This guide shows you how to view a list of appointment deposits and their outstanding balances.
In this Article
Generating the Report
Go to Manager > Reports, and select the Future Appointments dashboard under Insights.
Next, set your filters by selecting a specific date range or choosing a particular Staff Category, Staff Name(s), or Service Category. Then, click Reload to apply your filters.
Finally, scroll down to the Appointment Deposits report to see a list of future appointments with deposits that match your filters.
This report shows deposits paid through PhorestPay, both in-house and online, as well as deposits not paid through PhorestPay.
Downloading the Report
To download the report, click the 3 dots in the top-right corner of the report, and select Download data.
If your report contains more than 500 rows of data, please select Advanced data options and choose All results under 'Number of rows to include' to make sure all data is included in the export.