To access the Booking Source Report, open the App Drawer then click View All > Reports > Attendance > Booking Source.
The Booking Source Report is an attendance report that displays details such as date, time, location, and staff member about online bookings made by clients at your business during the selected date range. This report can be used to gain an overview of the booking trends for your services. The summary cards at the top of the page provide an overview of the key information in the report.
Note: no-shows aren't included in this report.
Summary cards in the Booking Source Report
The Booking Source Report displays the following transaction information based on the selected date range.
Summary card | Description |
Total Bookings | The total number of bookings made at your business. |
ClassPass | The number of bookings made at your business through ClassPass. |
The number of bookings made at your business through an email notification. | |
The number of bookings made at your business through Facebook. | |
The number of bookings made at your business through Google. | |
Reserve with Google | The number of bookings made at your business through Google via Reserve with Google. |
Wellhub | The number of bookings made at your business through Wellhub. |
Data import | The number of bookings that were made at your business through another software, then imported into WellnessLiving. |
WellnessLiving Explorer | The number of bookings made at your business through your WellnessLiving Explorer listing. |
Presence Website | The number of bookings made at your business through your Presence custom website. |
Elevate Staff App | The number of bookings made at your business through the Elevate Staff App. |
Achieve Client App | The number of bookings made at your business through the Achieve Client App. |
Undefined | The number of bookings made at your business through an unknown source. |
Attendance Kiosk | The number of bookings made at your business through the Attendance Kiosk. |
Check-In Kiosk | The number of bookings made at your business through the Self Check-In Kiosk . |
Staff Back Office | The number of bookings made at your business through the Staff Back Office. |
Client Portal | The number of bookings made at your business through the Client Portal. |
Website Widget | The number of bookings made at your business through one of your widgets. |
Headings in the Booking Source Report
Heading | Description |
Client | The client who was booked into the service.
Relevant client details like pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be indicated by small icons. Hover over any icon to learn more. |
Visit | The name, time, and date of the service, as well as the staff member conducting the service. |
Location | The location of the service. |
Booking Source | How the client was booked into the service. Possible sources are:
|
Booked By | The client or staff member who made the booking.
If one of the client’s relationships booked the session for the client, the relationship type will be displayed next to their name. |
Filters in the Booking Source Report
Filter | Description |
Bookable Assets | Filters the report to include specific Book-a-Spot assets. |
Client Types | Filters the report by client type. |
Staff | Filters the report to show bookings linked to the selected staff members. |
Locations | Filters the report to include specific locations. |
Start Time Range | Limit the report to bookings within a selected time range. |
Day of the Week | Displays bookings that occurred on specific day(s) of the week. |
Classes | Filters the report to include chosen classes. |
Events | Filters the report to show selected events. |
Appointments | Filters the report to include particular appointment types. |
Client Status | Displays clients based on whether they have an active Purchase Option. |
Client Groups | Filters the report to include clients belonging to the chosen client group. |
Booking Source | Displays bookings by their booking source. |