# Monthly Setmore bookings report by service and team member

> Last month's Setmore bookings per service, class and team member, compared with the month before, without generating and exporting Reports by hand.

Source: https://cotlet.dev/integrations/setmore-api-mcp-server/bookings-report

At the start of each month you want to know which services sold and who carried the calendar, before you plan shifts or promotions. In Setmore that means a laptop, the Reports screen and a spreadsheet you rebuild every time.

Cotlet does it in your own Setmore account with list\_services and get\_appointment\_report, called by your AI agent, an n8n workflow or a script.

[Request access](https://cotlet.dev/app/signup?app=setmore) [All Setmore tools](https://cotlet.dev/integrations/setmore-api-mcp-server)

Hosted · nothing to install or maintain

Official options

## Can Setmore do this on its own?

Setmore includes Reports on both the Free and Pro plans (pricing checked 12 Oct 2026), as an on-demand table in the web app with an .XLS export. Calendar Stats shows confirmed and projected income for the day, week or month in view, not counts per service. The Pro API scope in the help center covers appointments, customers and staff, not reports.

By hand

## How you do it in Setmore today

1. Log in to the Setmore web app at go.setmore.com; Reports is not available in the iOS and Android apps.
2. Go to Settings > Booking Page > Reports and set the date range and the services, classes or staff dropdowns.
3. Click Generate, wait for the appointment data to load, and sort by clicking a column header.
4. Click Export as .XLS, then total the rows per service and team member in a spreadsheet. Do it again for the previous month to compare.
5. The Setmore help center describes no scheduled or emailed report, and for longer periods the help center recommends ranges of 3 months at most, so a year-on-year view means several exports stitched together.

With an agent

## How to monthly Setmore bookings report by service and team member

Prompt

```
On the 1st of each month, tell me how many bookings each team member had last month per service and class, compared with the month before and the same month last year.
```

1. 01  
### Turn names into filters  
The agent calls list\_services once to match "massage" or "yoga class" to the right IDs and to tell services from classes. If two services share a word, it asks which one you mean instead of adding them together.
2. 02  
### Keep every call inside 3 months  
For a quarter or a year the agent splits the period into months, calls get\_appointment\_report for each and adds the results. Setmore advises against longer ranges, and monthly pieces also give the trend line for free.
3. 03  
### Compare like with like  
The previous month and the same month last year use the same service, class or staff filter as the current month. Changes beyond the threshold you set, for example 20 percent, are flagged per team member and per service.
4. 04  
### Explain a zero before calling it a drop  
A team member with no bookings for a service may simply not offer it. The agent checks the staff list on that service before reporting a decline, and marks services that were added or removed during the month.

### What you get back

Example data

```
September 2026 vs August 2026
Total appointments: 168 (August: 151, +11%)
Massage, 60 min: 74 (Anna 41, Ben 33), up from 62
Consultation, 30 min: 38, all Anna, flat
Morning Yoga (class): 56 bookings, down 18% vs September 2025
Flag: Ben, Massage, 90 min dropped from 14 to 6
```

### Other ways to ask

- Every Friday, give me this week's bookings per team member so I can plan next week's shifts.
- Compare Q3 with Q2 for classes only, one line per class.
- How many new-customer consultations did Anna book in the last 3 months, month by month?

Before you automate it

## What Setmore allows, and what to know first

- Setmore Reports live under Settings > Booking Page > Reports in the web app at go.setmore.com, and the iOS and Android apps do not have them.
- Setmore recommends keeping each Reports date range to 3 months or less for best results.
- Setmore Reports filter by services, classes or staff, while the Setmore Zapier integration covers service appointments only, so class bookings never reach a Zap.
- Setmore Calendar Stats splits income into Confirmed income for appointments that took place and Projected income for upcoming ones, following the calendar view.
- Setmore offers Reports on the Free plan too, which allows up to 4 users; Pro removes the user limit.

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

Sources: [Export Appointment History (Setmore Help Center)](https://support.setmore.com/en/articles/491014-export-appointment-history) · [View your income stats on the calendar (Setmore Help Center)](https://support.setmore.com/en/articles/491011-view-your-income-stats-on-the-calendar) · [Zapier (Setmore Help Center)](https://support.setmore.com/en/articles/490968-zapier) · [Setmore pricing](https://www.setmore.com/pricing)

REST

## Call get\_appointment\_report from a script

curl

```
curl https://cotlet.dev/api/v1/setmore/get_appointment_report \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"from":"2026-09-01","to":"2026-09-30","service_id":"svc_8f21c4"}'
```

Example response

```
{
"from": "2026-09-01",
"to": "2026-09-30",
"service": "Massage, 60 min",
"total_appointments": 42,
"by_staff": [
{
"staff": "Anna",
"appointments": 25
},
{
"staff": "Ben",
"appointments": 17
}
]
}
```

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is setmore\_get\_appointment\_report. Example data.

[Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/setmore-api-mcp-server#automations)

Tools

## Setmore tools this automation uses

__Cotlet Setmore tools used to monthly Setmore bookings report by service and team member__
| Tool | Parameters |
| ------------------------ | -------------------------------- |
| list\_services | none |
| get\_appointment\_report | from, to, service\_id, staff\_id |

[All 15 Setmore tools with descriptions](https://cotlet.dev/integrations/setmore-api-mcp-server#tools)

## More Setmore automations

- [Mark Setmore no-shows and track repeat offenders](https://cotlet.dev/integrations/setmore-api-mcp-server/mark-no-shows)
- [Bulk reschedule Setmore appointments when a team member is out](https://cotlet.dev/integrations/setmore-api-mcp-server/bulk-reschedule-appointments)
- [Setmore API and MCP server: every tool](https://cotlet.dev/integrations/setmore-api-mcp-server)
- [All use cases](https://cotlet.dev/use-cases)

## Give your agent access to Setmore.

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[Request access](https://cotlet.dev/app/signup?app=setmore)