To view the Booking Requests Report click the App Drawer button then click View All > Reports > Clients > Booking Requests.
The Booking Requests Report is a client report that displays all appointment and asset bookings that have been requested during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.
Key tips
When creating a dashboard, the Booking Requests Report is selected by default.
You can use this report to accept or deny booking requests.
Denied or unapproved requests are displayed based on the submission date, while accepted requests are shown based on the booking date. For example, a request submitted on January 24 for a February 4 appointment will appear in the January report until accepted, after which it will appear in the February report.
Summary cards in the Booking Request Report
In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.
Summary card | Description |
Total | The total number of booking requests made during the selected date range. |
Active Pass Holder | The total number of active pass holders with a booking request during the selected date range. |
Active Member | The total number of active members with a booking request during the selected date range. |
Inactive Pass Holder | The total number of inactive pass holders with a booking request during the selected date range. |
Inactive Member | The total number of inactive members with a booking request during the selected date range. |
Prospect | The total number of prospects with a booking request during the selected date range. |
Headings in the Booking Requests Report
Heading | Description |
Date | The date and time that the booking has been requested for. |
Info | The type of appointment or asset that was requested along with the staff member and location. |
Client | The name, email, phone number, and profile image of the client who the booking is requested for.
Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. |
Requested | The date and time at which the booking request was submitted. |
Status | The status of the booking request. The possible statuses are:
Note: Denying an appointment request won’t automatically refund the client. The client must be refunded manually. |
Setup | Click the Action buttonto choose from the following options:
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Advanced filters in the Booking Requests Report
Filter | Description |
Client Status | Determines which clients to include in the report based on whether they currently have an active Purchase Option. |
Client Groups | Determines which clients to include in the report based on their client group. |
Locations | Determines which locations to include in the report. |
Appointments | Determines which appointment types to include in the report. |
Client Types | Determines which clients to include in the report based on their client type. |
Staff | Determines which staff members to include in the report. |
Bookable Assets | Determines which Book-a-Spot assets to include in the report. |
Appointments Request State | Determines which appointment request statuses to include in this report. |