The By staff report shows how each team member's work adds up. Find it under Reports in the sidebar (owners and managers).
Pick a date range and you'll see, per team member: how many visits they completed, what they took for services and for products, their Retail %, their tips, their average sale, how many of their visits came from new customers versus returning ones, no-shows booked with them, and their rebook rate. Team-wide figures sit on top - sales, the rebook rate, no-shows, new customers and utilisation - each compared against the period of the same length before it, with a bar chart showing who earned what.
Utilisation is the hours the diary held (completed and missed visits) as a share of rostered hours - each person's real roster for those days, including rotating weeks and different hours on a date, with their time away and your closed dates taken out. Cancelled visits released their time, so they don't count against it.
Services and products
Products are the products credited to each person: on their visits, and on walk-in sales where they were chosen in Sold by. Services is the rest of their visit and walk-in bills, less tips: services, extras, items typed in, packages sold and the value of package sessions used. Each discount comes off the item it was on, so a product promotion comes off Products. Their sales are the two together. Tips are the team's money, so they sit in their own column, never inside sales.
Retail % is their products as a share of their services, the number salons and spas track retail by. $500 of products on $5,000 of services is 10%.
Walk-in sales with nobody chosen in Sold by have their own row, Not recorded, with their services, products and tips, so every sale is counted once. Sold by starts as whoever is making the sale, if they're on the team.
A visit counts as a new customer's when it's that customer's first completed visit with your business, ever. A team member whose column leans returning is building your regulars.
The rebook rate
A customer who leaves with their next visit booked is the cheapest booking you'll ever get. The rebook rate counts a completed visit as rebooked when the customer's next booking was made within a week of that visit - before they leave, or from home a few days later. Either way, they came back without you chasing them.
It's a useful number per team member: rebooking before they leave is a habit, and this shows who has it.
What counts
Sales are attributed to the team member the booking was with, on the day of the visit, and walk-in sales to whoever sold them, on the day they were rung up. A visit that was invoiced counts here on the day of the visit, whether or not the invoice has been paid; the tile says how much of the total is still not yet paid. Someone you've removed from the team still has their row for any dates they worked, marked Removed, so the team's total always matches your sales; their utilisation counts their rostered days up to the day they left. Solo businesses see one row - the report still earns its place for the rebook rate and the month-to-month comparison. Export CSV downloads the table for the range on screen.