Skip to main content

Guests summary

In this section, you can view the details of the visits by new and existing guests, services availed by them, rebooking details, purchase details, average invoice, service, and sale value by guests, appointment status (such as canceled, no-shows), guest satisfaction, and employee and room utilization for the day or during a date range.

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page, search for and select the Guest summary report.

  3. If the report has many columns, scroll horizontally to the right or left to view all columns.

  4. To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.

  5. Click Refresh.

    If you generate the report for over a year, click the Email button.

Column description

Column

Description

Total Guests

Total number of new and existing guests who visited the current center to purchase an item

Total # Services

Total number of services purchased by new and existing guests

Note

A guest can purchase more than one service. There can be a mismatch between the number of guests and the number of services purchased.

Total Guests that purchased Retail

Total number of guests who purchased only products or products along with other items

Avg Invoice Sale Value per Guest

Average sale amount from all the closed invoices for the day or during the date range

  • Sale amount = List price - (Discounts + Tax)

  • Payments collected only using cash, card, check, and custom payments are considered

Avg Invoice Sale Value per Retail-only Guest

Average sale amount from all the closed invoices with only product purchases

Avg Service Sale Value per Guest

Average sale amount from all the closed invoices with at least one service purchase

If an invoice has a service and any other item, only the service part of the closed invoice is considered

Avg Retail Sale Value per Guest

Average sale amount received from all the closed invoices with at least one product

If an invoice has a product and any other item, only the product part of the closed invoice is considered

Appointment Status

Total number of appointments with the following appointment statuses: Cancellation, No Show, Deleted, and Walk-in

Guests# that gave feedback

Total number of guests who gave feedback

Guests# with no feedback

Total number of guests who did not give feedback

Guests# that rated <3

Total number of guests who gave a rating less than 3

Center Utilization (Employee) %

Percentage of employee utilization at the center

Center Utilization (Employee) % = Total number of service hours / Total number of hours clocked in x 100

Center Utilization (Room) %

Percentage of room utilization at the center

Center Utilization (Room) % = Total number of hours they were booked / Total number of hours that rooms are available for booking x 100

Reconcile numbers in guests summary with other reports

Column

Other report

Reconciliation steps

Total Guests

Sales Reports - Invoices

For visits
  1. Export the Sales Reports - Invoices report to Excel and remove the duplicate entries.

  2. For new guests, filter the First Visit column to Yes.

  3. For existing guests, filter the First Visit column to No.

For rebooked guest count and percentage
  1. Export the Appointment Details report to Excel.

  2. Remove duplicate guest names and make a note of the number of unique guests.

  3. For Guests# rebooked for a future date, filter the Rebooking Source column to Yes and Status column to Closed.

    Make a note of the number of such appointments.

  4. Calculate Guests% that rebooked for a future date.

    Guests% = Rebooking Source# / Total number of guests who visited the current center and purchased a service

Total # Services

Appointment Details

  1. Export the Appointment Details report to Excel.

  2. For the number of services purchased by new guests, filter the First Visit column to Yes.

    Do not remove duplicate entries as a guest can purchase multiple services.

  3. For the number of services purchased by existing guests, filter the First Visit column to No.

    Do not remove duplicate entries as a guest can purchase multiple services.

Avg Invoice Sale Value per Guest

Sales Reports - Invoices

  1. Export the Sales Reports - Invoices report to Excel.

  2. For today's closed invoices, filter the Status column to Closed.

  3. Add the Cash, Card, Check, and Custom columns.

    Make a note of this number.

  4. Add the amount in the Total Tax column.

    Make a note of this number.

  5. To calculate the total sale value from closed invoices, deduct the total tax amount from the amount collected in the Cash, Card, Check, and Custom columns.

  6. For a list of unique guests, delete duplicate entries.

    Make a note of the number of unique guests.

  7. For the average invoice sale value per guest, divide the total sale value (calculated in step 5) by the number of unique guests (in step 6).

Avg Service Sale Value per Guest

Sales - Service

  1. Set the filter to Closed invoices and export to Excel.

  2. Make a note of the total in the Sale Value column.

  3. Delete duplicate entries.

    Make a note of the number of unique guests.

  4. For the average service sale value per guest, divide the total sale value by the number of unique guests.

Appointment Status

Appointment Details

Validate this column with the Status column of the Appointment Details report.

Guests# that gave feedback

Guests# with no feedback

Center Utilization (Employee) %

Guest Feedback

Validate these columns with corresponding columns in the Guest Feedback report.