How Can I Access Session and Sales Reports from the Expert Panel?
You can access the reports of payments received from users and the sessions you have conducted through your expert panel.
Session Reports:
- Log in to your expert panel. Click on the 'Reports' option from the left menu.
- On the page that opens, select the 'Call Details' tab.
- Choose the date range for which you want to view the report.
- Select either 'All', 'Appointments' or 'Pay-per-minute Calls'.
- If you want a customer-specific report, enter the customer's name. If no name is entered, all customers you have had sessions with will be listed.
Sales Reports:
- Log in to your expert panel. Click on the 'Reports' option from the left menu.
- On the page that opens, select the 'Credit/Sales Details' tab.
- Choose the date range for which you want to view the report.
- Select either 'All', 'Appointments' or 'Events'.
- You can create specific reports for 'All', 'With Credits' or select 'With Card'.
- If you want a customer-specific report, enter the customer's name. If no name is entered, all customers you have had sessions with will be listed.
Related Articles
How to Create an Appointment from the Expert Panel?
You can organize appointments for any user without requiring them to book. When you schedule an appointment for a user, they will receive an appointment confirmation email along with a payment link. They can pay the session fee by clicking the ...
How Can I List My Appointments in the Expert Panel?
In your expert panel, you can view active and past appointments and access their details. Log in to your expert panel. Click on the 'My Schedule' tab from the left menu. On the page that opens, click on the 'List' option. You can list your ...
How to Create Group and Multiple Group Session Services?
You can conduct sessions with multiple clients simultaneously using your Zoom account integrated into your platform. Click here to learn how to integrate your Zoom account. Group Session Service: This is an appointment package that includes one ...
How to Set the Time Zone in the Expert Panel?
Log in to your Expert Panel. Click on the My Schedule section in the left menu. On the right side, click on the Settings -> Time Zone option. Select the time zone for your country and click the Save button.
How to Activate Google Calendar in the Expert Panel?
After setting up your Google Calendar in the admin panel, you need to activate the Google Calendar integration from your expert panel. Log in to your expert panel. Click on the 'My Schedule' option from the left menu. On the Calendar page that opens, ...