AQ070: Appointment Recall Listing

The AQ070 report displays clients due in for services within the date range along with their membership status, service they are due in for, when the service was last performed, and more. 

FOV in this report is determined according to this order of importance:

  1. Client-specific FOV (Intelli-Booking / Service-specific settings in the Booking Preferences tab of the client profile)
  2. Client overall FOV (Overall frequency of visit in the Booking Preferences tab of the client profile)
  3. Service FOV (Frequency of visit in the Main tab of the service definition)

Tip:  Run the AQ070 report every week or when trying to fill available slots in the Appointment Book.

Report definitions

Click here for details on each of the fields that appear in the AQ070 report.Click here for details on each of the fields that appear in the AQ070 report.

  • Client: Name of the client due in for a service.
  • Service: The service the client is due in to receive.
  • Service Last Performed On: Date when the client last came in (had a transaction) for that service.
  • Serviced By: Provider who serviced the client during that last visit. 
  • Request?: Indicates if the service provider of that appointment was requested based on the setting in the Appointment Editor.
  • Future Appt: Date of the client's next appointment, regardless of Service Category or service.

Setting up the AQ070 report

  1. Type AQ070 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ070 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. Sort Report By: Order the report by Client or Serviced By.
  2. Show client phone numbers: Displays client phone numbers, with the primary number first, according to info in the client's profile.
  3. Hide Clients with Future Appointments: Clients who have already booked future appointments will be omitted from the output.
  4. Only Display Clients Who Were New on their Previous Visit: Limits the report output to clients whose previous visit was their first visit.
  5. All Services: The selected services will be included in the report. You can deselect All to select specific services or categories to include.

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.