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Daily Setup Report


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 for multiple locations

Daily Setup Report Fields

  • Location
  • 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.

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