Hi Amelia Team,

we want to get better overview on our bookings and sales. We use packages to sell consulting hour contingents, e.g. 3x 60 min or 5x 60 min.

Therefor we want to have insights around:

- number of packages sold and which packages
- which customer bought which packages
- how many appointment slots per packages have been booked / used (also specifically per customer)
- which employee sells how much packages
… and many more I assume, will come to mind when we can start to work more with reports.

We noticed some information we can get from different areas of Amelia like:
finance section, appointment section, within services > packages > infos of the specific package, customers section…

But we are missing like a central reporting section within Amelia, or did we overlook?

If there is no reporting area that meets our requirements, is there a way to stream data of amelia into tools like Google Looker Studio for example? Or just export relevant data into csv? Best automatically or via cronjob so we can import into an external dashboard software.

Many Thanks in advance
Ben

Hi Marko & Team,

we need to get an overview on:

- which customer bought which packages and how many appointment slots within the packge have been used already

As I said, we use packages to sell multiple consultation appointments. It's kind of the same scenario that describe in the documentation:

https://wpamelia.com/packages/
"Number of appointments" is the option that you can use to set the number of appointments that will be included in this package for the chosen service. For example, if you have a Yoga class and you want to create a package of 12 yoga classes that will last 30 days, you will choose just one service in the dropdown and choose 12 in the "Number of Appointments" option. You can, of course, choose multiple different services and set this number of appointments for each. Please note that this option is automatically disabled if you enable the "Total Number of Appointments" option.

We know that we could navigate to services --> packages --> click into the right package and look for customer details, like in this screen shot

But this is not going to work for us, as we currently offer

12 service catgories
2 services per category
3 package sizes per service

This means we have 12 x 2 x 3 active packages (that all have nearly the same names), look at this screen shot:

This complex structure is also a result because Amelia does not seem to provide a way to simplify it, we asked for advice on that already: https://tmsplugins.ticksy.com/ticket/3220771/

We are not able to trial and error click into all packages to aggregate data on our main questions. 

- which customer bought which packages and how many appointment slots within the package have been booked already (and how many bookings are therefor still open to book)

And again we also need for reporting reasons answers to these questions:

- number of packages sold and which packages have been sold
- which employee sells how much packages

Is there a way, we can get this information within Amelia?

Alternatively, is there a way to export (raw) data from Amelia in order to create reports in external tools like Google Looker Studio?

Many Thanks
Ben

Hey Marko,

this is very disappointing… we consider this a core functionality. When you sell packages you also need to know which customer bought which packages and how many appointment slots within the packge have been used already. Without manually aggregating data and looking for it via trial and error.

I did place the feature request but it actually seems like the whole package topic is not well thought from beginning to end. Too bad.