AQ150B: Rebooking Analysis Detail

The AQ150B displays rebooking metrics for clients serviced within the date range, including whether they were rebooked, details on what services they rebooked, and much more. 

What is the difference between a "visit" and a "unique client?"

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have. So if Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits. 

How are "rebooks" determined in this report?

For details on how Meevo determines which appointments are rebooks, see Details on Rebooks in Meevo. The Examples section walks you through a typical rebook.

Report definitions

Click here for details on each of the fields that appear in the AQ150B report.Click here for details on each of the fields that appear in the AQ150B report.

Note: Transient clients are not considered in this report.

  • Clients in Business: Total number of unique clients who had a visit in the date range. Clients only count once per day per employee.
  • # Rebooked: Of the Clients in Business, this is the number of those clients who rebooked.
  • % Rebooked: The percentage of clients who rebooked, calculated as (# Rebooked / Clients in Business) * 100
  • Same Day Rebook: The number of clients who rebooked on the same day as their visit (service checkout).
  • Same Day Rebook %: Of all clients who visited the business during the date range, this is the percentage who rebooked on the same day as their visit (service checkout), calculated as (Same Day Rebook / Clients in Business) * 100
  • New: A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range.
  • (New) # Rebooked: Of all new clients, this is the number who rebooked.
  • (New) % Rebooked: Of all new clients, this is the percentage who rebooked, calculated as (New # Rebooked / New Clients) * 100.
  • Repeat: A repeat client is someone who had a visit during the date range and a visit prior to the date range.
  • (Repeat) # Rebooked: Of all repeat clients in the date range, this is the number who rebooked.
  • (Repeat) % Rebooked: Of all repeat clients in the date range, this is the percentage who rebooked, calculated as (Repeat # Rebooked / Repeat Clients) * 100.

Clients Who Came In For Services

  • Clients: The name of the client who was serviced.
  • New/Repeat: Indicates whether this is a New client or a Repeat client.
  • Services Received: The services that this client received on the listed date.
  • Serviced By: The employee who serviced the client.

Rebook Information

Note: Transient clients are not considered in this report.

  • Retro/Same Day: Indicates whether this rebook was considered a retroactive rebook or a same-day rebook.
  • Appt Booked For: The date of the future "rebooked" appointment.
  • Future Service: The service of the future "rebooked" appointment.
  • Booked With: The servicing employee for the future "rebooked" appointment.
  • Booked By: The employee who booked the future "rebooked" appointment.

 

Setting up the AQ150B report

  1. Type AQ150B in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ150B 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:
    1. Date: Orders the report by the date of the transaction that resulted in a rebook.
    2. Servicing Employee: Orders the report by the servicing employee.
  2. Display Clients That Did Not Rebook: When enabled, all service transactions in the date range will appear in the report, regardless of whether or not they resulted in rebooks.

  3. All Employees: Enable this checkbox to run the report for all employees within the date range. This includes active, inactive (including terminated), and deleted 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 inactive employees in this list, but deleted employees will never appear here. 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.