The Customer Retention feature allows you to keep track of the types of clients who are booking as well as the service providers who are being booked, further helping you to identify the best strategies when it comes to increasing your client base.
There are four different types of Customer Retention Badges: Return Request, Return Non Request, New Request, and New Non Request.
You can view a customer retention badge on the calendar screen after a badge is selected when an appointment is booked. View the image below for an example of what this looks like.
What Each Customer Retention Badge Means
RR= Return Request- This tracks returning clients who are requesting a specific service provider.
RNR= Return Non Request- This tracks returning clients who are not requesting a specific service provider.
NR= New Request- This tracks new clients who are requesting a specific service provider.
NNR= New Non Request- This tracks new clients who are not requesting a specific service provider.
How to Track Customer Retention
1. Click Settings at the top of the screen.
2. Click Calendar Configuration.
3. Toggle the Track Customer Retention switch. Then click on the drop-down menu below to select if you would like the customer retention badge to display on the appointments of new customers only or all customers.
4. Click Save.