How to view Appointment List Report in MioSalon?

Overview

The Appointment List Report now includes a new Created Date filter. This helps you analyze when appointments were booked rather than when they take place.

How to Access

1. Navigate to Main Menu on the left-side

2. Go to Reports → Appointment & Sales → Appointment List Report

Using the Appointment Date Filter

The Appointment Date filter helps you view appointments scheduled for a specific day or period — ideal for tracking daily or weekly service activity.

1. In the report page, locate the Date Filter at the top.

2. Select Appointment Date from the dropdown list.

3. Choose your preferred date range using the From and To calendar fields.

4. Apply additional filters as needed:

   • Status → View appointments by their current stage (New, Started, Completed, or Cancelled).

   • Mode → Choose between Online and Walk-in appointments.

   • Staff or Service → Filter by assigned staff or service type.

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Using the Created Date Filter

The Created Date filter helps you view appointments booked or created within a selected date range, regardless of when the actual appointment is scheduled.
This is useful for tracking booking activity and customer engagement trends.

1. On the Appointment List Report page, find the Date Filter at the top.

2. Select Created Date from the dropdown list.

3. Choose your preferred date range using the From and To calendar fields.

4. Apply additional filters if required:

   • Status → Filter by appointment stage (New, Started, Completed, or Cancelled).

   • Mode → Choose Online or Walk-in bookings.

   • Staff or Service → Narrow results by assigned staff or service type.

5. Click Apply to view all appointments created during the selected period.

Difference Between Appointment Date and Created Date

When to Use Each Filter

• Use Appointment Date when analyzing service delivery, staff utilization, or daily operations.
  
  

• Use Created Date when tracking booking activity, online campaign effectiveness, or staff performance in securing appointments.
  
  

How Staff & Business Owners Can Interpret This Report

• Business Owners can measure booking trends — e.g., how many appointments were created after running a WhatsApp campaign or during festive offers.
  
  

• Front Desk/Staff can identify peak booking hours or days to improve scheduling and availability.
  
  

• Managers can evaluate conversion rates from online vs. walk-in bookings.
  
  

Practical Insights

• Combine Created Date + Mode (Online) to see online booking trends.
  
  

• Combine Created Date + Status (Cancelled) to find how many appointments were booked and later cancelled — useful for identifying no-show patterns.
  
  

Use Appointment Date + Status (Completed) to measure staff productivity for the day or week.