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Analytics and Ratings (Manager Mobile)

Purpose​

Run analytics and ratings directly from Manager Mobile workspace with role-appropriate permissions.

Prerequisites​

  • Active MANAGER profile is selected for the target business.
  • Owner has granted permissions for this operational module.
  • Business registration is approved and module access is enabled.

Step-by-step​

  1. Open Analytics tab and select the reporting period used for current review cycle.
  2. Inspect totals for completed, cancelled, and no-show appointments.
  3. Review revenue and service performance breakdown by staff and by service.
  4. Open Ratings view, read feedback for business, staff, and services, then post responses.
  5. Log follow-up actions for low-performing segments and monitor trend change next cycle.

Decision points​

  • If cancellation rate spikes, inspect schedule/rules policies before increasing promotions.
  • If rating trend drops for a staff member, trigger coaching and schedule quality checks.
  • If action requires subscription billing changes or company active/deactive status, escalate to the Owner workflow.

Expected result​

You have period-based KPI visibility plus actionable review-response workflows tied to staff and service outcomes. Manager role can complete this workflow within manager permissions and escalate owner-only actions.

Common mistakes​

  • Comparing mismatched date ranges and drawing invalid KPI conclusions.
  • Ignoring rating responses and missing customer trust recovery opportunities.
  • Trying to execute owner-only billing or company status actions instead of escalating to Owner.
owner mobile analytics-and-ratings screenshot

Manager mobile wrapper for shared analytics and ratings workflow.