Know your numbers at a glance
Track sales, invoices, appointments, classes, clients, messages and customer satisfaction. Drill down by staff member and export the data.
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Track revenue
Follow sales, payments and unpaid invoices to keep cash flow on track. Monthly, quarterly and yearly views show how the business is trending, so you spot a slow month early.
Plan your team's time
Booking, class and peak hour data show when you are busiest and who is carrying the load. Use it to schedule staff where they are needed and plan resources ahead.
Keep customers happy
CSAT scores for each agent show how well your team serves customers. Spot where service slips, coach the right people and keep the clients who bring in the most revenue.
Key features of reports
Sales, payments and invoices
See where your money stands, from overall performance down to each invoice:
- Performance: monthly, quarterly and yearly sales and payments
- Invoices: paid and pending unpaid status, with a detailed view by staff
- Staff: drill down into sales and payments per staff member
- Export: download the data for further analysis and record-keeping
Appointments and classes
Understand how your schedule performs and where your team's hours go:
- Appointments: total bookings over any period, by date range and staff, with estimated revenue and hours
- Classes: total classes run per staff member, broken down by type
- Top clients: the 10 clients who book most
Clients
Track new clients by referral source to see which channels bring people in. Rank your top clients by revenue so you know who to look after, and follow acquisition trends over time to see whether growth is speeding up or slowing down. Use it to focus your strategy on high-value clients.
Communication
See how busy your channels are, who is handling the work and when your team is needed most:
- Contacts: total new contacts added
- Messages: sent and received, broken down by agents and bots
- Peak hours: a heatmap of your busiest times, so you can plan staffing and resources
Customer satisfaction (CSAT)
Measure customer satisfaction across your team, with a breakdown for each agent. See who consistently earns high scores and where service needs work, then use the results to improve quality and keep more clients coming back. Read it next to your communication report to compare message volume with how customers felt.
Which business reports to check every week
Reports only help if someone looks at them on a regular schedule. A short weekly review catches problems while they are still small: an invoice that has gone unpaid, a staff member with an empty calendar, or a rush of messages nobody planned for. Start with these four:
- Unpaid invoices: chase them early from invoices and payments
- Bookings per staff member: spot who is overbooked and who has spare time
- New clients by referral source: see which channels and campaigns bring people in
- Peak hours: make sure enough people are online when chats arrive
Monthly and quarterly views answer bigger questions, such as whether revenue is growing, which class types are worth expanding and who your most valuable clients are. Those top clients are good candidates for targeted WhatsApp broadcasts and loyalty offers.
The communication and CSAT reports matter most for customer service teams. If your AI agent handles routine chats and hands the rest to your team, comparing bot and agent message counts shows how much work the bot takes on, and per-agent CSAT shows where coaching would help. When you need the raw numbers, export the data for your accountant or your own spreadsheets.
What our customers say
We’ve been using Whautomate for the past few months and it has been an exceptional tool for automating our WhatsApp replies. It has significantly improved our customer service efficiency, saving us valuable time. We also want to highlight the service provided by Babu, the founder, who has consistently been responsive and helpful. We wholeheartedly recommend Whautomate for anyone seeking effective automated solutions.
Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
JustinGeneral Manager, Espressivo Music Academy
I highly recommend Whautomate for their exceptional WhatsApp automation solution. Their team's expertise and dedication impressed me from start to finish. They seamlessly integrated their solution, improving our customer service and productivity. Trust them for reliable and effective WhatsApp automation that drives business growth.
Raghavendran RajasekaranFounder, Music Love Yoga
This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
AazamFounder, Sport-fit Physio Care
Honestly, I was a bit skeptical at first about Whautomate, but the team has been incredibly friendly, responsive, and diligent. While many other apps have their pros and cons, if you're looking for fast, reliable tech support that makes your life easier, Whautomate is the way to go. The best tech support and customer service, highly recommended!
Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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