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Manual contents

Reports and subscription

Your business numbers in one place, a comparison of the Starter, Pro and Premium plans, and managing your subscription, card and invoices.

This chapter covers two things a business owner checks regularly: how much the business earns and how much it pays for Appointa. In Analytics you see revenue, the number of appointments, no-shows, the most popular services, each employee's performance and your most loyal clients for the week, month, quarter or year. On the Billing page you choose a plan, pay for your subscription by card, buy extra employee seats, enter your billing details and download invoices.

Analytics is available to the owner and managers; billing is available to the owner only. If you are still choosing a plan, start with the comparison of the Starter, Pro and Premium plans, then continue to the page on subscription and payment.

  1. 01AnalyticsHow to read Analytics: revenue, appointment count, no-shows, top services, staff performance, most loyal clients and CSV export of appointments.
  2. 02Starter, Pro and Premium plansWhat each plan includes, monthly and annual prices, the 30-appointment limit on Starter, and employee seats.
  3. 03Subscription and paymentHow to pay for or change your plan, enter billing details, buy seats, change your card, download invoices and cancel your subscription.