This document will detail the Prebook and Rebooked calculations in the dashboard. Please note that the Aveda Dashboard must be enabled by Aura to access the Rebooked calculation.
Summary
Prebooked Calculation = Total # of new prebooked appointments (specified by the Prebooked checkbox at booking), booked during the time period selected / # Of service tickets checked out during the time period.
It is dependent on the Prebook checkbox, the "booked by" date on the new appointment, and the number of services tickets checked out.
Rebooked Calculation = Total # of new appointments (not dependent on the Prebooked checkbox). booked during the time period selected / # Of service tickets checked out during the time period and dependent on the client having booked a new appointment and having had a service ticket checked out that day.
It is not dependent on the prebook checkbox but it does require that the client be the same as a checked out service. It does relate to the "booked by" date on the new appointment, and the number of service tickets checked out.
Prebook Example
In the image above, our date range is 11/1/22 to 11/1/22. This means we are pulling Prebook data for service tickets that were checked out for 11/1 and appointments that were booked for a future date but the booking action took place on 11/1.
Here we can see we have had 2 service tickets checked out on 11/1
And here we see that Amy Kovac booked an appointment for a future date and that the booking action took place on 11/1. But wait! She didn't have a service ticket on 11/1? That is because Prebooked is not tied to the client file, it relies on employees only checking the Prebooked checkbox when it is applicable.
Someone else took the action on 11/1 to book an appointment on a future date with the Prebook checkbox checked, so we have 2/2: 100% prebooking. As evidenced by our example, it does not require the client who has prebooked to have had a service ticket that day.
Rebook Example
In the image above, our date range is 11/1/22 to 11/1/22. This means we are pulling Rebook data for service tickets that were checked out for 11/1 and appointments that were booked for a future date when the booking action took place on 11/1.
Here we can see we have had 2 service tickets checked out on 11/1
Bob Lee Swagger was one of our service tickets from 11/1. On 11/1 a new appointment was booked for him for 11/22. The prebook checkbox was not checked at booking and did not need to be.
Thus there is a Rebooked rate of 50%. Bob Lee Swagger was the only one of our two service ticket clients who took the action to book a new appointment within our date range of 11/1. Rebook depends on the client being the same and does not require the Prebook checkbox.