How can we help?

Search for answers to your questions by entering keywords below, or look through our knowledge base.

Daily Setup Report

Follow

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

Sample report
Daily Setup Report Fields

  • Location
  • 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.

Was this article helpful?
0 out of 0 found this helpful

Comments