Customer Retention Report

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5 comments

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    Tanya Kellington

    is there not a way to click on the New Requests etc to see which clients those are under that heading?

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    Miranda B

    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.

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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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