Scheduling Pro Funnel report template

  • Updated on Apr 25, 2026
  • Published on Feb 24, 2026
  • 3 minute(s) read
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Overview

The Scheduling Pro Funnel report tracks the customer journey through each stage of the online booking process—from session start to completed booking. This report helps you identify where potential customers abandon the booking flow and optimize the funnel for higher conversions.

Who uses this feature

  • Administrators, managers, and office employees

  • Applies to all business types

Feature configuration

  • Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.

Things to know

  • If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

  • You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Report examples

  • Create a report that tracks how many customers begin a scheduling session versus how many complete a booking. This helps you measure overall conversion rates and identify potential drop-off points in the funnel.

  • Run a report showing sessions with ZIP code entry but no bookings completed. This helps you pinpoint where customers disengage after providing basic location details, indicating potential issues with service availability or next-step clarity.

  • Create a report comparing the number of sessions with customer contact information to booked sessions. This helps you analyze how many engaged leads convert to appointments and optimize follow-up strategies to reduce abandonment.

Create a Scheduling Pro Funnel report

  1. Go to the top toolbar and click Reports > All Reports.

  2. Click Create Report.
    User interface showing report options with a highlighted 'Create Report' button.

  3. In the New Report screen, select All or Other as a report type.

  4. Select Scheduling Pro Funnel Report as report template.

You can then select and customize the following columns to include in your report.

  • Tenant ID: Unique identifier assigned to the tenant (business account) using Scheduling Pro.

  • Tenant Name: Name of the tenant (business) associated with the scheduler data.

  • Brand Name: Name of the brand under which the scheduler operates.

  • Scheduler ID: Unique identifier for the specific online scheduler instance.

  • Scheduler Name: Unique identifier for the specific online scheduler instance.

  • Total Sessions: Total number of scheduling sessions initiated by customers.

  • Opened Sessions: Number of sessions where the scheduler was opened by a customer.

  • Session with Zipcode: Number of sessions where the customer entered a ZIP code.

  • Interacted Sessions: Number of sessions where the customer interacted with at least one scheduling step.

  • Sessions with Issue: Number of sessions where an issue was detected during the scheduling process.

  • Sessions with Schedule Step: Number of sessions where customers reached the scheduling step in the process.

  • Sessions with Customer Contact: Number of sessions where customers entered their contact information.

  • Session with Details: Number of sessions where customers provided job details or additional information.

  • Booked Sessions: Number of sessions that resulted in a completed booking.

  • Abandoned Sessions: Number of sessions where customers exited before completing the booking.

Tip: Hover over the name of the column to see a short description.

Run the Scheduling Pro report template

  1. Click the From - To field to set date filters. You can:

    1. Use the calendar to select a specific date range and click Apply.
      Date selection interface showing February 16 to February 22, 2021, with an apply button.

    2. Use the left menu to select a preset date range:

      1. Today: From 12:00 AM to the current time

      2. Yesterday: Previous day, from 12:00 AM to 11:59 PM

      3. Last 7 Days: Previous seven days, including the current date

      4. Last 14 Days: Previous 14 days, including the current date

      5. Last 30 Days: Previous 30 days, including the current date

      6. Month to Date: From the first of the current month to the current day

      7. Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

      8. Last 90 Days: Previous 90 days, including the current date

      9. This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      10. Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      11. Quarter to Date: From the first day of the current quarter to the current day

      12. Year to Date: From January 1 of the current year to the current day

      13. Last 365 Days: Previous 365 days, including the current date

      14. Last Year: January 1 - December 31 of the previous calendar year

  2. (Optional) Select the Breakdown by Scheduler box to separate the data by schedulers.
    Date range selection for scheduling from October 22 to October 29, 2025.

  3. When finished, click Run Report.

Tip: Click Edit Columns to add and remove columns. You can arrange report columns and apply filters for further customization.

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