Strategy Brief

One of the pre-built reports available in Thryv Reporting Center™ is the Appointments Report. This report contains metrics for your calendar appointments including appointment statuses, breakdown by staff, and cancellations/reschedules.

This report offers a comprehensive look at your booking trends, showing you exactly which services are in high demand and which times of day are your busiest. By understanding these patterns, you can optimize your staffing levels and availability to meet customer needs, ensuring you never miss a chance to fill your calendar or serve a client.

Beyond just managing your time, the Appointments Report serves as a powerful tool for reducing no-shows and improving the customer experience. By tracking completion rates and appointment history, you can identify areas where reminders might be needed or where the booking process can be streamlined.

Tips to make sure this report is effective

• This report is at its most effective when you are tracking all of your appointments in Thryv Business Center™ and are attaching fees to them to track revenue
• Remember to mark no-show appointments so they show up in your reporting.

Insights gained from this report

• See which staff are completing the most appointments 
• See which types of customers (segmented by client status)
• See how many appointments have been cancelled or rescheduled, and gain insight into how much these are costing your business

Actions you can take from this report

• Reassign appointments to staff members for load balancing
• Implement appointment reminders to reduce no-shows and cancellations
• Promote group events if you find they are not as popular as your 1:1 services