There is a small set of reports that can be run on a scheduled basis...
The Appointment Detail Report lists appointments including extended details, such as appointment notes, wait-list notes, customer notes, address, and referral details.
The Appointment Summary Report provides a summary of appointments.
The Appointments Personnel Summary Report provides a summary of the number of appointments and hours in appointments for each Personnel within a given date range.
The Cancellation Summary Report provides you with a summary of cancellation reasons on a month-by-month basis.
The Customer Appointment Review is an Excel report that helps you find customers who have not been for an appointment recently.
The Customer Birthday Report provides you with a list of customers with upcoming birthdays.
The Customer Referral Summary Report provides you with a summary of customer referral sources on a month-by-month basis.
The Customer Summary Report provides you with a list of all customers along with basic details such as contact details, address, and date of birth.
The Customers by Personnel Report is an Excel report that lists Customers according to any Personnel who they have seen.
The Customers by Service Report is an Excel report that lists Customers according to the Services which they have used, and includes total number of appointments, and total hours.
The New / Changed Appointments Report lists appointments that were created or changed within the specified date-range.
The Personnel Work Hours Report is an Excel report that provides a summary of the number of appointments and hours for each Personnel per day within a given date range.
Monthly subscription payments and SMS credit purchases are all managed through PayPal, but BizDiary also keeps a record of these payments to provide you with a convenient invoice.
An admin user can view and print your invoices using the Account Invoices report.