đ Alpha: This feature is currently in Alpha. We'll reach out if your account qualifies.
Booking Insights is a Web dashboard inside Online Booking. It combines abandonment patterns with a Recovery List so your team can understand where booking interest stops and work the people who still need follow-up.
The classic Abandoned bookings page focuses on individual booking attempts. Booking Insights gives owners, managers, and front-desk teams a person-based view of unresolved Online Booking demand and qualifying staff recovery.
How it works
Set the date range: Choose Last 7 days, Last 30 days, or Last 90 days.
Choose the audience: Select New visitors or Existing customers. This refreshes the complete dashboard and Recovery List.
Read the opportunity: Review abandoned people, staff-recovered people, open opportunities, estimated opportunity value, stop steps, and weekly activity.
Work the list: Use Needs follow-up, Hidden, or Staff recovered to find the next action.
Verify the journey: Open View journey to review contact, pet, booking, activity, and recovery context.
What Booking Insights includes
Four KPI cards for abandonment, staff recovery, open opportunities, and estimated opportunity value
A view of where current open opportunities stopped in Online Booking
A Biggest leak summary for the largest current stop step
A weekly abandonment and staff-recovery activity chart
A Recovery List with Needs follow-up, Hidden, and Staff recovered states
A Recovery Journey with the context and activity available for each person
đ Note: Booking Insights includes Online Booking abandonment only. Calls, walk-ins, Intake Forms, and other lead sources remain in Leads Management.
Must Know
Booking Insights does not replace the classic Abandoned bookings page, client profiles, Messages, appointments, or Leads Management.
Records created before the supported data window are not backfilled.