Reporting help guide
The Reporting section helps you understand how your business is performing. It gives you useful insights into leads, sales, appointments, ads and communication, so you can make decisions based on real data.
What is reporting?
Reporting gives you a clear view of important activity inside your business.
You can use it to track performance, spot trends and understand what is working well.
Tip: You do not need to use every reporting section straight away. Start with the areas that matter most to your business.
Main areas in reporting
Here is a quick overview of the most commonly used reporting tabs.
Overview
- See a quick snapshot of how your business is performing.
- View leads, conversion rates and revenue.
Funnels
- Track how many people visit and convert through your sales funnels.
- See how each step is performing.
Appointments
- View booking statistics, including bookings, cancellations and no-shows.
- Useful for spotting trends in client engagement.
SMS
- Monitor how many text messages are sent, received and delivered.
- See email open rates, clicks, bounces and unsubscribes.
- Measure the success of your email campaigns.
Ads
- View performance data from Facebook or Google Ads, if connected.
- See impressions, clicks, conversions and cost per lead.
Why use reporting?
Using the Reporting section helps you:
- Understand what is working and what is not.
- Improve your sales and marketing decisions.
- Monitor team performance.
- Save time by having key data in one place.
What if some sections are empty?
If you are not running ads or using every feature yet, some reporting sections may be empty.
This is completely fine. Focus on the reports that are relevant to how your business is currently using the platform.
Tip: Reporting becomes more useful as you use more features, such as bookings, messages, email campaigns and payments.
Quick tips
- Check your reports regularly to stay on top of business performance.
- Focus on the numbers that matter most to your business goals.
- Use appointment and message reports to spot client service trends.
- Use email and SMS reports to understand which campaigns are working best.
That's it! You can now use reporting to better understand your business performance.