The Customer List report lets you identify which customers have spent the most at your business. 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.
To run the report:
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Select → → .
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In the top-right corner, select Filters
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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 much money was spent during that period.
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To see the amount spent with a specific employee, select their name in the Employee filter.
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Under Sort, select → , then choose Highest to Lowest or Lowest to Highest.
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Select Run Report.
You can now see which customers spent the most or least at your business.
To run the report:
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Select → .
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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 much money was spent during that period.
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To see the amount spent with a specific employee, select their name in the Service Provider menu.
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From the Sort By menu, select Amount Paid.
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Next to Sort By, make sure the sort button is in the right position:
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Lowest to Highest Z - A
: See customers who spend the least to the most.
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Highest to Lowest A - Z
: See customers who spend the most to the least.
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You can now see which customers spent the most or least at your business.
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