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Analytics and Ratings (Owner Mobile)

Purpose​

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

Prerequisites​

  • Active OWNER profile is selected for the target business.
  • Business registration is approved and module access is enabled.
  • You have required data prepared for this workflow (staff, services, or policy settings).

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.

Expected result​

You have period-based KPI visibility plus actionable review-response workflows tied to staff and service outcomes. Owner role can complete this workflow end-to-end and continue to owner-only controls when needed.

Common mistakes​

  • Comparing mismatched date ranges and drawing invalid KPI conclusions.
  • Ignoring rating responses and missing customer trust recovery opportunities.
  • Applying changes without confirming impact on currently scheduled appointments and staff assignments.
owner mobile analytics-and-ratings screenshot

Owner mobile wrapper for shared analytics and ratings workflow.