Appointment Rebooking Report (Reference)

Article Details

Summary

The Appointment Rebooking Report shows appointments in a time frame and whether the customer booked another appointment.

What This Does

Grooming businesses often keep clients on a schedule. The next appointment is booked before or when the current one ends. This keeps pets groomed on a regular basis and helps you build your client base. This report helps you contact customers who have not booked their next appointment.

Gingr partners with Joe Zuccarello, owner of Paragon Dog Grooming and an expert in business management for pet care businesses. He can help you use this report and others like it. He can also help you set and reach performance goals. To learn more, select Talk to an Expert at the top of the report or visit the partnership page.

This report is for past reporting. Select dates in the past or the current date only. You cannot use it to forecast performance. You can select one or more specialists and appointment types. The report runs for a date range, one location at a time.

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.

Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.

Where to Find It

Go to Book Icon » Reports » Appointment Rebooking Report.

Report Parameters

Parameter Description
From The start date. It must be a past or current date. The report runs for a maximum of 30 days at a time.
To The end date. It must be a past or current date.
Location The location you are running the report for. The report runs one location at a time.
Choose Specialist Optional. Select specialists. If you select none, the report runs for all specialists.
Appointment Type(s) Optional. Select appointment types. If you select none, the report runs for all appointment types.
Only include pets with no next appointment of same type booked? Check this box to show only appointments that were not rebooked with the same appointment type.
Export to Excel? Check this box to export the results to Excel.

Report parameters selection form

Report Output

The pet name, owner name, service, and specialist columns sort alphabetically when you select the column header. Select an appointment column header to sort by date.

Percentage of Appointments with Next Appointment of Same Type Booked The percentage of appointments in the date range that have an upcoming appointment of the same type booked.
Percentage of Appointments Rebooked on Same Day as Last Appointment The percentage of appointments rebooked with the same appointment type on the day the last appointment was completed.
Pet Name The name and icons for the animal with an appointment in the time frame. Icons include custom icons, immunizations, appointment cards, and employee notes. Select the pet's name to open their profile.
Owner Name The name and icons for the owner. Select the owner's name to open their profile.
Service Type The appointment type the pet completed.
Specialist The specialist who completed the previous appointment.
Appointment Scheduled At The start date and time of the previous appointment. Select it to open the reservation details page.
Next Appointment Scheduled At The start date and time of the rebooked appointment, plus the reservation creation date and user stamp. Select it to open the reservation details page.

Pet grooming appointment details table.

Export or Print the Report

To export to a CSV file, check Export to Excel? in the report parameters. Then select the blue Generate Report! button. To print, set your parameters and generate the report. Then select the green Print PDF button at the bottom of the report parameters.

Report parameters with export options

Add Results to a Marketing Campaign

After you run the report, select Add to Campaign at the top of the results. This lets you target the customers on the report with a marketing campaign.

Add to Campaign button highlighted.

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