Generic extraction of appointment booking data

Reports · Extract

The Generic extraction of appointment booking data feature is designed to help you analyze the performance of your locations, services, collaborators, appointments and contacts over a given period. 

This guide explains how to configure your exports to get the most relevant data for your business.

Step 1: Access the feature

1. Log in to your account.
2. In the main menu, go to Reports.
3. Select the Generic extraction tab under "View my statistics".

This opens the export configuration screen.

Step 2: Choose the data to include in the export

The screen is organized into several sections, each representing a category of data you can include in your export. Here is a description of each category:

• Location: Select basic information about your locations, such as name, address, email, phone number and technical identifiers.
• Service: Includes information about your services, such as name, duration, price, capacity and associated categories.
• Collaborator: Lets you include data about collaborators, such as their last names, first names, emails, phone numbers and associated teams.
• Appointment: Contains appointment details, including start, end, status (including your custom statuses), creation date, booking interface and source, and additional information.
• Contact: Includes contact information for the people associated with appointments (last name, first name, email, phone number, contact reference).

Selecting fields

In each section, you can:

• Check the Select all box to include all the information in the category.
• Check individual fields you are interested in to create a custom export.

Step 3: Apply filters

On the right side of the screen, you will find two main filters:

1. Period: Choose the start date and end date for the analysis. This lets you target a specific period (for example, a month or a quarter).
2. Location: Select the location for which you want to extract data. If you have several locations, this lets you target a specific site for your export.

These filters help you restrict the exported data to a specific period and location, making the export more relevant and easier to analyze.

Step 4: Export the data

Once you have configured the data sections and filters:

1. Check that you have selected all the fields you need.
2. Click the Export data button.

A file containing all the selected information is then generated. You will receive a notification when it is ready to download. This file can be used for in-depth analysis in your usual tools (spreadsheet, BI software, etc.).

Use cases

Here are a few use cases to help you configure your exports effectively:

• Monthly appointment tracking: Use the Appointment fields to export appointment start and end information and status, in order to calculate the appointment completion rate for the past month.
• Collaborator evaluation: Check the fields in the Collaborator and Appointment sections to review each collaborator's performance (number of completed appointments, satisfaction rate, etc.).
• Performance analysis by location: Select data from the Location, Service and Appointment sections to see how a specific location compares with others in terms of activity volume and customer satisfaction.

Tips for better use

• Optimize your exports by selecting only the fields you need: This makes the file lighter and the information easier to read.
• Save your selection settings for recurring exports: If you regularly run the same type of export, keep your choices to save time.
• Use external identifiers for advanced analysis: By including external IDs, you can easily cross-reference your exported data with other databases or BI software.

Frequently asked questions

Q: I cannot export the data. What should I do?
A: Make sure you have selected at least one field in each data section and that the period and location are correctly set. If the problem persists, contact our support team.

Q: Can I export data for several locations at once?
A: The export tool currently works for one location at a time. To export data for several locations, repeat the procedure for each location.

Q: The file is too large. How can I reduce it?
A: Try selecting only the fields that are essential to your analysis. This will reduce the file size and make it easier to work with.