{"id":190396,"date":"2025-11-23T14:02:20","date_gmt":"2025-11-23T14:02:20","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&#038;p=190396"},"modified":"2026-01-19T14:56:50","modified_gmt":"2026-01-19T14:56:50","password":"","slug":"190375","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/190375\/","title":{"rendered":"Reports: Appointments"},"content":{"rendered":"\n<p>The <strong>Reports > Appointments<\/strong> section lets you view, filter, and manage all appointments created across the chain for the selected period. It shows data for the location, team member, service, client, visit time, statuses, appointment sources, and the appointment creator.<br><br>This tool helps administrators, managers, and owners:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>find the needed appointments quickly and conveniently,<\/li>\n\n\n\n<li>monitor the accuracy of visits,<\/li>\n\n\n\n<li>track visit statuses,<\/li>\n\n\n\n<li>analyze the work of team members and receptionists,<\/li>\n\n\n\n<li>see appointment sources and channel effectiveness,<\/li>\n\n\n\n<li>manage the accuracy of the schedule and client data.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Where the section is located<\/h2>\n\n\n\n<p>In the chain interface <strong>Reports > Appointments<\/strong><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e35af413870&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e35af413870\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"348\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-1024x348.png\" alt=\"\" class=\"wp-image-253525\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-1024x348.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-300x102.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-768x261.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-1536x522.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-2048x696.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-360x122.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.38.29-1568x533.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How to use the filters<\/strong><\/h3>\n\n\n\n<p>At the top of the page, there is an advanced set of filters that allows you to precisely select the appointments you need.<\/p>\n\n\n\n<p><strong>Appointment creation <\/strong>(date range) \u2014 shows appointments by their creation date.<\/p>\n\n\n\n<p><strong>Visit date<\/strong> (date range) \u2014 filters by the date the service was scheduled for.<\/p>\n\n\n\n<p><strong>Location <\/strong>\u2014 shows appointments only for a specific branch.<\/p>\n\n\n\n<p><strong>Team member \u2014<\/strong> shows appointments for a specific specialist or administrator.<\/p>\n\n\n\n<p><strong>Appointment statuses.<\/strong> For example: confirmed, pending, canceled, deleted.<\/p>\n\n\n\n<p><strong>Visit statuses <\/strong>\u2014 reflects the actual visit outcome: client came, client didn\u2019t come, waiting for client, etc.<\/p>\n\n\n\n<p><strong>Payment statuses <\/strong>\u2014 filters by payment state: fully paid, partially paid, unpaid.<\/p>\n\n\n\n<p><strong>Appointment sources<\/strong> \u2014 helps determine where the appointment was created from: admin web interface, online booking widget, mobile app, API, partners.<\/p>\n\n\n\n<p><strong>Appointment category<\/strong> \u2014 allows sorting appointments by service types or areas.<\/p>\n\n\n\n<p><strong>Search by client name or phone number<\/strong> \u2014 quick search for administrators.<\/p>\n\n\n\n<p><strong>Appointments per page <\/strong>\u2014 allows you to choose: 25 \/ 50 \/ 100 results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Records table<\/strong><\/h3>\n\n\n\n<p>After applying the filters, a table with appointments is displayed.<br>For each appointment, the following is shown:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Location<\/strong><\/li>\n\n\n\n<li><strong>Team member<\/strong><\/li>\n\n\n\n<li><strong>Service<\/strong><\/li>\n\n\n\n<li><strong>Client<\/strong> (full name + phone number)<\/li>\n\n\n\n<li><strong>Visit time<\/strong><\/li>\n\n\n\n<li><strong>Appointment creator<\/strong> (receptionist or system)<\/li>\n\n\n\n<li><strong>Visit status<\/strong><\/li>\n\n\n\n<li><strong>Appointment source<\/strong><\/li>\n\n\n\n<li><strong>Edit and delete buttons<\/strong><\/li>\n<\/ul>\n\n\n\n<p>This data makes it easy to monitor schedule accuracy and receptionist\u2019s work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Export to Excel<\/strong><\/h3>\n\n\n\n<p>The section supports data export. To do this, click <strong>Export to Excel.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"530\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-1024x530.png\" alt=\"\" class=\"wp-image-253615\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-1024x530.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-300x155.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-768x398.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-1536x795.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-2048x1060.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-360x186.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/11\/Screen-Shot-2026-01-19-at-18.48.11-1568x812.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The file will be sent to the user\u2019s email address.<br>Information about exports will also appear in <strong>Reports > Activity Logs.<\/strong><\/p>\n\n\n\n<p>This section shows the export log \u2014 who requested what data and when.<br>You can download the export file again if you have the required access rights.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What this section is used for<br><\/strong><\/h3>\n\n\n\n<p>The <strong>Appointments<\/strong> section helps you:<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>check receptionist\u2019s work for accuracy,<\/li>\n\n\n\n<li>analyze actions related to creating and canceling appointments,<\/li>\n\n\n\n<li>find schedule errors,<\/li>\n\n\n\n<li>monitor client visits,<\/li>\n\n\n\n<li>track upload sources,<\/li>\n\n\n\n<li>generate reports and exports,<\/li>\n\n\n\n<li>monitor appointments across all locations in the chain.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Reports > Appointments section lets you view, filter, and manage all appointments created across the chain for the selected period. It shows data for the location, team member, service, client, visit time, statuses, appointment sources, and the appointment creator. This tool helps administrators, managers, and owners: Where the section is located In the chain&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/190375\/\">Continue reading <span class=\"screen-reader-text\">Reports: Appointments<\/span><\/a><\/p>\n","protected":false},"author":44,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[80],"doc_tag":[1462,1267,1507,1252,1609,1402,1297,1357],"class_list":["post-190396","docs","type-docs","status-publish","hentry","doc_category-altegio-settings-for-chains","doc_tag-appointment-en","doc_tag-chain-en","doc_tag-client-en","doc_tag-location-en","doc_tag-online-booking-en","doc_tag-receptionist-en","doc_tag-service-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":413,"total_views":"113","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"lilit.m@alteg.io","author_nicename":"lilit-malteg-io","author_url":"https:\/\/alteg.io\/en\/author\/lilit-malteg-io\/"},"doc_category_info":[{"term_name":"Altegio settings for chains","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/altegio-settings-for-chains\/"}],"doc_tag_info":[{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Chain","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/chain-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Online Booking","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/online-booking-en\/"},{"term_name":"Receptionist","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/receptionist-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/190396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=190396"}],"version-history":[{"count":7,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/190396\/revisions"}],"predecessor-version":[{"id":253648,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/190396\/revisions\/253648"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=190396"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=190396"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=190396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}