StylesSync

Understand your reports

Write a quick report after each appointment, then watch your revenue, appointments, and clients add up.

4 stepsUpdated

On this page
  1. Write a report after each appointment
  2. Review a client’s history
  3. See your business totals
  4. Export a revenue report

Step 1: Write a report after each appointment

A report records the price, tip, notes, and any products sold. Your client history and business totals are built from these reports.

  1. On Calendar, select an appointment that has ended.
  2. Select the report icon (Open report).
  3. Fill in Appointment price, Tip, and Notes. Turn on Product purchase to add any products sold.
  4. Select Save report.
An appointment report.

Step 2: Review a client’s history

Each client profile adds up their visits, total spent, and last visit. Past appointments are listed with their reports.

  1. Open Clients and select a client.
  2. Check Visits, Total spent, Last visit, and Client since at the top.
  3. Scroll to Visit history to review past services, notes, and photos.
Totals on a client profile.

Step 3: See your business totals

The Reports page shows revenue, take-home, appointments, and average ticket, compared with the period before.

  1. Open Reports under Money in the sidebar. On a phone, tap More, then Reports.
  2. Choose 7 days, 30 days, 90 days, or Year.
  3. Review your top services, returning clients, and progress toward your goals.
Revenue and appointment totals.

Step 4: Export a revenue reportPremium

Premium can download an Excel file of revenue by month and service, tips, retail sales, restocking, and expenses. It’s useful for taxes and pricing reviews.

  1. Open Reports and choose a period, or open Expenses and choose a date range.
  2. Select Export. On a phone, the Expenses export is in the ⋮ menu as Export (.xlsx).
  3. Open the downloaded .xlsx file in Excel, Numbers, or Google Sheets.
The exported revenue report.