The Appointment Blocked Time List Report compiles information about blocked times used by employees. This report allows you to view important details about blocked times and how they're utilized by employees!

Options Include:

Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Block Time Type

This report displays the following information:

Employee ID
Date
Duration
Type
Notes

Report Example:

Appointment Data Comparison Report

Appointment Data Comparison Report is available in the Ultimate edition of the EnvisionNow program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Appointment Data Comparison Report features the option to set up two date range periods. These date ranges can help your business to contrast appointment data as the report calculates numerical differences from the two time periods!

Options Include:

Date Ranges

This report displays the following information:

Appointments A
Appointments B
Appointments Difference
Cancelled A
Cancelled B
Cancelled Difference
No Show A
Now Show B
No Show Difference
New Clients A
New Clients B
New Clients Difference

Report Example:

Cashed Out Clients by Appointment Type / Totals by Type Report

Cashed Out Clients by Appointment Type / Totals by Type Report is available in the Ultimate edition of the EnvisionNow program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

Previously known as the Appointment Types by Client report now named "Cashed Out Clients by Appointment Type / Totals by Type" shows information on the appointment type selected for appointments at your business. This report can show the most common appointment types which can help you to better understand your clientele.

Options Include:

Detail or Summary
Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Appointment Type
Company Selection (For multi-location businesses)

This report displays the following information:

Appointment Type
Client (Detail)
Pet Name (Paws, Detail)
Count

Report Example (detailed):

appt reports cashed out by appt type detailed

Report Example (summary):

appt reports cashed out by appt type summary

Cashed Out Clients by Appointment Type / Totals by Employee Report

Cashed Out Clients by Appointment Type / Totals by Employee Report is available in the Ultimate edition of the EnvisionNow program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

Cashed Out Clients by Appointment Type / Totals by Employee Report (formerly called The Appointment Types by Employee report) shows the information on the appointment type selected on appointments, per employee. This report is a great way to see which employees are bringing in the most or the least of certain appointment types!

Options Include:

Detail or Summary
Date Range Selection
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Appointment Type Range
Company Selection (For multi-location businesses)
Sort By Options

This report displays the following information:

Employee ID
Appointment Type (Detail)
Pet (Paws, Detail)
Count

Report Example (detailed):

appt reports cashed out by employee detailed

Report Example (summary):

Appointments by Client Report

This report shows the appointments for the date range, grouped by client. This report can help you to see which services clients keep coming back for!

Options Include:

Detail or Summary
Date Range Selection
Show Graph Option
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
Appointment Type
Source Selection (API, Google, Online Booking, MyDash, Envision)
Other Options
Company Selection (For multi-location businesses)

This report displays the following information:

Client Name
Pet Name
Appointment Date
Appointment Time
Employee ID
Scheduled Service
Home Phone
Mobile Phone
Resource
Appointment Type (Summary)
Count (Summary)

Report Example (detailed):

Report Example (summary):

Appointments by Date Booked Report

The Appoints by Date Booked Report shows the appointments for the date the appointment was booked.

Options Include:

Detail or Summary
Date Range Selection
Show Graph Option
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Appointment Type
Source Selection (API, Google, Online Booking, MyDash, Envision)
All or Single Service
Other Options
Company Selection (For multi-location businesses)

This report displays the following information:

Appointment Date (Summary)
Appointment Time Booked
Duration of Appointment
Client
Pet Name
Employee Name
Scheduled Service
Home Phone
Mobile Phone
Resource
Total Appointments (Summary)

Report Example:

Detail

Summary

Appointments by Date Range Report

The Appointments by Date Range report shows the appointments for the date range, grouped by date. This report can show you the busiest days at your business!

Options Include:

Detail or Summary
Date Range Selection
Show Graph Option
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Appointment Type
Source Selection (API, Google, Online Booking, MyDash, Envision)
Other Options
Company Selection (For multi-location businesses)

This report displays the following information:

Appointment Date (Summary)
Appointment Time
Client
Pet Name
Employee ID
Scheduled Service
Home Phone
Mobile Phone
Resource
Total Appointments (Summary)

Report Example:

Detail

Summary

Appointments by Employee Report

The Appointments by Employee report shows the appointments for the date range, grouped by employee. This can help you see which employees are booking the most appointments!

