Help Center

Appointment Report Overview

The Appointment Report provides a detailed analysis of your appointment data, helping you track performance, identify trends, and optimize scheduling. You can access this report by navigating to Reporting > Appointment Report in the left-hand menu.

Key Features and Insights

Appointment Status Breakdown: View counts of appointments by status, such as booked, confirmed, cancelled, and new.
Appointment Sources and Channels: Analyze where appointments originate, including funnels and user-generated sources.
Top Performing Calendars: Identify calendars with the highest number of bookings to gauge popularity and effectiveness.
Top Users by Appointments: See which users are securing the most appointments, enabling recognition of high performers.
Most Popular Days: Discover which days of the week receive the most appointments for better scheduling and resource planning.
Calendars with Highest Cancellations: Monitor calendars with frequent cancellations to address potential issues and improve retention.
Calendars with Highest Reschedules: Track calendars with the most rescheduled appointments to identify patterns or challenges.

About Event Sync Appointments

In the Channel donut chart, Event Sync appointments refer to events synced from third-party calendars (such as Google, Outlook, iCloud, or Calendly) that include at least one attendee.

Custom Reporting Options

For more tailored reporting needs, explore custom dashboards where you can add and modify widgets to display metrics from key areas of your CRM. Refer to the Custom Widgets help document for detailed guidance on this feature.