Answering basic questions about how your business is performing shouldn’t take more effort than running the business itself.
Yet for a lot of small business owners, figuring out certain things usually means having to dig through calendars, payment records, and multiple spreadsheets.
Bookedin’s latest Reports feature changes that. With this new feature, you get a clear, filterable view of bookings, payments, and client activity.
That way, you can easily make informed decisions about things like whether it’s time to raise prices, which staff members can take on more clients, whether a recent promo or ad actually drove more bookings, or simply figuring out how last month actually went.
What Can You See and Do With This Feature?
When you go to the new Reports page, you’ll find a single table view of your appointment activity, with columns for the following:
Service name
Under this column, you can see which services are getting booked most often and which ones are lagging behind.
Over time, this helps you figure out what’s worth promoting, what might need a price adjustment, and what you could consider dropping from your menu altogether.
Calendar
This shows which staff member or whose calendar each appointment is assigned to.
From there, you can track which staff member handled what, as well as how full their schedule is. This makes it easier to balance workloads and spot if certain team members are consistently overbooked while others have gaps.
Client name
Every booking is tagged with the client’s name.
This lets you pinpoint your highest-value clients (i.e., the ones booking frequently or choosing your most expensive services), spot loyal regulars, and notice when someone who used to book a lot has suddenly disappeared, so you can reach out or try to re-engage them.
On the flip side, if you notice a particular client who no-shows or cancels repeatedly, you can take action and consider blocking them if necessary.
Appointment status
This shows whether a booking was completed, cancelled, or a no-show. That way, you get a clear picture of how often clients are actually showing up versus not following through.
Cancellations and no-shows are one of the biggest drains on a service business, and sometimes, they fly under the radar when you’re so focused on the day-to-day.
Having the actual numbers in front of you makes it easier to spot clients with a pattern of missed appointments and tighten up your policies accordingly.
Amount
See the price of each service a client booked, which makes it easy to identify both your highest-value clients and your most profitable services at a glance.
Date and time
This shows when each appointment took place.
Over time, that data reveals patterns you’d never catch just by scrolling through your calendar. Think busy and slow seasons, which services are more popular at certain times of the year, or how frequently a specific client books with you.
Who Can Access Reports?
Another thing that makes the Reports page useful is that you control who sees it. After all, not everyone on your team needs access to revenue figures, client trends, and other sensitive business data.
The page is visible only to Account Owners, Administrators, and Managers. Staff- and Viewer-level users won’t see the page, so sensitive business data is available only for select employees.
This feature is part of Bookedin’s User Login Security, so if your team’s permissions are already set up, Reports will follow the same access levels automatically.
Also, it’s available exclusively on the Pro plan. So, if you’re already on Pro, simply log in to the Scheduler, and you’ll find the Reports button in the top-right navigation bar.
Currently on a different plan? We recommend upgrading to Pro so you can access Reports and the rest of Bookedin’s complete toolkit. Think client thank-you emails, add-on services, automated reminders, ad tracking, and more.
Also read: How To Keep Customers Happy: A Guide for Service Business Owners
Making informed decisions about your business shouldn’t always require extra hours of admin work.
With this new feature, Bookedin keeps your data organized and accessible, so you can check in on how your business is doing whenever you need to — without spending a lot of time piecing things together.
