Get a daily Fresha sales summary every morning

1. Open Reports in Fresha (All reports in the mobile app) and select the Sales summary report.
2. Set the date range to yesterday with the calendar drop-down and, with several locations, filter by Location or group by it.
3. Group by Payment method to split card and cash, or by Discount name to see which offers were used, one view at a time.
4. Open the Tips summary report separately, because the Sales summary leaves tips out, and export what you need through Options as PDF, CSV or XLSX, one report at a time.
5. Repeat the next morning, and the one after. The Fresha help pages we checked describe no scheduled or emailed report, so the comparison with last week is done by hand or not at all.

Every morning at 8, send me yesterday's Fresha sales by payment method for each location, compared with the same weekday last week, and flag refunds over £50.

1. 01

   Pull yesterday per location

   The agent calls get_sales_summary for yesterday once per location_id, grouped by payment_method, so card and cash totals are separate for each site. A single-location business gets one call.

2. 02

   Pull the same weekday a week earlier

   A second call covers the same weekday last week. Comparing Tuesday with Tuesday keeps a quiet Monday or a busy Saturday from making every day look like a jump or a drop.

3. 03

   Look at discounts by name

   A third call groups the same day by discount_name. A discount that suddenly takes a large share, or one that should have ended, is named in the report rather than lost in the total.

4. 04

   Flag what needs a person

   Refunds over your threshold and a cash total that differs from the drawer count you give the agent are flagged. A day with zero sales at an open location is reported as a possible data delay, not as a closed day, and the agent checks again an hour later.

Fresha sales, Tue 13 Oct vs Tue 6 Oct
Soho: £1,008 net (+7%), card £742, cash £266, 25 items
Shoreditch: £684 net (-12%), card £611, cash £73, 17 items
Discounts: £40, of which "Autumn 15%" £30 (ended 30 Sep, check the setting)
Refunds: £45 at Soho, cash, under your £50 flag
Tips are not in the Sales summary; open Tips summary for them

• The Fresha Sales summary excludes voided sales and gift card sales, so gift card purchases appear in Fresha's Gift card list and Gift card by time period reports instead.
• Fresha builds the Sales summary from sale items, so tips and service charges are missing from it and appear in the Tips summary, Service charges and Sales list reports instead.
• Fresha report data updates every 30 to 80 minutes depending on the report, and each report shows when it was last updated, so a run right after closing can miss the last sales.
• A Fresha team member needs the Access reporting and Access new reporting & insights permissions to open and export reports.

Every tool here only reads, so it can run daily from n8n, Make, Zapier or cron without waiting for your OK.

Sources: Fresha Help Center: Sales summary report · Fresha Help Center: Reports and Insights glossary · Fresha Help Center: Export reports · Fresha Help Center: Reporting and analytics overview

curl https://cotlet.dev/api/v1/fresha/get_sales_summary \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"from":"2026-10-13","to":"2026-10-13","group_by":"payment_method","location_id":"loc_201"}'

{
  "from": "2026-10-10",
  "to": "2026-10-10",
  "currency": "GBP",
  "groups": [
    {
      "payment_method": "Card",
      "items_sold": 18,
      "sales": "742.00",
      "discounts": "30.00",
      "refunds": "0.00"
    },
    {
      "payment_method": "Cash",
      "items_sold": 7,
      "sales": "266.00",
      "discounts": "10.00",
      "refunds": "45.00"
    }
  ],
  "total": {
    "items_sold": 25,
    "sales": "1008.00",
    "discounts": "40.00",
    "refunds": "45.00"
  }
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is fresha_get_sales_summary. Example data.

• Book Fresha appointments from client messages with an AI agent
• Reschedule or cancel a Fresha team member's appointments when they are out
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