Reports: bookings, money and how the assistant works

Where to find it

Open Reports in the left menu. Reports are available on every plan. In your team, the owner, administrators, managers and viewers see them; an operator needs the “Analytics” permission in the access settings.

What is on the page

At the top is the Today block: today’s conversations and bookings, the value booked, today’s visits and how many clients have already come. It refreshes by itself every minute. On a day with nothing in it, the block is hidden.

Below it is a summary line, for example “Bookings in 30 days: 155, worth €13,398. That is 9% fewer bookings than the previous period”, and the tabs:

Comparison with the previous period

Each period is compared with the previous period of the same length right before it: the last 30 days with the 30 days before them. Under a figure you see how many percent it went up or down and what it was. For shares the difference is shown in percentage points (pp).

The colour tells you whether that is good: green when things got better, red when worse. For money lost to no-shows, cancellations and the no-show rate, growth is red.

If there is no data for the previous period, for example because you connected recently, the figure says “nothing to compare with” instead of a percentage.

How a figure is calculated

Hover over the “i” icon next to a tile’s label: a hint with the formula appears. For example, “Booked worth”: the total of live bookings created in the period, without cancelled ones; the day is the booking date in the salon’s time zone.

A few formulas people ask about most:

• ·Reached the till: the total of visits marked “attended” whose date falls in the period.
• ·Lost to no-shows: the total of visits marked “no-show”. Cancellations are not included.
• ·Chat → booking: conversations that got a live booking in the period, divided by all conversations where the client wrote in the period.
• ·Handled without a human: conversations the assistant answered with no person involved, divided by all conversations of the period.
• ·No-shows: no-shows divided by visits with a known outcome. Future and unmarked visits are excluded.
• ·Time saved: how long the assistant’s replies would have taken an admin: each reply counts as the pause before it, up to 5 minutes. Broadcasts are not counted.

Period and filters

• ·Period: at the top right, 7, 30 or 90 days. It applies to every tab.
• ·Channel: the “All channels” list next to the period: WhatsApp, Instagram, Facebook, Telegram, Viber, website chat, calls, Bitrix24. It applies to every tab and to the Today block. The Channels and Campaigns tabs do not have it: Channels is already split by channel, and campaigns go out outside conversation channels.
• ·Agent: if your workspace has several agents, an “All agents” list appears next to the channel. With one agent there is no such list.

The tab, period and filters are kept in the page address: you can send the link, and the recipient opens the same report.

Settings that keep the figures accurate

Open Settings → General:

• ·Time zone: the report cuts days and “today” by it. Without a time zone, days are counted in UTC and a warning appears above the figures.
• ·Report currency: amounts are shown in it. If none is chosen, the report takes the currency from the business profile (the “Currency and price list” card), from the bookings or by the country of your time zone, and as a last resort shows euro and says so above the figures. Amounts in other currencies are not converted or added to the main one: the report shows them on a separate line and notes this in the Money block header.
• ·Admin hourly rate: it turns time saved into money. Without a rate, the “Time saved” tile shows only hours and the hint “set an admin hourly rate in settings”.

Tips

• ·Watch “Lost to no-shows” and “No-shows”: if they grow, turn on reminders or a deposit.
• ·The “When clients write” map shows which hours are worth staffing or adding to your opening hours.
• ·“Long time no visit” lists clients who broke their usual visit rhythm. The Message button opens the conversation with that client.
• ·If the Bookings tab shows many visits “past, not marked in the CRM”, mark the outcomes in your CRM: “Reached the till” and the no-show rate depend on them.

FAQ