The Daily Setup Report lists all appointments scheduled to take place during a selected date range. This report can be filtered by location.
Sample Daily Setup Report
Daily Setup Report Fields
- Appt Date: The date and time the appointment is scheduled to take place
- Employee Name: The staff member assigned to the appointment
- Guest Name: The lead for whom the appointment is scheduled to occur.
- Phone: The lead's phone number.
- Email: The lead'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" is rescheduled from an earlier appointment, the date and time of that appointment will show here. If "Appt Date" is not a reschedule, this field will appear blank.
- Appt Booked: The date and time in which the lead's current appointment was scheduled.
- Notes: If applicable, any notes that were added to the appointment's calendar event.
Learn more about accessing, filtering, and scheduling reports.