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Customer Retention Report

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9 comments

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    Erika Manhart

    Would love to see a break down by provider of their NR/NNR, etc report, is that in the works?

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    Aishah Bilal-Ali, Ed.S, I.A.T.

    Report shows all 0% even after including all staff and clients.

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    Jamie Bennett

    Hi Aishah... If you want to see customer retention, you need to have the customer tracking setting turned on. To change the setting, hover over Calendar on the top toolbar, click Configuration, and then you need to turn on Track Customer Retention.

    Hopefully, this answers your question. If you need more help, feel free to reach out.

    Thanks,

    Jamie

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    Khoa Nguyen

    This function is broken....when making appointments online....it doesnt show up an icon showing if this is RN or NNR etc........Please fix this ASAP as this function is crucial for our business..

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    Donna J

    Khoa... I looked into this and tried it in my test environment. It does appear that a customer booking online for themselves does not cause the "Appointment Type" selection to set. But, further, I see that somehow, NONE of your appointments (OK, I only looked at a handful) have the appointment type set. You should not be able to do that when creating an appointment on your calendar, but when rebooking from an online appointment, it seems to be leaving the type unset. I'm putting in a ticket for this and have asked support if there's a bug. You should hear from someone soon.

    You could go in and edit the future appointments, set the appointment type, and save them.

    Hope that helps in the interim.

    Donna

     

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    Donna J

    Khoa... quick follow-up: for customers booking for themselves online, the BUSINESS must edit those appointments on the calendar in order to set the appointment type. I'm still not sure why you appear to have business-made appointments that do not have it set, but going forward, please remember to edit your online appointments and make sure that anyone who creates appointments through your calendar in-house set the appointment type.

    Donna

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    Khoa Nguyen

    The issue that we are having is mainly making those appointments online. That's what we really want to know.

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    Donna J

    That answer is: when a customer books for themselves online, the system does NOT set the appointment type. You have to do that manually by editing and saving the appointment on your calendar.

    Donna

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    Khoa Nguyen

    That's very unfortunate because that's so important for us because workers wants to know so they can move the the clients around to different nail techs...without needing to call the client...its the biggest flaw of this especially for nail salons.

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