Reports
Appointment Logs Report
The Appointment Logs Report provides a comprehensive view of all scheduled appointments, helping you track and manage your client meetings and follow-ups effectively.
Overview
The Appointment Logs Report displays a detailed list of all appointments within a specified date range, providing quick access to client information and appointment details.
Key Benefits:
Key Features
Date Range Selection
Filter appointments by start and end dates
Export Options
Download reports in PDF or CSV format
Appointment Details
View date, time, and notes for each appointment
Client Information
Access client profiles and contact details
How to Use the Appointment Logs Report
Navigate to the Reports section and select "Appointment Logs"
Set your desired start and end dates using the date pickers
View the list of appointments within the selected date range
Click on client names to view their full profiles
Use the "Download PDF" or "Download CSV" buttons to export the report
Tips for Using the Appointment Logs Report
Review daily to track upcoming appointments
Export weekly reports for team meetings
Use profile links to update client information
Use contact links for quick client communication
Need Help?
If you need assistance with the Appointment Logs Report or have questions about its features, please contact our support team.