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Customer Retention Report

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Donna J
  • Updated
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The Customer Retention Report allows you to track all the appointment types that are being booked in the system.

There are four retention types:

  1. RR (Return Request) - This tracks returning clients requesting a specific service provider.

  2. RNR (Return Non Request) - This tracks returning clients not requesting a specific service provider.

  3. NR (New Request) - This tracks new clients requesting a specific service provider.

  4. NNR (New Non Request) - This tracks new clients not requesting a specific service provider.

To run the Customer Retention report, follow these steps:

  1. Click Reports. Then click Customer Retention.

    stock_rpts_cust_retention_2x.png

  2. Under Date Range, select the dates you prefer. This allows you to see your customer retention within the period you choose.

    stock_web_cal_options_2x.png

  3. Under Employees, select the employees you want to include in the report.

    employee_selection_2x.png

  4. Under Customer, select a customer.

    customer_selection_2x.png

  5. Click Advanced Filters to include information about past employees in the report.

    advanced_filters_2x.png

  6. Click Run Report when you're ready.

    The customer retention report is broken into two sections:

    cust_ret_report_2x.png

    1. 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.

    2. 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.

  7. Click Export to export the report to an Excel spreadsheet. Click Print to get a paper copy.

    output_selection_2x.png

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5 comments

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  • Avatar
    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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  • Avatar
    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
    • Edited

    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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