Guide

From a booking to a paid visit

The appointment book and the sales record answer different questions.

A booking records an intention to attend. The appointment may later be moved, cancelled or missed. A completed service records that the visit happened. A payment records money collected, and refunds or adjustments can change the amount retained. Treating every booking as a paid visit can overstate the business result.

Pick one definition and keep it

For a simple weekly review, begin with completed visits and the payments that can be linked to them. Check whether deposits, tips, taxes, partial payments and refunds are included in your chosen measure. The right definition depends on your purpose, but it must be consistent and visible.

A first visit in a file is not always a new customer

Customer identity matters too. A first known paid visit in a short export does not prove that the person is a new customer. They may have visited before the file's history begins. Label limited history rather than confidently counting every first-seen record as acquisition.

Keep unmatched sales visible

If you later connect advertising to sales, keep unmatched records visible. A matched sale can help describe a relationship to a marketing touchpoint. It does not automatically show that the advertising caused the visit, and unmatched sales are not necessarily organic.

OwnerCue's longer-term direction includes clearer connections between growth decisions and paid visits. Check current data availability before assuming your booking or payment system is supported.

Further reading

Check data and connection availability

An educational drawing of two different records. It does not show an OwnerCue feature.