Explained

Operations report explained

How appointment counts, cancellation and no-show rates, occupancy, lead time and booking channels are calculated in the Operations report.

5 min readRole: User or higherReportsUpdated October 25, 2026
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The Operations & Booking Efficiency report shows how busy you were, how often appointments fell through and how clients booked. Open it from Reports in the sidebar.

How the report reads your data

  • Date range. Pick a range in the top right. The default is the current month up to today. Days follow your salon's timezone.
  • Appointment date. Appointments are placed in the range by their start time, not by the day they were booked.
  • Booked appointments. A "booked" appointment has the status Confirmed, Completed or No Show. This is the same definition the dashboard uses.
  • Comparison. Each summary card compares the range with the same number of days right before it. Rates show the change in percentage points (pts).
  • Who sees what. Members with the User role see only their own appointments and occupancy. Administrators, Super Administrators and Owners see the whole salon.

Summary cards

Appointments

MetricWhat it showsHow it's calculated
Appointments (All)Booked appointmentsCount of appointments in the range with status Confirmed, Completed or No Show.
Appointments (Completed), (Confirmed), (No Show)One status at a timeCount of appointments in the range with that status now.
Appointments (Declined), (Canceled), (Awaiting Confirmation), (Awaiting Payment)Appointments outside the booked totalCount of appointments in the range with that status now.

Cancellations

Both rates use the same base: scheduled appointments, meaning booked appointments plus canceled ones. Declined requests and appointments still awaiting confirmation or payment are not in the base.

MetricWhat it showsHow it's calculated
Cancellation RateShare of appointments that were canceledCanceled appointments divided by scheduled appointments.
No-Show RateShare of appointments where the client didn't comeNo Show appointments divided by scheduled appointments.

A lower rate is shown as an improvement.

Occupancy

MetricWhat it showsHow it's calculated
Available TimeWorking time your team hadEach active member's working hours at their assigned locations (special days replace weekly hours on their date), minus closed periods, salon-wide blocked time and their time off.
Occupied TimeBooked part of that timeBooked appointments, including buffer time, plus the member's own blocked time, counted only inside their available time. Overlaps count once.
Free TimeUnbooked working timeAvailable Time minus Occupied Time.
Occupancy RateShare of working time that was bookedOccupied Time divided by Available Time.

Salon opening hours don't change occupancy. Only each member's own working hours create available time. See How available times are calculated.

Booking patterns

MetricWhat it showsHow it's calculated
Avg. Daily AppointmentsBooked appointments per dayBooked appointments in the range divided by the number of days in the range, including days you were closed.
Avg. Booking Lead TimeHow far ahead clients bookFor each booked appointment, the time between when it was created and when it starts, averaged. An appointment created after its start time counts as zero.
Avg. Appointment DurationTypical lengthAverage time from start to end of booked appointments. Buffer time is not included.

Charts

The two charts split the range into bars: by day up to 31 days, by week up to 90 days, by month up to 730 days, then by year. A bar that covers only part of a week, month or year is faded.

ChartWhat it showsHow it's calculated
Appointments over timeAppointments per barAppointments grouped by start time. Pick All for booked appointments or a single status in the menu.
Occupancy over timeRate and hours per barOccupancy Rate (%), Occupied Hours, Available Hours and Free Hours per bar, using the occupancy rules above. A bar with no available time has no rate, not 0%.

Breakdowns

ViewWhat it showsHow it's calculated
Booking ChannelsHow booked appointments were madeBooked appointments in the range, grouped as Conversations (booked by the AI assistant in a conversation), Online Booking (made on your booking site) or Manual (made by your team in Softalon).
Appointment StatusesEvery appointment by statusAll appointments in the range, whatever their status, grouped by status.
Top Cancellation ReasonsWhy appointments were canceledCanceled appointments in the range, grouped by the reason given. Cancellations without a reason show as N/A.

Common questions

Declined requests were never scheduled, so they are left out of both the count and the base. Only canceled appointments count as cancellations.