Step 1 of 3
Choose a day
Open Reports → Daily appointments. Check the location, then choose a date or use Today. Appointments appear on their first session’s date.
Step 2 of 3
Review appointments and totals
Each appointment shows the client, service, provider, amount, non-tip payments, tips, and balance. Payment methods are listed separately. Later payments and refunds update these figures.
Step 3 of 3
Open an appointment or export
Select a client’s name to open the appointment for review or correction. Use Download CSV to export the day’s rows, with tips kept separate from non-tip payments.
