It would be helpful to add a tip filter to the Appointments section
F
Fabian Ruiz
Good morning, I wanted to make a suggestion. Previously, I had asked about how to filter clients based on the tips they gave, and I was able to extract the contacts. However, I noticed something: since financials are copied across all appointments in a recurring service, when I extracted past data, it included an appointment that the client had requested to cancel. I was able to identify it manually, but the information wasn’t accurate because that tip was never actually charged since the appointment was canceled.
My suggestion is that, for greater convenience and ease of use, it would be helpful to add a tip filter to the Appointments section. I find this section easier to use and better for filtering, and it also provides a weekly view of processed tips, which is exactly what I’m looking for.
I hope this filter can be added, thank you.