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Day View Tab

Overview

The Day View tab in Reporting & Intelligence is your live day lens: collected money for the chosen calendar day (appointments, retail, packages, and membership charges), payment mix, the appointment pipeline, revenue by service, and the transaction summary.

Deep link: https://business.petboost.com/reporting-and-intelligence?tab=day-view

What you will see

  • Date controls to step to the previous or next day (this tab manages its own date, separate from the main R&I date range)

  • Revenue pace for the day (how much you have collected versus the day's appointments, plus retail, package, and membership charges taken that calendar day)

  • Appointment pipeline cards for the selected day

  • Payment method mix for every collected sale that day (card reader, payment link, cash, other EFTPOS, card on file)

  • Add-ons share: the percentage of non-cancelled appointments with an extra, plus how many have none

  • Add-ons sold: each extra by name, how many you sold, how many appointments they sat on, attach rate, and revenue

  • Add-on names on each appointment: expand an appointment card to see the extras on that booking

  • Revenue by service for appointments

  • Transaction summary with a total for each calendar day in the range you run, including appointments, retail, packages, and memberships

  • Export actions for the day view data

When to use Day View

  • "How is today tracking?"

  • Checking live collection pace before end of day

  • Spotting cancelled or declined payments on the current day

Related

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