Overview
The Scheduling Pro Performance report measures how effectively your online scheduler is driving results. This report helps you assess overall scheduling performance, track engagement trends, and evaluate the success of optimization efforts.
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 compares total sessions and booked sessions over the past 30 days. This helps you measure overall scheduler performance and track conversion trends over time.
Run a report that shows the average time to book by brand name or scheduler. This helps you identify which schedulers perform most efficiently and where users may be experiencing delays during the booking process.
Create a report comparing abandoned sessions and sessions with issues. This helps you pinpoint technical or usability problems affecting booking completion and evaluate the impact of recent optimization efforts.
Create a Scheduling Pro Performance report
Go to the top toolbar and click Reports > All Reports.
Click Create Report.
In the New Report screen, select All or Other as a report type.
Select Scheduling Pro Performance Report as report template.
You can then select and customize the following columns to include in your report.
Total Sessions: Total number of scheduling sessions initiated by customers.
Opened Sessions: Number of sessions where the scheduler was opened by a customer.
Interacted Sessions: Number of sessions where the customer interacted with at least one scheduling step.
Booked Sessions: Number of sessions that resulted in a completed booking.
Scheduler Completion Rate (%): Percentage of total sessions that resulted in a completed booking.
Opened Completion Rate (%): Percentage of opened sessions that resulted in a completed booking.
Total Customer Contacts Captured: Number of customer contact details submitted through the scheduler.
Total Jobs Created Directly: Number of jobs created directly from completed bookings through the scheduler.
Total Booking Created Directly: Number of bookings created directly by customers through the scheduler.
Total Membership Interest: Number of sessions where customers expressed interest in a membership offering.
Total Abandoned Sessions Sent To Booking: Number of abandoned sessions that were sent to the booking workflow for follow-up.
Total Abandoned Sessions Sent To Leads: Number of abandoned sessions that were sent to the leads workflow for follow-up.
Total Bookings Recovered From Abandoned Sessions: Number of bookings successfully recovered from previously abandoned sessions.
Total Jobs Created From Bookings: Number of jobs created from completed bookings.
Total Jobs Created From Abandoned Workflow: Number of jobs created through the abandoned session recovery workflow.
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.
Tip: Hover over the name of the column to see a short description.
Run the Scheduling Pro report template
Click the From - To field to set date filters. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time
Yesterday: Previous day, from 12:00 AM to 11:59 PM
Last 7 Days: Previous seven days, including the current date
Last 14 Days: Previous 14 days, including the current date
Last 30 Days: Previous 30 days, including the current date
Month to Date: From the first of the current month to the current day
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including the current date
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day
Year to Date: From January 1 of the current year to the current day
Last 365 Days: Previous 365 days, including the current date
Last Year: January 1 - December 31 of the previous calendar year
(Optional) Select the Breakdown by Scheduler box to separate the data by schedulers.
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.