This answer applies only to Booksy Biz on web/tablet. For help with other Booksy products, contact the Support Team at info.us@booksy.com.
We’re aware how time-consuming it is to manage a big team and we want to help you with that as much as we can. The Staff performance details report contains all the information you need about your staff members in one place to help you analyze your staff members' performance and give them proper feedback. You can filter the report by the selected staff member and sections and, as an Owner or Manager, you can show or send the report to your staff member without the risk of compromising other staff members' data.
In this report you can check:
- top stats for a selected staff member over a selected time period
- summary of appointments by status, and performed services by category and service type, and summary of No-Show Protection charges
- breakdown of appointments and sales completed by a selected staff member
- detailed information on a selected staff member’s working time, scheduled and upcoming time off
- summary of all transactions associated with appointments, quick sales and product sales
- summary of a selected staff member’s clients by client status and breakdown of reviews and rating for the staff member
To generate the Staff performance details report:
- Navigate to Reports.
- Go to the Staff tab.
- Select Staff performance details from the list on the right.
- Select a staff member from the drop-down menu on the top.
- Select sections you want to check from the drop-down menu on the right.
- Click Apply.
- You can view the report online or download it in the upper-right corner.