Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Open Business Data
When owners and admins open the store, they land on Business Data, under Management in the menu. Front desk and therapists don’t see this page. By default it shows the last 7 days, including today. The four cards at the top are Appointments, New Customers, Total Revenue and Avg Order Value. The tag under each number compares with the period of the same length just before. The small bars show the day-by-day trend; the solid bar is the most recent day. Appointments counts services, so one visit with two services counts as two. Avg Order Value is revenue divided by the number of payments.
▶ Play from this scene2Change the date range
To see this month, click This month; the four cards switch to this month’s numbers. Or click the dates and pick a start and an end day in the calendar. A custom range can be up to 30 days; anything longer is cut to 30. Click Last 7 days to go back to the default 7 days.
▶ Play from this scene3Revenue details
Click Total Revenue and Revenue Details slides in. Each card is one transaction group: service fees, discounts, and the total. Total Revenue counts everything collected in the period: services, retail and packages, dated by the day of payment. Refunds come off on the day they are made. The details use the same data as the card, so all the groups add up to the card total. A refund of an earlier payment shows as its own group, marked Refund, with a negative total. The tabs let you see only Package Transactions. Money from selling gift cards is prepaid, not revenue, so it gets its own line under the cards. The first three cards open details; Avg Order Value doesn’t.
Stores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us