See Which Clients Your Workflows Brought In
Every workflow lists the bookings it is credited with: the client, the visit, how the workflow earned the credit and what it paid. The Performance tab lists them for every workflow at once, and the AI Assistant page lists what the AI booked this month.
A workflow's dashboard tells you how many bookings it brought in. The list under it tells you which ones: the client, the visit, and how the workflow earned the credit, so you can see exactly who came back because of it.
One workflow's bookingsCopy a link to this section
- Open Workflows from the main menu and open the workflow.
- Choose the Analytics tab and pick the period with the date picker at the top.
- Scroll past Over Time to Booked Because of This Workflow.
Each row is a booking credited to the workflow in that period, most recently credited first:
- Credited At: when the booking was credited to the workflow.
- How It Was Credited:
- Booked from Link: the client booked through a link the workflow sent. These are the Bookings Attributed on the card above.
- Booked After Message: the client booked within the workflow's window after one of its messages, without the link. These are the influenced bookings under that card.
- Recorded Outcome and Paid with Workflow Offer: a Record Outcome step proved the booking, or the client paid with a promo code the workflow sent.
- The appointment as the appointment list shows it: the client (click the name to open them), their phone and email, New Client, services, professional, status, start and end, when it was booked, how to pay, payment method, source and identifier.
- Revenue Credited: what the booking has paid so far, tips left out and refunds taken off. It is 0 until the visit is paid. Price is what the booking is worth as booked.
Click a column header to sort by it. Double-click a row, or use the eye icon, to open the appointment. Export downloads the whole list for the period, not just the page you are on.
A booking the client canceled, missed or had declined is left out unless it was paid anyway (a cancellation or no-show fee), the same as the cards count it, so the list's total matches them.
What they are worthCopy a link to this section
The summary at the top of the Workflows page shows Revenue Attributed, what the bookings your workflows brought in this month have paid so far, and under it Projected: what those bookings are worth as booked (their price less discounts), paid or not. Canceled, declined and no-show bookings are left out, so a booking for next week counts the day it is made. Each workflow's Analytics tab has the same figure as Projected Revenue, for bookings from its link, with the influenced bookings' value under it.
Every workflow at onceCopy a link to this section
- Open Workflows and choose the Performance tab.
- Pick the period, then scroll to Booked Because of Workflows at the bottom.
The list adds a Workflow column. When two workflows both messaged the client before a booking, the booking is listed once, under the workflow whose link the client used if one did, so the list adds up to the Bookings Driven figure rather than counting the booking twice. Inside each workflow's own Analytics tab, each still shows its own claim.
On a location group's Workflows page, open a location to see its list.
What the AI booked this monthCopy a link to this section
The AI Assistant page (Automation & AI → AI Assistant) shows what the AI receptionist earned this month. When it has booked anything, Appointments Booked by AI lists those bookings under the figures, with the channel each came in on. The same list for any period is in Reports → AI Reservations.
Who can see itCopy a link to this section
The workflow lists are shown to members who can view workflows, and the AI list to members who can open the reports. A client's phone and email appear only to members allowed to see client contact info; for everyone else those cells read N/A.