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Appointment Summary

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See all your appointments in one place, and keep track of any money still due on them.

How to open it: Customers › Appointment Summary


Booking Summary​

📺 Watch: Booking Summary

Pick your dates and store. At the top you'll see a quick count of your appointments by status:

CountMeaning
Confirmed AppointmentsBooked and confirmed
AttendedThe customer came and was served
ArrivedThe customer has arrived
DeletedCancelled appointments
Online BookingBooked by customers through your online booking page
App BookingBooked through the app

Below that, every appointment is listed, grouped by appointment, with the customer, phone, date, time from / to, service, staff member, cost, status and any remarks.

💡 A high number of Deleted appointments? Consider sending appointment reminders — see Setup › Messaging Settings › Appointment Reminder Settings.


Pending Amount Summary​

🔑 Who can see this: not shown on the Simple POS plan.

📺 Watch: Pending Amount Summary

Appointments where the customer paid an advance or still owes money. For each appointment you'll see the store, customer, phone, date and time, Pending Amount, Paid Amount, the bill number (once billed), the status and remarks.