The Appointments tab focuses on managing and analyzing all scheduled visits booked in advance helping staff and managers plan service delivery, reduce waiting times, and track appointment trends.
This tab provides both summary metrics and visual analytics, making it easier to understand daily operations and longer-term booking patterns.
Appointment Summary Counters
At the top of the Appointments tab, you’ll see clear, easy-to-read counters showing the status of all appointments:
Completed Appointments – Number of appointments successfully served.
Pending Appointments – Appointments scheduled but not yet served.
Rescheduled Appointments – Number of appointments that customers have changed to a different time or day.
Cancelled Appointments – Appointments that were booked but later cancelled.
These numbers help staff monitor workload and identify potential bottlenecks.
Filter by Time Range
To focus on specific periods, there are quick filter options:
Today – Shows only appointments for the current day.
This Week – Aggregates data across the current week.
Last Month – Provides insights from the previous month to analyze trends.
These filters let managers quickly switch between daily operational planning and longer-term performance analysis.
Graphs & Visual Insights
The Appointments tab also includes graphs to help visualize booking patterns and service demand:
Appointment Trends
Gives an overview by a graph about how many bookings are confirmed completed and canceled
Appointments by Service
Displays the distribution of appointments based on the different services offered (e.g., Consultation, Support, Billing).
Useful to see which services are in higher demand, helping allocate staff and resources effectively.
Appointments by Time of Day
Graph that breaks down bookings into time slots (morning, afternoon, evening).
Helps identify when most appointments are scheduled, so staff can be prepared during peak hours.
Purpose & Benefits
The Appointments tab helps your business:
Monitor and track appointment status in real time.
Plan staffing and resource allocation around peak booking times.
Reduce wait times and improve customer satisfaction by staying ahead of daily and weekly demand.