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How to Track Customer Retention

How to Track Customer Retention Through Appointment Types

 

The ability to track customer retention will allow you to record the flow of clientele into your business. This information helps in identifying what strategies work when implementing new ways to gather clientele. Use the following information to configure customer retention.

 

 1. Go to Settings

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2. On the left hand side of the screen --- Scroll down to the category labeled Look & Feel --- Click on Calendar Configuration

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3. To enable tracking customer retention --- Check the box next to Track Customer Retention

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NOTE*

There are 4 types of Badges that can be assigned to each client. These badges will be viewable on the appointment blocks as shown above. Here are the definitions behind each badge code:

RR= Return Request- This tracks Returning clients that Are Requesting a specific Service Provider.

RNR= Return Non Request- This tracks Returning clients that are Not Requesting a specific Service Provider.

NR= New Request- This tracks a New client that Are Requesting a specific Service Provider.

NNR= New Non Request- This tracks a New client that are Not Requesting a specific Service Provider.

 

Skip to 2:35 in the video below to watch the tutorial:

 

 

 

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