To access the Booking Source Report, click the App Drawer button 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
Summary card | Description |
Total Bookings | The total number of online bookings made at your business during the selected date range. |
ClassPass | The number of online bookings made at your business through ClassPass during the selected date range. |
The number of online bookings made at your business through an email notification during the selected date range. | |
The number of online bookings made at your business through Facebook during the selected date range. | |
The number of online bookings made at your business through Google during the selected date range. | |
Reserve with Google | The number of online bookings made at your business through Google via Reserve with Google during the selected date range. |
Wellhub | The number of online bookings made at your business through Wellhub during the selected date range. |
Data import | The number of online bookings that were made at your business through another software, then imported into WellnessLiving during the selected date range. |
WellnessLiving Explorer | The number of online bookings made at your business through your WellnessLiving Explorer listing during the selected date range. |
Presence Website | The number of online bookings made at your business through your Presence custom website during the selected date range. |
Elevate Staff App | The number of online bookings made at your business through the Elevate Staff App during the selected date range. |
Achieve Client App | The number of online bookings made at your business through the Achieve Client App during the selected date range. |
Undefined | The number of online bookings made at your business through an unknown source. |
Attendance Kiosk | The number of online bookings made at your business through the Attendance Kiosk during the selected date range. |
Check-In Kiosk | The number of online bookings made at your business through the Self Check-In Kiosk during the selected date range. |
Staff Back Office | The number of online bookings made at your business through the Staff Back Office during the selected date range. |
Client Web App | The number of online bookings made at your business through the Client Web App during the selected date range. |
Website Widget | The number of online bookings made at your business through one of your widgets during the selected date range. |
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:
|
Booking Date | The date the booking was made. |
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. |
Advanced filters in the Booking Source Report
Filter | Description |
Bookable Assets | Use this filter to determine which Book-a-Spot assets to include in the report. |
Client Types | Use this filter to determine which clients to include in the report based on their client type. |
Staff | Use this filter to determine which staff members to include in the report. |
Locations | Use this filter to determine which locations to include in the report. |
Start Time Range | Use this filter to determine which to include in the report based on the specific time range during which they occurred. |
Day of the Week | Use this filter to determine which to include in this report based on the day(s) of the week they occurred. |
Classes | Use this filter to determine which classes to include in the report. |
Events | Use this filter to determine which events to include in the report. |
Appointments | Use this filter to determine which appointment types to include in the report. |
Client Status | Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option. |
Client Groups | Use this filter to determine which clients to include in the report based on their client group. |
Booking Source | Use this filter to determine which clients to include in the report based on the source of the booking. |