Understanding The Tips Report

Modified on Mon, 12 Sep, 2022 at 7:01 PM

Tipping is an important part of American and Canadian life. Enabling your clients to leave a tip increases client satisfaction and also provides an important source of additional income for your sitters.

While it has always been possible to leave a tip when a client books services in their online account, it is now also possible for clients to leave a tip when paying for services with credit cards or ACH.

This introduces another important opportunity to ask your clients if they want to tip and ultimately will further increase tip payments to your staff.

Clients can also leave notes to say who they would like their tip to go to or to say they are rewarding them for a job well done.

The Tip Totals Report explained:

Staff - The name of the staff member.
Total Tips - The total amount of tips allocated to the staff member in the report date range.

The Tips Breakdown explained:

Staff - The name of the staff member.
Invoice - The invoice number is linked to the original invoice.
Client - The name of the client is linked to the client account.
Note - The note a client leaves at the time of creating the tip in the Client Portal.
Tip - The total amount each individual tips allocated to the staff member in the report date range.

How do I view the Tips Report?

Navigate to Reports > Tips Report

Click "Today", "This Week" or "This Month".
To view the previous day(s) click the "<<" button.
To view the next day(s) click the ">>" button.

How do I view the Tips Report for a Date Range?

Click the 'from' date in the first panel and then the 'to' date in the second panel.
Click "Show Report" to see all tips entered within the date range specified.