The week's money covers appointments, retail sales, package purchases and membership charges. Week View keeps its own week, so the date range at the top of Reporting & Intelligence is hidden while you are on it, and team member and service filters do not apply to it.
Check how the week is tracking
Do this during the week to see what has come in and what is still to come, or at the end of it to see which days carried the week.
Open Reporting & Intelligence and choose Week View.
To look at another week, select Previous week or Next week, or pick a date in that week. This Week brings you back to the current week.
On Revenue, compare Expected, Collected, Outstanding and To come.
Read the day cards for each day's appointments and takings.
Optional: to see one day in detail, select its card.
The week bar reads the range out in full. On the current week, a badge shows which day of the seven you are on.
Collected counts each payment 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. Outstanding is what finished visits still owe, after any deposit or part payment. To come is what visits not finished yet will owe. Expected is the three added together, and the seven day cards add up to it. Under the figures, a bar shows the share collected and how many of the week's appointments are finished. The badge beside Revenue compares the week with last week. Switch Revenue from Collected to Earned to see the week's earned figure on its own: the card then shows one amount, and Payment Methods is hidden. Earned counts finished visits only. How we count explains how each basis counts a booking.
Tip: Use Collected to decide whether you can pay a bill this week. Use Earned to judge whether the week was a good week.
Expected leaves cancelled appointments out. To count them, open View options and tick Include cancelled in expected revenue. The option works on Collected only.
Each day card shows how many appointments are in house that day (a stay counts on every day it covers, checkout day included), with a bar of what was collected that day against what is expected. Today's card is tinted, and a day you are closed reads Closed. The strip shows at a glance which days carried the week.
Selecting a day with appointments opens that day: its appointments, what was collected and what is outstanding. Cancelled appointments are left out of the list and counted underneath it. When a finished visit still owes money, Collect outstanding payments opens Outstanding Payments, where you can charge cards on file.
Change the day your week starts
Do this when your business week starts on Sunday, or to move it back to Monday.
Open Reporting & Intelligence and choose Week View.
Open View options.
Under Week Start, select Change.
In Week Start Day, choose Monday or Sunday.
The week start is saved to your account settings, so it changes every weekly view in Petboost, not only this tab.
Headline figures
Each of the five headline cards shows its change against last week.
Card | What it shows |
Appointments | Finished out of the week's appointments, with the percentage finished |
Cancelled | Cancelled appointments, and how many were no-shows |
Declined | Appointments whose payment was declined, marked Needs attention when there are any |
Avg Value | Booked value per appointment, paid or not |
Add-ons | The share of appointments with at least one add-on, with how many had one and how many did not |
What else Week View shows
Between Revenue and the headline figures, Transaction Summary builds a summary of collected money for a range you choose, with a total for each calendar day. See Run a transaction summary.
Below the headline figures, each of these appears when the week has something to show:
Insight cards on the week: revenue against last week, the strongest day so far, outstanding payments, the share of appointments with an add-on and the top extra, and the team member leading the week.
Payment Methods splits the week's collected money by how customers paid, with an amount and a share for each. It shows on Collected only.
Payment Status lists the week's appointments by status, with a count and a value for each. Each bar is that status's share of the appointment money in the list.
Net New Revenue is the money that did not come from an appointment: retail sales under Product Sales, Package Purchases and membership charges under Memberships, one line per sale. A sale still waiting on payment is marked pending.
Package Redemptions is the value of the package credits customers used this week. That money was collected when the package was bought, not this week.
Team Performance lists each team member's revenue and finished appointments, with the change in revenue against last week. Each service line is credited to the team member on that line, so a shared booking is never counted twice, and lines with no team member show as Unassigned.
Service Mix ranks up to ten services by revenue, with how many of each were booked.
Add-ons sold lists each extra by name, with how many you sold, how many appointments carried it, its attach rate and its revenue. An extra redeemed from a package is marked Package.
Where extras were added shows the revenue from extras by where they were added, filtered by All, Add-ons or Products.
Together, Add-ons and Add-ons sold show whether your team offers extras at all, and which ones customers say yes to.
At the bottom, Team Recap writes the week up in plain English so you can paste it into your team chat. See Team Recap.
Week View is an operating view, not a financial statement. It does not include adjustments made outside Petboost, and it does not replace your accounting system at BAS time.