AQ065: Appointment Confirmations

The AQ065 report displays the appointment confirmation status of each client who has an appointment within the date range. Checked-out appointments are not considered in this report.

Tip: Run the AQ065 daily to have as a reference when making confirmation calls.

See an example of the Appointment Date sort option.See an example of the Appointment Date sort option.

See an example of the Client Name sort option.See an example of the Client Name sort option.

See an example of the Confirmation Status sort option.See an example of the Confirmation Status sort option.

Report definitions

Click here for details on each of the fields that appear in the AQ065 report.Click here for details on each of the fields that appear in the AQ065 report.

  • Client Name: The Paying Client on the appointment.
  • Phone Number: Client's phone number, starting with the primary number.
  • Confirm Via: These checkboxes are selected based upon what is selected in the Notifications section of the client's profile.
  • Appointment Date & Time: The client's appointment dates and times.
  • Booked With: The servicing employee selected on the appointment.
  • Services Booked: The service name and add-ons, if any.
  • Confirmation Status: Confirmation status of the appointment at the time the report is being run.

Setting up the AQ065 report

  1. Type AQ065 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ065 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Show Appointments Already Confirmed? When selected, includes confirmed and unconfirmed appointments in the report. If deselected, confirmed appointments will not appear in the report, but unconfirmed appointments will.
  2. Show Appointments Marked Do Not Confirm: Choose whether or not to include appointments marked as Do Not Confirm in results.
  3. Select a sort option:
  • Client Name: Sorts by client last name in descending alphabetical order.
  • Appointment Date: Sorts report by appointment dates, with each date appearing as a separate header.
  • Confirmation Status: Sorts report by confirmation status, with each status appearing as a separate header.
  1. All Employees: Enable this checkbox to run the report for all active employees within the date range, including data from terminated employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide terminated employees in this list. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.

Note: Selecting All Employees will also return any data tied to the House employee.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.