Appointment reports

Review schedules, cancellations, note completion, booking sources, location performance, and gaps.

7 articles Last updated June 14, 2025

Appointment reports, explained

What each of the six appointment reports answers and which filters it takes.

Appointments schedule report

A printable day or week with one column per practitioner.

Cancellations and no-shows report

Appointments canceled or marked no-show in a period, by practitioner.

Note compliance report

Completed visits that still have no finished treatment note, by practitioner.

Waitlist and gaps report

Who is on the waitlist right now, how long they've waited, and whether they've been offered a slot.

Performance by location report

Revenue, appointments and completion rate per location over a period.

Online booking report

How many appointments patients booked themselves, the deposits taken, how far ahead they book, and how those bookings turned out.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns