AQ025: Appointments for Specific Clients

The AQ025 displays appointment details for the selected clients within the date range. 

Report definitions

Click here for details on each of the fields that appear in the AQ025 report.Click here for details on each of the fields that appear in the AQ025 report.

  • Date: The date of the scheduled appointment.
  • Time: The time of the booked appointment/service.
  • Service: Service that was booked for the client.
  • Add-on: Add-on that was booked for the client, if any.
  • Booked With: Service provider who is scheduled to perform the service.

Setting up the AQ025 report

  1. Type AQ025 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ025 report.
  2. Select a date or date range for running the report:
  • To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
  • 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. Display Appointments for Clients at All Locations: When selected, Meevo searches across all locations for the selected clients' appointments. Otherwise, Meevo looks only at the location running the report.
  2. Display Standing Appointments Only: Limits the report output to only those with standing appointments in the date range.
  3. Include Cancelled Appointments: Includes appointments cancelled by the client during the date range. Appointments that were no-showed and cancelled will appear in both sections (Cancellations and No-Shows).
  4. Include No-showed Appointments: Includes appointments no-showed by the client during the date range. Appointments that were no-showed and cancelled will appear in both sections (Cancelled Appointments For and and No-showed Appointments For).
  5. Page Break on Client: When selected, each client begins on a new page of the report.
  6. Client Search: Begin typing into this field to reveal client names that match your entry. Select Add client to include that client in the report. You can add as many clients to the report as needed.

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.