Lets take your taxes for instance. If you are using a book to manage your appointments, doing your taxes probably consists of flipping, page by page, through your appointment book and adding up each and every appointment. If you didn’t keep detailed records you are probably estimating the amount of money you made which can lead to inaccurate totals. There is a better way!

Today, we’ve rolled out several new reports that let you see the amount of money you have made, or are for casted to make. Come tax time all you will need to do is run the Earnings report to get exact, accurate, and detailed earnings for each month of the current year. If you run the detailed Earnings report you will be able to view an appointment register letting you see every appointment you performed for each month.

New Earnings Report

New Settings Screen

You will also notice that we have changed the way you access your account settings.  You can now click the settings button from any page and you will get a drop down screen where you can update your password, phone number, username, email template, and logo.  You will also see some cool new features here that allow you to see where you are in regards to your account set up (which is helpful to new users).  As you start adding clients and services, and creating appointments you will see a cool set of graphs that give you quick stats regarding how many appointments you have per month (in line graph or Pie Chart), as well as monthly earnings at a glance.

New settings screen

User History Report

The User History Report found by clicking “Reports” then “User History Report” lets you run a report seeing clients that haven’t had an appointment in a certain amount of time (set by the user).

Configurable reports give you the info you need.

Notice the drop down menus that allow you to see user not schedule in a user defined amount of time.  Now you can easily view lists of clients you need to contact!  No more wondering when a certain clients last appointment was, just run this report and you’ve got an instant marketing list!

Client List

The client list report is a simple list giving you easy access to your clients name, email and phone number.  All reports have email and printing capabilities built in.  We are aiming to make it easy for you to work with the data you put in.  These are two of the newest reports available, with more to come!