The Customer Retention Report allows you to track all the appointment types that are being booked in the system.
There are four retention types:
- RR= Return Request- returning clients who are requesting a specific service provider.
- RNR= Return Non Request- returning clients who are not requesting a specific service provider.
- NR= New Request- new clients who are requesting a specific service provider.
- NNR= New Non Request- new clients who are not requesting a specific service provider.
- Click Reports. Then click Customer Retention.
- Under Date Range, select the dates you prefer. This allows you to see your customer retention within the period you choose.
- Under Employees, select the employees you want to include in the report. Click All Selected to include all service providers in the report.
- Under Customer, select a customer. Click Select ALL to include all customers in the report.
- Click Advanced Filters to include information about past employees in the report.
- Click Run Report when you're ready.
The customer retention report is broken into two sections:
- Customer Retention by Appointment Type - displays the number of customers for each appointment type and the percentage for each. This allows you to see the business's total number of returning and new clients overall.
- Customer Retention by Employee - displays the customer types for each employee. This allows you to see each employee's number of returning and new customers.
- Click Export to export the report to an excel sheet. Click Print to get a paper copy.
Comments
3 comments
is there not a way to click on the New Requests etc to see which clients those are under that heading?
Hi Tanya,
Unfortunately there is not currently a way to do this. I will share this feedback with our Team to see if this is something they can add to the system in the future. Keep an eye out for any updates.
Would love to see a break down by provider of their NR/NNR, etc report, is that in the works?
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