Feedback report (v2)
Disclaimer
This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
Business owners and marketing managers can use the Feedback report to analyze ratings and comments given by guests for the services availed during the date range. If you use ezConnect, you can find similar information in the Average Feedback metric.
To enable this report, at the organization level, click Configurations. Navigate to the Loyalty section of the List of reports settings. For more information, refer to enable specific reports.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Feedback report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
Column | Description |
|---|---|
Center Name | Center in which the service was performed |
Invoice No | Invoice for which the guest has provided the feedback |
Guest Name | Guest who provided the feedback |
Sale Date | Date on which the service was performed |
Rating | Rating between 5 (highest) to 1(lowest) given by the guest |
Guest Comments | Comments given by the guest on the feedback |
Tags | Aspects on which the guest provided the feedback Example: Aspects can be the ambiance of the center, the attitude of the service provider, and the check-in and checkout process. |
Appointment Status | Status of the appointment |
Invoice Status | Status of the invoice on which the guest gave the feedback |
Providers | Therapist who performed the service |
Service | Services that the guest booked and provided feedback on |
Category | Category to which the service belongs |
Sub-Category | Subcategory of the service within the main category |
First Visit | Indicates if this was the guest’s first visit |
Member | Indicates if the guest has an active membership |
Source | Source from where the appointment was booked |
Feedback report
You can use the Feedback report to analyze ratings and comments given by guests for the services availed during the specified period of time.
Navigate to the Reports tab.
Search for and open the report.
The Feedback report opens in a new tab.
Depending on the requirement, select the desired filters.
Note
You can view the report only for the centers you have access to.
Click Refresh.
The report is generated based on the selected filters.
Filters
Criteria | Options | Description |
|---|---|---|
Dates | - Today - Yesterday - Last 7 Days - Last 14 Days - This Month - 2 Months - 3 Months - 6 Months - 1 Year - Custom | Lists the date on which the service was availed. Select Custom to select a date range. NoteFor custom dates, you can view data for a maximum date range of 6 months at a time. For example, if you wish to see data from January to August, first view data from January to June and then view data from July to August. |
Centers | - All - List of centers | Lists the centers in which the service was availed. |
Therapists | - All - List of all the providers | Lists the employees who have a role assigned in the current center and their start date is within the selected report duration. |
Category | - All - List of service categories | Lists all the service categories. |
Sub Category | - All - List of service subcategories | Lists all the service subcategories within the selected category. |
Service | - All - List of all services | Lists all services. |
Appointment Status | - All - Open - Closed - Cancelled - No Show - Checked -in - Confirmed | Lists the appointment statuses. |
Column descriptions
Column | Description |
|---|---|
Center Name | The name of the center in which the service was performed. |
Invoice No NoteThis label can be different based on your organization set up. | The invoice for which the guest has provided the feedback. NoteClick the invoice number to view the invoice details. |
Guest Name | The name of the guest who provided the feedback. |
Sale Date | The date on which the service was performed. |
Rating | The rating the guest gave on her experience after visiting the center. Rating is based on a scale of 5; with 5 being the best rating and 1 being the lowest rating. |
Guest Comments | The comments provided by the guest on the feedback. |
Tags | The aspects on which the guest provided the feedback. For example, aspects can be the ambiance of your center, the attitude of the service provider, and the check-in and checkout process. |
Appointment Status | The current status of the appointment. - All - Open - Closed - Cancelled - No Show - Checked -in - Confirmed |
Invoice Status | The status of the invoice on which the guest gave the feedback. |
Providers | The name of the provider or therapist who performed the service. |
Service | The name of the services that the guest booked and provided feedback on. |
Category | The category to which the product belongs. For example, in Zenoti your business may have a category such as Hair Care. |
Sub-Category | The subcategory to which the product belongs. For example, in Zenoti under the Hair Care category, you may have a subcategory such as Hair Styling. |
First Visit | Indicates whether this was the guest’s first visit. |
Member | Indicates whether the guest has an active membership. |
Source | The source from where the appointment was booked. The available options are: – Mobile-CMA (Customer Mobile App) – Kiosk for Kiosk – KioskWeb for Kiosk Webstore – Mobile for CMA (Customer Mobile App) – POS for Web POS screen – Online for Webstore – Zenoti for Web Appointment Book – Zenoti-Mobile for Mobile POS |