Collected money for the day covers appointments, retail, packages and membership charges taken that calendar day. Each appointment payment counts on the day it was taken: a deposit on its paid date, each part of a split payment on its own date, and the rest on the day the visit is paid. Day View keeps its own date, separate from the main Reporting & Intelligence date range.
Check how a day is tracking
Do this during the day to see how today is tracking, or at the end of it to check collection pace and spot cancelled or declined payments.
Open Reporting & Intelligence and choose Day View.
To look at another day, select Previous day or Next day, or pick a date. Today brings you back to the current day.
On Revenue, compare Expected, Collected, Outstanding and To come.
Under Payment Methods, check how the collected money was paid.
Outstanding is what finished visits still owe, after any deposit or part payment. To come is what visits that are not finished yet will owe. Expected is the three added together. Under the figures, the pace line shows the share collected and how many of the day's appointments are finished (completed, ready to pay, paid, payment declined, refunded or voided). Payment Methods splits every collected sale that day by how it was paid, such as Card Reader, Payment Link, Cash, Other EFTPOS and Card on File.
Switch Revenue from Collected to Earned to see the day's earned figure on its own: the card then shows one amount, and Payment Methods is hidden. Earned counts finished visits only, so a visit later in the day is not earned until it is finished. Expected leaves cancelled appointments out. To count them, open View options and tick Include cancelled in expected revenue. The option works on Collected only.
What else Day View shows
Directly under Revenue, Transaction Summary builds a summary of collected money for a range you choose, with a total for each calendar day, covering appointments, retail, packages and memberships. It shows on every day, including a day with no appointments, and exports as CSV or PDF. See Run a transaction summary.
Below it, each of these appears when the day has something to show:
Appointment Pipeline: the day's appointments by status, with a count and the booked value of each. View All lists the appointments, and each card shows the add-ons on that booking. When a finished visit still owes money, Collect outstanding payments opens Outstanding Payments, where you can charge cards on file.
Appointments, Cancelled, Declined, Avg Value and Add-ons tiles. Appointments shows finished out of booked. Avg Value is the booked value per appointment, paid or not. Add-ons is the percentage of appointments with an extra, out of those not cancelled or declined, plus how many have none.
Revenue by Service for appointments.
Add-ons sold: each extra by name, how many you sold, how many appointments they sat on, the attach rate and the revenue.
Where extras were added: the revenue from extras by where they were added, filtered by All, Add-ons or Products.
Net New Revenue, Package Redemptions, Team Performance and Attention Required. Team Performance credits each service line to the team member on that line, so a booking shared by two people is never counted twice, and lines with no team member show as Unassigned.