From the Eziplan Menu navigate to Appointments > Individual Appointments
Same process if you want to export a report for the Repeats
This will take you to the list of Client appointments in your system.
In the search options, specify the date range and set the Status filter to Cancelled. Ensure that the Records per page setting is at its maximum. Click the Search Appointments button to filter the list and display all cancelled appointments.
You can then export the results to an Excel spreadsheet by clicking the green icon in the top right corner of the Individual Appointments page.
You can also view the list of cancelled appointments that are still chargeable via customisable reports. To access these reports see Creating Customised Reports. Select the Mail Merge By Appointment - Custom page,
You need to enter the desired date range and set the number of records per page to its maximum. Additionally, you can select how you want the list to be sorted, such as by date or by package.
You will then need to ensure the following fields are ticked:
Appointment Fields:
Reference Number
Date
Chargeable Cancellation
Cancellation Reason
Clients:
Client First name
Client Surname
After clicking Search, the list will display chargeable cancelled appointments for the selected date range. Please note that appointments not assigned to a staff member will not appear. To export the displayed results to an Excel spreadsheet, click the green icon.