Options Include:

Detail or Summary
Date Range Selection
Show Graph Option
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Client
All or Single Appointment Type
Source Selection (API, Google, Online Booking, MyDash, Envision)
Other Options
Company Selection (For multi-location businesses)

This report displays the following information:

Employee ID
Appointment Date
Appointment Time
Client Name
Pet Name (Paws, Detail)
Scheduled Service
Home Phone
Mobile Phone
Resource
Appointments (Summary)

Report Example:

Detail

Summary

Appointments by Group Report

The Appointment Groups feature is available with the Preferred & Ultimate editions of EnvisionNow. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Appointments by Group report allows you to view information about a group's appointments. Having the ability to pull and print this report can make it easier for your staff to be prepared for larger parties coming into your business. This feature is ideal for birthdays, wedding parties, and more!

Options Include:

Date Range Selection
All or Single Group

This report displays the following information:

Group Name
Date
Organizer
Party Size
Notes
Appointment Date
Appointment Time
Client
Pet Name (Paws)
Employee
Service

Cancelled Appointments Report

The Cancelled Appointments report shows appointments cancelled in the selected date range. This allows you to pull and analyze cancellation information for your business!

Options Include:

Detail or Summary
Date Range Selection
Date Range Option of Appointment or Cancellation
Show Graph Option
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Cancelled by Employee
All or Single Employee Department
All or Single Appointment Type
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Cancelled Date
Cancelled By Employee
Initials
Appointment Date
Client Name
Employee ID
Service ID
Reason
Count (Summary)

Report Example:

Detail

Summary

Daily Appointment List Report

This report shows a listing of appointments for the selected date. This report is incredibly helpful as it can be printed or emailed to employees to give them their official line up for the day! This also a great way to announce how resources have been assigned for the day.

Options Include:

Date Selection
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department
All or Single Appointment Type
Other Options
Company Selection (For multi-location businesses)

This report displays the following information:

Appointment Time
Client Name
Pet Name (Paws)
Employee ID
Service ID
Resource Assigned
Home Phone
Mobile Phone

Report Example:

No Show Appointments Report

This report shows a list of client appointments when the client was not checked in, meaning they would be considered a no show in EnvisionNow. This report allows you to keep track of no shows and organizes data that can be used to reduce no shows!

Options Include:

Detail or Summary
Date Range Selection
Show Graph Option
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Appointment Type
Sort By Options
Company Selection (For multi-location businesses)

This report displays the following information:

Appointment Date
Employee ID
Client Name
Pet Name (Paws)
Home Phone
Mobile Phone
Service ID
Count (Summary)

Report Example:

Detail

Summary

Online Booking Statistics Report

The online booking page now allows you to add your Google Analytics ID by going to the company settings to allows for online booking tracking. The online booking process on Envision is its own tracking, separate from Google Analytics. EnvisionNow's personalized reports and data are connected to your booked appointments to pull important statistics about client online booking. Read below for more information about online booking statistics and start a seamless booking process for your clients AND your business.

Enter your Google Analytics ID by going to Company Settings > Online Booking > General Options.

Learn how to view your Online Booking Statistics Report in the Appointment Report menu.

You can also track and measure how many people are clicking your online booking button and completing the booking process. The report breaks down the appointments of a certain date and then totals the number of bookings started, completed, and abandoned by clients. The report can help determine whether you should change a no-show policy, cancellation policy, or other booking policies you have in place.

Options Include:

Date Range Selection

This report displays the following information:

Date
Bookings Started
Bookings Completed
Bookings Abandoned

Report Example:

Work Tickets Report

The Work Tickets report shows summarized information about the client and scheduled appointment(s). Work Tickets can be used during an appointment so a service provider has all the important client information they need to best serve their client!

Options Include:

Service Ticket, Client Ticket, 3 per Page or Client Ticket
Date Selection
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department

This report displays the following information:

Client Information
Appointment Information
Future Appointments
Product/Service History
Client Formulas

Report Examples:

Service Ticket - Single page per service

Service Ticket - 3 services per page

Client Ticket - All services for a single client on one ticket

Work Ticket Report (Paws)

The Pet Work Ticket is available with the Paws version of EnvisionNow.

The Work Tickets report shows summarized information about the pet and scheduled appointment(s). Work Tickets can be used during an appointment so a service provider has all the important pet information they need to best serve their furry client!

Options Include:

1 Per Page Work Ticket, 3 per Page Work Ticket or Client Agenda/Traveler
Date Selection
All or Single Client
All or Single Pet
All or Single Employee
Team Selection (Ultimate Only)
All or Single Employee Department

This report displays the following information:

Pet Information
Appointment Information
Future Appointments
Product/Service History
Grooming Styles
Vaccines
Pet Attributes

Report Examples:

1 Per Page Work Ticket

3 Per Page Work Ticket

Client Agenda/Traveler