The Customer Retention tool allows you to keep track of the types of clients who are booking.
There are four Customer Retention Types:
- RR: Return Request - This tracks returning clients requesting a specific service provider.
- RNR: Return Non Request - This tracks returning clients not requesting a specific service provider.
- NR: New Request - This tracks new clients requesting a specific service provider.
- NNR: New Non Request - This tracks new clients not requesting a specific service provider.
To learn more about this feature, follow the steps below when using the Vagaro Pro app and the Web Version of Vagaro.
- Vagaro Pro app (next)
- Web Version
Vagaro Pro app
You can view a customer retention badge on the calendar screen after the appointment type is selected when a service is booked. View the screenshot below to see how this displays on the Calendar.
In this example, we can see that the customer, Melissa Higgins, is a new request because we see the NR initials on her appointment.
Activate the Customer Retention Option
1. Tap More at the bottom of the screen.
2. Select Settings.
3. Select Calendar Configuration.
4. Select Track Customer Retention. Then tap the Display badge for all customers drop-down to select if you want the customer retention badge to display on the appointments of new customers only or all customers.
5. You can choose to display the customer retention badge for new customers or all customers.
6. Tap Save when you're finished.
7. Once you turn on the Track Customer Retention option, you will be able to assign it to a customer when you book the appointment on the Calendar page (Calendar -> Create New Appointment).
Select Appointment Type to get started.
8. Select the appointment type you want to assign to the customer.
9. Tap Book at the top of the screen when you're finished setting up the appointment.
10. You'll be able to see the appointment on the calendar after booking it.
Web Version
You can view a customer retention badge on the calendar screen after the appointment type is selected when a service is booked. Here's an example of how this displays on the Calendar.
In the example below, we can see that the customer, Aaron Johnson, is a new request because we can see the NR initials on his appointment.
Activate the Customer Retention Option
1. Click Settings at the top of the screen.
2. Click Calendar Configuration.
3. Select the Track Customer Retention option. Then click on the drop-down menu below to select if you want the customer retention badge to display on the appointments of new customers only or all customers when the appointment is booked.
4. Click Save.
5. Once you turn on the Track Customer Retention option, you will be able to assign it to a customer when you book an appointment on the Calendar page.
6. You'll be able to see the appointment on the calendar after booking it. A car icon indicates that the appointment is a house call service.
You'll also be able to edit it on the Checkout screen. To get started, follow these steps:
- Go to the Checkout screen
- Select the customer. Their service will appear automatically on the screen
- Click the drop-down that corresponds to the service on the right side of the page under App Type. Then select the option you prefer
Comments
7 comments
It took my awhile to find this. May I suggest putting "App Type NR NNR RR RNR" which is typically what you do when you search for something. You type the word or words that are where you don't understand. Just a thought.
The display a badge for new customers only is not working and I can't find any information on that.
Hello Andrea,
The display a badge for new customers only will appear when you turn on Track customer retention. If this function is turned off, the drop down will go away because it won't be a relevant function. If it wasn't working with this all turned on, please let us know at 800-919-0157 opt. 2 for support or email support@vagaro.com.
i am a solo studio owner/worker. is there a way to just have nr and rr?
also, is there a way the system could automatically do this for online booking- like just look up if a client has been in before?
Good suggestions. Please consider adding these as new feature requests (link at the top of the help center pages), or up-voting existing requests that are similar to what you want.
I really wish vagaro would add a first time client retention report as well as a more detailed customer rebooking information. It makes it super hard for us to do performance evaluations on a team based business model
Please consider adding this as a new feature request (link at the top of the help center pages), or up-voting existing requests that are similar to what you want.
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