1. Tracking Staff Performance and Revenue
The Staff section allows you to monitor how each team member contributes to your salon's bottom line.
Key Staff Metrics
In the Analytics tab, you can view high-level performance highlights:
Leading Revenue Leaders: A quick leaderboard showing which staff members have generated the most income (e.g., Kirsty Rutherford at GBP 640.00).
Top Staff Overview: View a specific staff member’s total appointments handled, total hours worked, and total revenue generated.
Team Averages: Monitor salon-wide averages, including:
Average total hours worked per staff.
Average number of repeat bookings per staff.
Average number of unique pets handled per staff.
Detailed Staff Reports
Switch to the Report tab for a granular table view of your team's performance:
Staff Name: Identify individual performers.
Total Appointments Handled: See the volume of work completed by each person.
Unique Repeat Customers: Identify which staff members are best at retaining clients.
Hours & Revenue: Compare actual hours worked against the revenue generated to assess efficiency.
2. Managing Past Appointments
Understanding your historical data helps you identify busy periods and manage cancellations.
Analysing Appointment History
The Past Appointments analytics dashboard provides:
Total Appointments Over Time: A bar graph showing booking volume for the selected date range.
Manual vs. Online Bookings: See how many appointments were booked by your team versus clients booking themselves online.
Booking Highlights: Track the total number of cancellations, no-shows, and reschedules.
Reviewing the Appointment Log
Use the Report tab in Past Appointments to see a full history:
Details at a Glance: View the appointment date/time, customer and pet name, and the specific service performed (e.g., "Cavapoo Full Groom").
Booking Type: Identify if the appointment was a "MANUAL" booking.
Assigned Staff: Confirm which staff member was responsible for the visit.
3. Forecasting with Upcoming Appointments
Plan your week by reviewing scheduled work across all locations.
Upcoming Workload
The Upcoming Appointments section gives you a clear view of your future schedule:
Search and Filter: Use the search bar or the Filter button to find specific upcoming bookings or view appointments for a particular staff member.
Customer Information: View which pets are coming in (e.g., "Charlie" for a "Chorkie Full Groom").
Schedule Transparency: See exactly when an appointment was created and the salon location where it will take place.
How to Filter and Customise Your View
To get the most accurate data for your specific needs:
Select Location: Use the Location dropdown at the top right to switch between specific salons or view "All Locations."
Adjust Date Range: Toggle the date picker to view "Last 7 days," "Next 7 days," or a custom period.
Switch Tabs: Always toggle between Analytics for charts and Report for searchable lists.