Appointment Audit Trail
Updated 7/27/2022
Pricing Tier: Gold and above
Appointment Version: Single or Multiple
Industry: Delivery/Dock
As Appointments move through their lifecycle, your business may need to report on the changes that occur. The Appointment Audit Trail report allows Headquarter or Location Administrators to see each change made to an Appointment along with some other details about who made the change and when it was executed.
Report Details
Appointment actions are recorded when an Appointment is created or edited through the administrative application, by Customers through the Customer View or by your Staff Members through the mobile administrative applications for either Google (C) Android (R) or Apple (C) iOS (R).
The report captures all changes to an Appointment, including, but not limited to:
Staff Member of the appointment
User that executed the action (create, update)
Primary service only (not add-ons)
Date
Start time (no end time or duration)
Appointment status
Appointment-level field information
Accessing the Report
After logging in to your DaySmart Appointments scheduling account:
Click Reports
Click Appointment Audit Trail Report
Running the Report
To run the report in your account, you will set the following criteria:
Select the Locations on which to run
Set the Date Range for either the Appointment's scheduled date or for the date on which the Appointment was created
Select the Customers to include
Choose your format (HTML or CSV)
Click Run Report