Bookings Staff Allocation - Report

The Bookings Staff Allocation page provides a clear overview of all In Home bookings within your selected date range, showing which services already have a staff member assigned and which still require allocation. It also highlights exactly who has been scheduled for each service, helping you spot gaps, plan workloads, and ensure every booking is covered appropriately.

Reviewing this page regularly allows you to stay on top of upcoming staffing needs, confirm allocations are correct, make any necessary adjustments, and maintain a clear picture of how staff resources are being used across this service.

To access the Booking Staff Allocation, go to Reports > Bookings > Booking Staff Allocation

 

Using the date pickers, select the date range you wish to view. This report displays bookings that have a checkin date between the selected dates.

Click the filter icon in the top‑right corner to open the filtering menu. From here, you can view a specific staff member, or leave the field blank to display all staff.

• Only staff who have been allocated to the In Home area will be available for selection.

The blue text on this page is clickable and will take you directly to the corresponding information, e.g. booking number will take you to the booking and the pets name will take you to the pets profile.

From this page, you can quickly view all key details at a glance, including:

• Booking Reference & Area Type  along with an indication of whether the booking is part of a group booking or a repeating cycle.
• Customers Name
• Pets Name - with associated tags.
• Location  (If you have multiple sites)
• Staff - This column shows whether a staff member has been allocated to the service or still requires one to be assigned. You can also change the allocated staff member at any time by selecting a different option from the drop‑down menu.

• Checkin - Date and time
• Checkout - Date and time
• Status - Shows the booking’s current status, such as Awaiting Check‑In or Forthcoming.

The Search bar lets you quickly look up a booking.

To help you search efficiently use information like:

• Booking Number
• Pets Name
• Customer Name

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On assigning staff to set Areas view - Staff Settings

On adding a In Home booking view - Adding In-Home Bookings