How do I find out how many appointments a client has been to?

There are several ways to find this information, depending on what you actually want to find.

 

The Full Client List report can also be used to:

 

Go to the Reports menu

Choose Full Client List

Select the relevant time period

OR Select All Clients (regardless of time period) - this selection could take some time and is not recommended unless you only have a few clients or are using the filter fields shown below

OR Select Date Range and enter the relevant range

 

Drag any column headings to Group By into the Blue Group by area

Group by is not used in this example above.

 

Enter in any values to filter by

For example enter in the Client Name into the First and Last name fields

This example uses the Ethnicity Field to filter the results to show Test Client information only

 

Click Go

 

The results are displayed

For the Client Bayley Adams - she has has 9 appointments in total, 2 in the Current year and 2 have been cancelled

For details about these appointments, e.g. their dates or which ones have been cancelled then use the Appointment Summary Report

Multi-cell selection is available in this report.

 

The Full Client list can also be used to export Client Contact Details

 

Preview and print the information if required

The report can also be saved to PDF format or emailed from here.

See more details on the Print Preview options

 

Save the reults into Excel for additional manipulation

 

Cancel and Close the report