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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 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:


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:


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:

New:



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