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I would like to understand the ROI for the online appointments for my business and currently have no way of knowing what % of my appointments happen online versus over the phone. Could you please enable data in the dashboard to show weekly/monthly/yearly numbers around Square Appointments? You an also go further and enable where customers are making these appointments from if possible.
Where and how can I get access to this data?
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Thank you for your post @DrSofi! At this time there isn't a report that includes all of the information you're looking! I do see how having access to that information would be very useful to your business and I'll share this feature request with our Product Team.
In the meantime, as a workaround, you could enter in the Appointment Notes field that your client booked by phone. Any notes added in this field appear in the Appointments History CSV. To view this:
- Navigate to your Appointments Dashboard.
- Click Settings.
- Click History.
- Click Export (top right) and download the CSV file to your computer. Notes from customer and Notes from Business are visible in the last two columns.
I know this is a workaround but I hope this helps a bit until more robust reports are available!
Seller Community Manager
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