Planity logo Planity automation · runs weekly

Weekly Planity booking report

Each Monday the owner opens the statistics, switches tabs for services and staff, and copies the numbers into a message for the team.

Cotlet does it in your own Planity account with get_appointment_stats and list_no_shows, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Planity do this on its own?

Planity shows these statistics on screen and sends or prints a copy by hand (checked 23 Oct 2026). Appointment export is a separate feature that Planity support switches on after an email, and it has no API. Nothing sends the statistics on a schedule.

How you do it in Planity today

  1. The owner opens the Admin tab, then "Statistiques RDV", then "Indicateurs clés".
  2. The owner picks the period from the menu at the top right: day, week, month, year or a custom range.
  3. The tabs "Prestations", "Collaborateurs", "RDV" and "RDV pas venus" each show one cut of the same period, and the compare option sets it against a previous one.
  4. The "Exporter" and "Imprimer" buttons give an email or paper copy of the statistics.
  5. Every Monday the owner repeats these clicks and types the figures into a message, tab by tab.

How to weekly Planity booking report

Prompt

Every Monday, report last week's Planity bookings against the week before: total, online share, new clients, no-shows, per service and per staff member.
  1. 01

    Pull both weeks at once

    get_appointment_stats runs with last week's dates and compare_previous true, so one call returns the week and the week before. Totals, online and in-salon bookings, new clients and the no-show count come from the tabs Indicateurs clés, RDV and RDV pas venus.

  2. 02

    Name the busiest service and staff member

    The agent reads by_service and by_staff and reports the top two of each. It leaves out a service with no appointments instead of listing zeros.

  3. 03

    Explain the no-shows

    When no_shows is above zero, list_no_shows returns the appointments behind the count, with client and staff member, so the report says who and not only how many.

  4. 04

    Keep the revenue honest

    estimated_revenue is Planity's estimate from bookings in the agenda. The agent labels it as an estimate and does not present it as takings; the cash register is not read.

  5. 05

    Deliver it

    The agent writes the report in this chat, or to Slack or email through your n8n or script, and nothing in Planity changes. It runs every Monday on a schedule.

What you get back

Example data

12 to 18 Oct: 154 appointments (141 the week before, +13)
Online 96 (62.3%), in salon 58
New clients 21, no-shows 3 (Léa Martin twice)
Top services: Coupe homme 55, Coupe femme 41
Staff: Amélie 62, Lucas 51, Inès 41
Estimated revenue 6120 (booking estimate)

Other ways to ask

  • On the first of each month, report the whole past month against the month before.
  • Report only online bookings per service for the last 30 days.
  • Tell me on Friday if this week is running below last week by more than 10 appointments.

What Planity allows, and what to know first

  • All Statistiques RDV figures come from the appointments recorded in the agenda for the chosen period.
  • The Prestations and Collaborateurs tabs show an estimated revenue based on bookings in the agenda, and Planity also shows a forecast revenue.
  • The tab "RDV" shows online and in-salon bookings and the online booking rate as a percentage.
  • Since 4 June 2026 you can create your own tags, attach them to services and get custom statistics; this report does not read them.
  • Appointment export, added on 22 July 2026, is off by default; the admin asks for it by email from the account's admin address to contact@planity.com.

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

Sources: Planity Help: Where to find my appointment statistics · Planity Help: All new features

Call get_appointment_stats from a script

curl

curl "https://cotlet.dev/api/v1/planity/appointment-stats?date_from=2026-10-12&date_to=2026-10-18&compare_previous=true" \
  -H "Authorization: Bearer $COTLET_API_KEY"

Example response

{
  "date_from": "2026-10-12",
  "date_to": "2026-10-18",
  "appointments": 154,
  "online": 96,
  "in_salon": 58,
  "online_rate_percent": 62.3,
  "new_clients": 21,
  "no_shows": 3,
  "estimated_revenue": 6120,
  "by_service": [
    {
      "service": "Coupe homme",
      "appointments": 55
    },
    {
      "service": "Coupe femme",
      "appointments": 41
    },
    {
      "service": "Brushing",
      "appointments": 35
    },
    {
      "service": "Couleur",
      "appointments": 23
    }
  ],
  "by_staff": [
    {
      "staff": "Amélie",
      "appointments": 62
    },
    {
      "staff": "Lucas",
      "appointments": 51
    },
    {
      "staff": "Inès",
      "appointments": 41
    }
  ],
  "previous": {
    "date_from": "2026-10-05",
    "date_to": "2026-10-11",
    "appointments": 141,
    "online": 83,
    "in_salon": 58
  }
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is planity_read → get_appointment_stats. Example data.

Schedule it in n8n, Make, Zapier or cron

Planity tools this automation uses

Cotlet Planity tools used to weekly Planity booking report
Tool Parameters
get_appointment_stats date_from, date_to, compare_previous
list_no_shows date_from, date_to, staff_id
All 14 Planity tools with descriptions

Frequently asked questions

Is it safe to connect Planity to Cotlet?

Yes. You sign in to Planity yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Planity once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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