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Appointment Report

Discover how to effectively track and analyze your appointment data using Stack's Appointment Report. This tool provides a comprehensive view of your appointments, helping you understand key metrics and optimize your scheduling.

Accessing the Appointment Report​

Navigate to the Appointment Report by selecting Reporting > Appointment Report from the left-hand menu.

Key Features and Insights​

Numeric Charts for Different Statuses​

  • Appointment Status Overview: Quickly view the number of appointments categorized by their status, such as booked, confirmed, canceled, and new.

Appointment Sources and Channels​

  • Detailed Source Breakdown: Analyze your appointments based on various channels and sources, including funnels and users, to understand where your appointments are coming from.

Top Performing Calendars​

  • Identify Popular Calendars: Discover which calendars are receiving the most bookings, helping you pinpoint which ones are most effective.

Top 5 Users by Number of Appointments​

  • Recognize High Performers: Find out which users are securing the most appointments, allowing you to acknowledge and reward their efforts.
  • Optimize Scheduling: Learn which days of the week have the highest number of appointments, so you can better allocate resources and manage your schedule.

Top 5 Calendars with Cancellations​

  • Track Cancellations: Monitor the calendars with the most cancellations to identify potential issues and improve client retention.

Understanding the Channel Donut Chart​

In the Channel donut chart, "Event Sync" appointments refer to events that include at least one attendee when synced from third-party calendars like Google, Outlook, iCloud, or Calendly into Stack.

Explore these features to enhance your appointment management and make data-driven decisions for your business.