Doc Summary
Walk-In Manager reports summarize recorded walk-in activity. They do not measure appointments or other work performed outside Walk-In Manager.
Choose a reporting period #
Open Reports and choose Today, Last 7 days, Last 30 days, or Last 90 days. Reports also provide a calendar view and period-to-date comparisons. Dates follow the business location’s time zone.
Use Download CSV for a copy of the selected report. If the page warns that the period contains more than 5,000 records, select a shorter period for complete totals.
Understand the metrics #
- Walk-ins: check-ins included in the selected period.
- Completed: entries recorded as completed.
- Walked Out: entries closed because the client left before service.
- Not a Walk-In: entries corrected because they should not count as walk-in service.
- Other closures: cancelled entries with other reasons.
- Still open: entries not yet completed or closed.
- Service rate: completed ÷ (completed + walked out), shown as a percentage. Not a Walk-In, other closures, and still-open entries are excluded from this calculation. With no decided outcomes, there is no service-rate value.
- Average wait: average recorded time from client check-in to service start for entries with valid timestamps.
- Average service time: average recorded time from service start to completion for completed entries.
Offers and team performance #
Accepted, Passed, and Missed describe offer outcomes, not three types of completed service. A passed offer does not count as a completed walk-in.
Team performance shows recorded completions and offer outcomes by team member. It does not represent all work that person may perform at the business.
Accepted is not In Service #
Accepting an offer begins a two-minute client-verification window. Service then starts automatically. The minimum completion timer and recorded service duration begin from service start.
Use Walked Out or Not a Walk-In during the permitted pre-service window when appropriate. These are distinct outcomes.
Keep records accurate #
Mark service complete when the work actually finishes. Prior-day Accepted or In Service entries can be automatically completed at business-day rollover, so a Completed record alone does not prove someone manually confirmed the service or its exact finish time.
Today’s Activity shows current-business-day team visits and outcomes. It is an activity view, separate from the historical Reports filters and downloads.
