How does reporting work?

AppointmentGuru includes a reporting dashboard so that you can get insight into your business.

How does reporting work?

Reporting can give you useful insight into your business. Most of the reporting is automated - meaning that you only need to use AppointmentGuru to generate the info. However, some of the reporting is reliant on you ensuring your AppointmentGuru account is up-to-date by:

  • Making sure to mark appointments as canceled if they are canceled to show the correct number of appointments and projected revenue.
  • Marking appointments/invoices as paid to view the difference between outstanding and received income.

You can find reporting in two places:

  1. On the Home page in your AppointmentGuru account. Toggle options above the graph to view alternative reporting.
  2. From Reports in the menu on the left, go to your GuruNumbers (login with your normal AppointmentGuru credentials) to view more detailed reporting.
Published: February 1, 2022
Last updated more than a month ago
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