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Services (v2) – Reporting Guide (Migrate from old widgets)

Note: This update is now live. Overview We’ve introduced Services (v2) Reporting , a dedicated module within the Reporting Dashboard for all…

1 min read300 words2 explained imagesUpdated Thu, 7 May at 10:16 PM
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On this page
  1. Overview
  2. What’s New in Services (v2)
  3. What Changed from the Previous Setup
  4. Action Required (If You Used Old Widgets)
  5. Steps to Update
  6. Important Notes
Note: This update is now live.

Overview

We’ve introduced Services (v2) Reporting, a dedicated module within the Reporting Dashboard for all service-based insights. This replaces the earlier service-related widgets that were part of the Calendars/Meetings module.

The new module (identified by purple icons) provides a more structured and scalable way to track appointments, revenue, staff performance, and more.

What’s New in Services (v2)

The Services (v2) module includes a wide range of widgets, such as:

  • Appointment count by service

  • Appointment count by service category

  • Total revenue from service booking

  • Revenue by service

  • Revenue by service category

  • Average order value (services)

  • Top grossing staff (services)

  • Top performing service locations

  • Cancelled service revenue

  • Coupon redemptions (services)

  • Revenue from coupons (services)

  • Top coupon codes (services)

These widgets are designed to give you deeper visibility into service performance and revenue trends.

What Changed from the Previous Setup

Previously, service-based reporting was available through two widgets under the Calendars/Meetings module:

  • Appointment Count by Service

  • Appointment Count by Service Category

These older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current form after the update.

Old:

What Changed from the Previous Setup (image 1 of 2) What this shows These older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current… What this shows Illustrates the "What Changed from the Previous Setup" section of "Services (v2) – Reporting Guide (Migrate from old widgets)". This screenshot appears in the "What Changed from the Previous Setup" section of "Services (v2) – Reporting Guide (Migrate from old widgets)". The text alongside this image reads: These older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current form after the update. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: If you previously added the older service widgets to your dashboard, you will need to update them. Image 1 of 2 What this coversThese older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current form after the update.
Fields in this part of the guide Appointment Count by ServiceAppointment Count by Service Category
Buttons and menus referenced Calendars/Meetings modulemoved to Services (v2)
Next stepIf you previously added the older service widgets to your dashboard, you will need to update them.
All 2 steps in this procedure
  1. Appointment Count by Service
  2. Appointment Count by Service Category
New:
What Changed from the Previous Setup (image 2 of 2) What this shows These older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current… What this shows Illustrates the "What Changed from the Previous Setup" section of "Services (v2) – Reporting Guide (Migrate from old widgets)". This screenshot appears in the "What Changed from the Previous Setup" section of "Services (v2) – Reporting Guide (Migrate from old widgets)". The text alongside this image reads: These older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current form after the update. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: If you previously added the older service widgets to your dashboard, you will need to update them. Image 2 of 2 What this coversThese older widgets (shown with standard calendar icons) are being moved to Services (v2) and will no longer function in their current form after the update.
Fields in this part of the guide Appointment Count by ServiceAppointment Count by Service Category
Buttons and menus referenced Calendars/Meetings modulemoved to Services (v2)
Next stepIf you previously added the older service widgets to your dashboard, you will need to update them.
All 2 steps in this procedure
  1. Appointment Count by Service
  2. Appointment Count by Service Category

Action Required (If You Used Old Widgets)

If you previously added the older service widgets to your dashboard, you will need to update them.

Steps to Update

  1. Go to your Reporting Dashboard

  2. Locate and delete the following widgets:

    • Appointment Count by Service (old)

    • Appointment Count by Service Category (old)

  3. Click Add Widget

  4. Navigate to the Services (v2) module (purple icon section)

  5. Add the relevant new widgets based on your reporting needs

  6. Save your dashboard

Important Notes

  • The old widgets will stop displaying data after the release

  • Your underlying data is not affected

  • You must use the new Services (v2) widgets to continue viewing service-related reports

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