The Daily Setup Report lists all appointments scheduled to occur during a selected date range, which can include past and/or future dates. This report can be filtered by location.
Sample Daily Setup Report
Daily Setup Report Fields
- Appt Date: The scheduled date and time of the appointment
- Employee Name: The staff member assigned to the appointment
- Guest Name: The Prospect attending the appointment
- Phone: The Prospect's phone number
- Email: The Prospect's email address
- Source: The Marketing Source through which the lead initially discovered the club. (Example: 'Billboard', 'Radio Ad', 'Referral', etc.)
- Prior Appt Date: If the "Appt Date" was rescheduled from an earlier appointment, the date and time of that appointment will show here. Otherwise this field will appear blank.
- Appt Booked: The date/time that the appointment was created
- Notes: If applicable, any notes that were added to the appointment's calendar event.
Learn more about accessing, filtering, and scheduling reports.