The tab follows the date range, comparison and forecast set at the top of Reporting & Intelligence. Appointments Deep Dive, at the bottom of the tab, analyses every appointment in a range you choose.

Do this to see how many appointments you had, how many were paid, and which days carried the load.

With a team member or service filter on, Appointments, Completion, Status Breakdown and Cancellations by type stay whole-business and carry an All team · all services badge, and the cancelled line under Appointments is hidden.

The Appointments tab can generate up to eight insight cards. Each card leads with its finding, and How is this calculated? on the card shows the name used here and the working behind it:

Run Deep Dive and Manage Payments both scroll to the Appointments Deep Dive card, highlight it and open it for you.

With a team member or service filter on, Cancellation Rate, Awaiting Confirmation, Declined Payments and Payment Flow do not appear.

An area chart of appointments per day. With a comparison on, a dashed grey line shows the look-back period before it. With a forecast on, a dashed blue line projects forward and a Forecast badge appears. Dotted vertical lines and background tints mark where each zone starts.

A ring showing the completion rate, with how many visits were finished or paid out of the appointments not cancelled beneath it.

Horizontal bars showing how appointments split across statuses:

Each status shows its icon, count and its share of every appointment in the period, declined requests included. Only statuses with at least one appointment are shown.

A bar chart of the average number of appointments on each day of the week, averaged over the days that had bookings, so a public holiday does not pull a weekday down. Days outside your team's working hours are greyed. Use it to find your busiest and quietest working days.

Appears when the period has cancellations. It splits them into standard cancellations and no-shows, with a count and a share each, under a badge with the total. The reason a client gave is on each appointment; this card does not group by it yet.

Do this to take every appointment in a date range out of Petboost, filtered to what you need.

The file is appointments-deep-dive.csv. It holds every appointment that matches your filters, with these columns: Start Date, Start Time, End Date, End Time, Grand Total (incl. fees), Services and Add-ons (after discounts), Fees, Discount, Deposit Paid, Balance Due, Pet Name(s), Service(s), Team Member(s), Add-ons, Add-on Revenue, Service Paid by Package, Add-on Paid by Package, Package Name, Pet Owner, Phone, Email, Payment Method (earned visits), Street Address, Suburb, State, Campaign Source, Pet Profile URL, Appointment URL, Status and Status Key.

Export CSV sits on the View raw appointment data row, so you can export without opening the table.

Deep Dive on the Appointments Deep Dive card opens a full-screen view that reports on the appointments starting in a range you choose, up to 460 days. The dates start from the page's range. Comparison and forecast periods set at the top of the page do not apply to it, and the view says so when they are on. Petboost works the results out when you select Crunch the Numbers, and the view shows Analysing Appointments while it does. A long range takes longer, and you can leave the tab and come back. A longer range than 460 days is refused in the date dialog. Once it has run, the header names the dates it covers.

The results cover the location you are in, with GST included. Earned Revenue counts appointments that were completed, ready to pay, paid, payment declined or refunded, at their service and add-on value after discounts, without card, booking or date fees. Rates count appointments that are not cancelled or declined.

The results open on their own Key Metrics: Earned Revenue (excluding fees), Appointments, Self-Service Rate, Add-on Rate, Rebook Rate, No-Show Rate and Booking Frequency. Below them, insight cards and sections cover:

Calendar gaps count only the time inside each team member's shifts, so a break between two shifts is not a gap. A client who cancelled counts as rebooked when they have a later active booking at any date, including one made before they cancelled. Booking lead time runs from when the booking was made to the start of the appointment in your business's time zone.

Many of these insight cards have a View action that opens a list of the clients, pets or appointments behind them. Rebook Rate, for example, offers a View action with the count of clients not rebooked, such as View 12 Not Rebooked: a list of clients without a future booking, each with a mail icon that opens a personalised rebook reminder in your email app.

View raw appointment data, at the foot of the results, shows the number of appointments in the range and opens them 50 to a page, with Previous and Next below. On a wide screen they form a table with Start Date, Time, End Date, Time, Total, Pet(s), Service(s), Add-ons, Package, Owner, Phone, Email, Location, Campaign, Payment, Status and Links columns. On a narrow screen each appointment is a card. Export CSV has every appointment the filters leave.

The filters above the table narrow both the rows and the export:

The pet and owner names and Profile open the pet's profile, and Appt opens the appointment, each in a new tab.

Results stay loaded while you switch tabs. Changing the date range at the top of the page clears them, so run the analysis again for the new range.

Email on the Appointments Deep Dive card opens an email in your email app with the analytics summary for the page's date range and an Appointments section. You choose who it goes to and send it yourself.