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Smart reports

All your centre's reports in one place

Business, client satisfaction, cancellations, team attendance, virtual receptionist, purchases, appointments and vouchers, and professional analysis. No spreadsheets, no juggling several programs.

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  • Business and NPS
  • Cancellations and attendance
  • Appointments, vouchers and professionals

The problem

Stop gathering data from five different places

A centre's numbers are scattered across the diary, the till, surveys and the team's sheets. Pulling them together every month takes hours.

  • 01
    Before

    Preparing the month-end close by hand, with data from several places

    With ZeeClip

    Invoicing, revenue, vouchers and purchases come from what you already record as you work, in reports you open whenever you like.

  • 02
    Before

    You don't know how many appointments are lost or why

    With ZeeClip

    The cancellations report shows how many there are, how much notice is given, no-shows and the main reason.

  • 03
    Before

    You're not sure how each professional is performing or how the team is doing

    With ZeeClip

    Attendance, revenue and cancellations per professional, and your clients' satisfaction, at a glance and comparable.

All the reports

Eight reports to know your centre

Each report, explained through what you check and decide with it.

Business report

How your business is doing, at a glance

The financial picture of your centre: what you invoice, what you collect and where it comes from, with a comparison to the previous period.

A real case

At the end of the month you open the business report, see which treatments invoiced the most and how many vouchers were sold, without touching a spreadsheet.

  • Invoicing and revenue

    See what's invoiced and collected by week, month or quarter.

  • Treatments and services

    See how much each service brings in and which weigh most in your revenue.

  • Voucher sales

    How many vouchers are sold and how many are active.

  • Revenue by professional

    How revenue is split across the people on your team.

NPS report

Measure your clients' satisfaction

The NPS surveys your clients answer are summed up in a clear score, with its trend and their comments.

A real case

You see a client scored you 6 and commented that they waited 15 minutes: you know what to review with your team.

  • NPS score

    A single indicator of how likely your clients are to recommend you.

  • Promoters and detractors

    Responses split between promoters, passives and detractors.

  • Trend over time

    See whether satisfaction is rising or falling month by month.

  • Comments

    Read what clients say next to their score.

Cancellations report

Understand why appointments get cancelled

How many appointments are cancelled, with how much notice, how many clients don't show up and what the most common reason is.

A real case

You see the main reason is last-minute issues and that clients give 2.5 days' notice on average: you can decide how to handle those gaps.

  • Cancelled appointments

    Number and percentage of all appointments.

  • Days of notice

    How many days' notice your clients usually give.

  • No-shows

    Clients who don't turn up without warning, by number and percentage.

  • Main reason

    Cancellations broken down by reason.

Team attendance

Keep track of your professionals' attendance

A report of each professional's presence day by day: hours worked, absences, late arrivals and holidays.

A real case

Before closing the week you check who was absent and how many hours each professional worked.

  • Weekly view

    Every professional, every day, in a single table.

  • Hours worked

    Total hours per person and per period.

  • Absences and lateness

    Spot absences and late arrivals straight away.

  • Holidays

    Tell holidays apart from absences.

Virtual receptionist

How much the receptionist books and how much it saves you

A report on the bookings the virtual receptionist has handled and the cost savings compared with handling them by hand.

A real case

You check how many bookings the receptionist closed over WhatsApp and what that reception time is worth. The figures in the illustration are sample data.

  • Bookings handled

    How many appointments it booked on its own, by channel and by day.

  • Reception hours

    Handling time you haven't had to spend.

  • Cost savings

    A savings estimate based on the cost of your reception.

  • Out of hours

    Bookings won while the centre is closed.

Purchases report

Know what you spend each month

Your centre's purchases by supplier and category, with the period total and its trend.

A real case

You review October's spend and see that cosmetics products make up most of your purchases.

  • By supplier

    Orders and amount for each supplier.

  • By category

    Products, consumables, equipment and more.

  • Period total

    The month's purchasing spend at a glance.

  • Monthly trend

    Compare what you buy month by month.

Appointments, vouchers and footfall

Find out when most people come

The appointments report and the vouchers report, plus a heatmap of the busiest days and hours at your centre.

A real case

You see that Tuesday and Wednesday mid-morning are your peak hours and that Friday afternoon has almost no appointments.

  • Appointments report

    Appointments completed, cancelled and no-shows.

  • Vouchers report

    Vouchers sold, active and sessions used.

  • Heatmap

    Footfall by day of the week and time slot.

  • Peak times

    Spot your busiest and quietest moments.

Professional analysis

Compare the work of your team

Revenue generated, appointments, cancellations and occupancy for each professional, in a clear comparison.

A real case

You compare your team and see who has the fullest diary and whose appointments get cancelled most.

  • Revenue generated

    What each professional invoices and their share of the total.

  • Appointments attended

    Number of appointments per team member.

  • Cancellations

    Percentage of cancelled appointments in each diary.

  • Occupancy

    How much of their diary each professional has filled.

How it works

From your day-to-day to your reports in three steps

  1. You work as usual

    Diary, payments, purchases and surveys feed the reports with no extra work.

  2. ZeeClip pulls them together

    Each report updates with the data you've already recorded.

  3. You check them

    You choose the report and the period, and decide with the data in front of you.

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For your sector

Smart AI Reports for your sector

Here is how this feature adapts to each type of centre.

Common questions

Frequently asked questions about the reports

Do I have to prepare data or import anything?

No. Reports are built from what you already record as you work in ZeeClip: diary, payments, purchases, vouchers and surveys.

Which reports are included?

Business, NPS, cancellations, professionals' attendance, virtual receptionist bookings with their savings, purchases, appointments and vouchers with footfall at the centre, and professional analysis.

How are the virtual receptionist's savings calculated?

From the bookings it handles and the reception time they represent. It's a rough estimate, not a guarantee of savings.

Is it the same as the advanced reports?

No. Reports are the ones you open whenever you want. Advanced reports send you a summary by email every week.

Can I see the reports for several centres?

Yes. With multi-centre management you control the reports for all your locations from a single account, with permissions per user.

And more

Discover other features

Ready to transform your business?

Join dozens of businesses that already trust ZeeClip to manage their appointments and optimise their business.

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