Reports & insights

Open Reports under Insights in the operator menu. Pick a date range with the From and To fields or the 7, 30, and 90-day shortcuts - everything on the page reflects that range. The small figure under a headline number (next to Collected or Tips, for example) is the change versus the previous period of the same length.

Revenue

• Collected - all money in hand for the range: chair service revenue, product sales, and membership dues together.
• Tips - tips recorded at checkout, tracked separately from service revenue.
• Appointments - how many visits happened in the range.
• Avg ticket - Collected divided by the number of paid transactions.
• Payment mix - Prepaid (paid online at booking), Terminal (Tap to Pay), Manual Card (an in-shop Stripe checkout link), and Other (collected at the chair by an untracked method such as cash).

Memberships

• Dues collected - membership revenue in the range, from renewals plus new sign-ups. A membership is prepaid service, so the dues are the revenue and the redeemed visit is not counted again.
• Services rendered - the member-price value of the visits members redeemed.
• Utilization - services rendered against dues. Over 100% means members used more than they paid in; under 100% is breakage you keep.

Costs and net

• Stripe processing - card-processing fees for the range.
• Membership fees - the platform fee on membership dues.
• Cost of goods - your supply cost of the products that sold.
• Discounts - the total taken off by discount codes.
• Total costs and Net - your costs added up, and revenue minus costs.

Clients

• Active clients - clients who booked in the range.
• New - clients on their first-ever visit.
• Returning - clients who had visited before.
• Repeat rate - how many of your clients are returning rather than first-timers.

By barber and by service

• By barber - appointments, revenue, and utilization for each barber. Utilization is booked time divided by scheduled hours (from weekly availability, minus time off) over the range.
• By service - how many of each service were booked and how much they collected.

The Reports page has an Export CSV button that downloads one row per appointment for the date range you have selected, plus a row for each standalone product sale paid in that range. It is built for your own analysis in Excel or Google Sheets - your data, exportable any time, with no lock-in.

A few conventions run through the whole file: every date and time is in your shop's timezone, times use a 24-hour clock, and money columns are plain numbers with two decimals and no currency symbol, so they add up cleanly in a spreadsheet.

Every column

• Date - the visit date, in your shop's timezone.
• Time - the start time, 24-hour clock, shop timezone.
• Barber - who the visit was booked with. Blank on a standalone product-sale row.
• Service - the service booked. On a product-sale row this is the product name, with a quantity if more than one.
• Client - the client's name. Blank on a standalone product-sale row.
• Status - the appointment's lifecycle stage. Values below.
• Payment method - what the client chose to pay with at booking. Values below.
• Payment status - where the payment stands. Values below.
• List price - the service's price before any discount.
• Discount - any amount taken off, for example a win-back code.
• Collected - money actually in hand for this row, after refunds. A deposit-only visit shows just the deposit; a no-show, canceled, or still-unpaid visit shows 0.
• Refunded - amount returned to the client.
• Collected via - how the collected money came in. Values below.
• Tip - a tip recorded alongside the payment.
• Stripe fee - the card-processing fee on the charge. Cash and membership-covered visits have none.
• Fee basis - exact if the fee is the figure Stripe reported, estimated if it was computed from standard rates, blank if there was no fee.
• Net - Collected minus the Stripe fee: what you keep from this row before payout.
• Products sold - the retail value of any products on the visit.
• Cost of goods - your supply cost of those products, for margin.

Status

The appointment's lifecycle stage:

• booked - upcoming, or not yet completed.
• completed - the visit happened. A past appointment flips to completed on its own shortly after it ends, or you can mark it.
• canceled - the appointment was called off.
• no_show - the client did not show up.
• sale - a standalone product sale with no appointment. These rows come after the appointments, ordered by when they were paid.

Payment method

What the client chose to pay with at booking. This is their selection, not necessarily what happened:

• stripe - the client chose to pay online.
• in_person - the client chose to pay at the shop.
• membership - the visit is covered by a membership plan.
• (blank) - no method was recorded, such as an older appointment or a booking abandoned before it was confirmed.

Payment status

Where the payment stands:

• unpaid - nothing has been collected yet.
• deposit_paid - a no-show deposit was paid; the balance is still owed at the chair.
• paid - paid in full.
• refunded - the payment was returned to the client.

Collected via

How the collected money actually came in. It is only filled on rows where money was in hand:

• Prepaid - the client paid online when they booked.
• Manual Card - you charged a card in-shop with a Stripe checkout link.
• Terminal - you charged the card in person with Tap to Pay.
• Membership - the visit was covered by a membership, so nothing was charged.
• Other - collected at the chair by a method we do not track, such as cash.
• (blank) - no money was collected on this row: it is still due, unpaid, refunded, a no-show, or canceled.