom range

  • Locations

  • Booking Status

  • Instrucor

  • Service Name


Understanding the Report

The top KPIs include:

  • Total Bookings

  • Completed: Count of appointments marked as checked in or where the appointment is in the past, and the status is pending

  • Scheduled: Count of appointments in the future that have not been canceled

  • Canceled

  • No Shows

The Booking Details show all appointment details for the selected date range, including customer details and status. The following information will display, along with an option to export:

  • Instructor Name

  • Service

  • Appointment Date

  • Time

  • Duration

  • Location

  • Booking ID

  • Customer Name

  • Customer Email

  • Customer Phone Number

  • Is Guest?

Did this answer your question?