Envision Cloud User Guide

Appointments by Client

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Appointments by Client

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Appointments by Client

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This report shows the appointments for the date range, grouped by client.

 

Options Include:

 

oDetail or Summary
oDate Range Selection
oShow Graph Option
oAll or Single Client
oAll or Single Employee
oAll or Single Employee Department
oOther Options
oCompany Selection (For multi-location businesses)

 

This report displays the following information:

 

oEmployee ID
oAppointment Date
oAppointment Time
oClient Name
oScheduled Service
oHome Phone
oMobile Phone
oResource

 

Report Example:

 

appt_appts_client