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

• 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.