How To Generate a Revenue Report

This guide will show you how to generate a revenue report based on your appointment history.

Step 1. Select the Report Type

After selecting the "Reports" tab in the main work area, select the "Revenue" tab.
revenue report for online appointment booking system

Step 2. Creating a Revenue Report

After selecting the "Revenue Report" tab, select the period you want the report to cover. You may select a month in the past year, a year, or a specific range of dates. After you have made your selection, click on the "Generate Report" button to view the report.
revenue report for online appointment software
The report will show you subtotals for each service you provide, including taxes. A pie chart will display similar information in a graphical format. You may print the report by clicking on the "Print" link.


In order for revenue to be recorded and subsequently appear in reports, appointments must be set to "Attended" status. The status may be changed manually in the appointment details window, or may be set to "Attended" automatically by selecting this option under "Advanced Settings". All "Attended" appointments are archived at 12AM every day.
For more information, refer to "How To Set an Appointment to Attended"
revenue reporting for scheduling software

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.