HighLevel
Log in
Roadmap
Feedback
Changelog
ā†
Back to changelog
PoweredĀ byĀ Canny

new

Reporting

Dashboard

New Dashboard Widgets for Appointment Services & Rentals

šŸ‘€
What's New?
  1. 11 new Appointment Service widgets covering revenue, coupon performance, staff rankings, and location-level insights ā€” all available directly in the dashboard and custom reports.
  2. 11 new Rentals widgets for tracking rental revenue, inventory status, deposit collection, and booking lifecycle (upcoming, active, overdue, unconfirmed).
  3. Appointment Count by Service and Appointment Count by Service Category are now consolidated under the Services sub-module for easier navigation.
Note: Appointment count now reflects meetings only ā€” Previously, dashboardā€™s appointment count widgets in the Meetings module included both meeting and service bookings. They now show meeting appointments only. Service and rental booking counts have their own dedicated widgets under the Services sub-module.
šŸ‘·
How It Works:
  1. In Agency view, head to Sub Account Settings ā†’ Calendar Settings to enable Services and Rentals.
  2. Navigate to sub-account's Dashboard or Custom Reports builder.
  3. Find all 37 widgets including the two newly relocated Appointment Count widgets in Widgets => Appointments module.
  4. Add Service/Rentals widgets from the Appointments module to monitor inventory and booking health.
šŸŒŸ
Why It Matters:
  1. Maximize revenue visibility
    ā€” Instantly see which services, staff, and rental listings are driving the most revenue, so you can double down on what works.
  2. Optimize rental operations
    ā€” Track overdue, unconfirmed, and upcoming rentals in one place, reducing manual follow-up and inventory blind spots.
  3. Improve coupon ROI
    ā€” Measure coupon redemptions, revenue impact, and top-performing codes to make smarter promotional decisions.
  4. Cleaner sub-module structure
    ā€” 37 widgets are now grouped under Appointments for Meetings / Services / Rentals, making the widget library easier to navigate as it grows.
ā­ļø
What's Next?
  • More widgets for deeper drill-down views within service and rental widgets for location- and staff-level reporting.
šŸ“
Notes:
  1. All 22 widgets are also available in the quick filters panel and custom metrics.
  2. Available to all sub accounts with Calendar Appointment Services or Rentals enabled.
  3. i18n ready ā€” available in all supported languages.