Use the Appointments analytics dashboard
Follow this guide to review operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
What you’ll accomplish
Review operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
The Reports controller calculates totals, completed, cancelled and completion-rate values for the selected date range.
It also supplies staff-performance, monthly statistics and popular-service datasets.
Results are based on stored appointment statuses and relationships, so lifecycle accuracy directly affects reporting.
Follow these steps
- Go to Appointments > Reports.
- Select the reporting period.
- Check headline totals and completion rate.
- Inspect staff and service sections.
- Go to source appointments to investigate unusual results.
Fields and decisions to review
How to confirm it worked
After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.
- Open the saved appointment and confirm the final status and source.
- Check the participant, provider, timing and timezone from the full detail page.
- Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.
Controls, checks and common mistakes
- Do not compare periods with different date boundaries.
- Correct operational statuses before relying on results.
- Use financial reports for revenue rather than appointment counts.
- Use the least destructive correction and retain the appointment history when the booking existed operationally.
- Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.