Booking Source Report

The Booking Source Report is an attendance report that displays details such as date, time, location, and staff member about online bookings made by clients at your business during the selected date range.

This article describes how to view the Booking Source Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Booking Source Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Attendance.
    4. On the Attendance menu, click Booking Source. The Booking Source Report is displayed.

    Headings in the Booking Source Report

    Heading Description
    Client The client who was booked into the service. Relevant details about this client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance, will be noted here by small icons. Hover over any icon to learn more.
    Visit The name, time, and date of the service, as well as the staff member conducting the service.
    Location The location of the service.
    Booking Source The way in which the client was booked into the service. Possible sources are:

    • Data Import – The booking was imported from your previous software provider.
    • Autopayment – An auto-payment such as a membership payment.
    • Client Web App – The booking was made by a client using the Client Web App.
    • ClassPassBooking – The booking was made through ClassPass.
    • Elevate StaffApp – The booking was made using the Elevate Staff App.
    • Undefined – The source of the booking is unclear and should be investigated.
    • Widget Booking – The booking was made by a client using one of your widgets.
    • Reserve with Google – The booking was made through Reserve with Google.
    • Achieve Client App – The booking was made by a client using the Achieve Client App.
    • Booked by Staff – The booking was made by a staff member using WellnessLiving.
    • Directory Listing – The booking was made through your Directory Listing.

    Advanced filters in the Booking Source Report

    Filter Description
    Bookable Assets Use this filter to determine which BOOK-A-SPOT™ assets to include in the report.
    Client Types Use this filter to determine which clients to include in the report based on their client type.
    Staff Use this filter to determine which staff members to include in the report.
    Locations Use this filter to determine which business location(s) to include in the report.
    Start Time Range Use this filter to determine which instances to include in the report based on the specific time range during which they occurred.
    Day of the Week Use this filter to determine which day(s) of the week to include in the report.
    Classes Use this filter to determine which Classes to include in the report.
    Events Use this filter to determine which Events to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Client Status Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Groups Use this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Booking Source Use this filter to determine which clients to include in the report based on the source of the booking.
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