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Export Appointment History
Export Appointment History

Download a basic report of your appointments over a specified date range

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

Appointment data is stored in Setmore from your very first booking. The ‘Reports’ feature enables you to view this information and filter it by timeframe, a specific service or a specific team member. You can also download a .XLS file of data for recordkeeping or further analysis.

Note: You can only generate reports in the browser version of Setmore. ‘Reports’ is not currently available in the mobile app for iOS and Android.


View your appointment history

  • Log into the Setmore web app at https://go.setmore.com.

  • Go to Settings > Booking Page > Reports.

  • Use the dropdown menus to specify a date range or to filter results by services, classes or staff. Click ‘Generate’ to view relevant appointment data (it may take a few moments to load).

  • You can use the column headers to sort your data e.g. in ascending or descending order.

  • Lastly, clickgenerate.rvices, Staff, or Classes. Click Generate Report to pull your data (it may take a few moments to load).

    Pro tip: For best results, limit your date range to no more than 3 months at a time.

  • Use the column headers to sort your data by ascending or descending order.

  • Lastly, click the Export as .XLS button to download a spreadsheet of your data.

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