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See Which Customers Booked the Most or Least Appointments

Jamie B
Jamie B
• Updated

The Customer List report lets you identify which customers book the most and least appointments. Use it to understand client activity, recognize your regulars, and find opportunities to win back less-frequent visitors.

Prerequisites: This feature is available for all Vagaro businesses.

On a Phone

To run the report:

  1. Select More This is an icon used to go to the More initial navigation step on the Vagaro website and the Vagaro Pro app. → Reports → Customers.

  2. In the top-right corner, select Filters filters_icon_2x.png.

    filter_customer_list_vpro_2x.png

  3. To set a date range, select All Dates next to Date Range and choose your new range.

    Note

    Changing the date range will only show how many appointments were booked during that period.

    change_date_range_vpro_2x.png

  4. To see the number of bookings made only with a specific employee, select their name in the Employee filter.

  5. Under Sort, select Sort By → Booking, then choose Highest to Lowest or Lowest to Highest.

    sort_by_vpro_2x.png

  6. Select Run Report.

You can now see which customers booked the most or least appointments at your business.

On a Computer, Tablet, Pay Desk, or PayPro

To run the report:

  1. Select Reports Decorative solid black rectangle, which is usually an icon for reports or charts. → Customers.

  2. To set a date range for the report, select Advanced Filters to show more filter options, choose a Date Range, and then select Run Report.

    Note

    Changing the date range will only show how many appointments were booked during that period.

    set_date_range_web_2x.png

  3. To see the number of bookings made only with a specific employee, select their name in the Service Provider menu.

  4. From the Sort By menu, select Booking.

    booking_sort_by_web_2x.png

  5. Next to Sort By, make sure the sort button is in the right position:

    • Lowest to Highest Z - A arrow-down-z-a-solid-full.png: See customers sorted from the least to the most appointments.

    • Highest to Lowest A - Z arrow-up-a-z-solid-full.png: See customers sorted from the most to the least appointments.

    highest_to_lowest_button_web_2x.png

You can now see which customers booked the most or least appointments at your business.

Comments

3 comments

Date Votes
  • Stephanie Morales

    I just need to run report with clients in the month of April. Not how much they spent. We just need it for a drawing 

    0
  • Jamie B

    Hi Stephanie, you can use the Customers Reports and set the month of April in the date range. This will display all customers who've made bookings and purchases during that month.

    0
  • Aimee Pratt

    hello, i am trying to see who my top customers were for this year. i followed all the steps but there isn’t a button to sort from highest to lowest once i run the report. TIA 

    0

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For every step.