New Vs. Returning Customers Report

The New Vs. Returning Customer Report allows you to track all new and returning customers at the business. You can also track the total number of in-house and online clients who have booked during a specific date range. To get started, follow these steps:

• Click Reports at the top of the screen. 
• Click New Vs Returning on the left side of the page. 
• Once you're finished adding the appropriate search filters, click Run Report. You're all set!  

The report provides information on the following:

• In-House New = New customers who have been booked at the store location. 
• In-House Returning = Returning customers who have been booked at the store location. 
• Online-New = New customers who have booked online.
• Online-Returning = Returning customers who have booked online. 

Let's get started!

1. Click Reports at the top of the screen. Then select New Vs Returning on the left side under Customers.  

2. Select a Date Range. Then select the Service Providers you want to include in the report. You can also focus the report on a specific Customer. 

3. Click Advanced Filters to include past employees in the report. 

4. Click Run Report once you've added the filters you want to apply. 

5. The report allows you to see the number of these types of customers:

• In-House New = New customers who have been booked directly by your business. 
• In-House Returning = Returning customers who have been booked directly by your business. 
• Online-New = New customers who have booked a service directly online.
• Online-Returning = Returning customers who have booked a service directly online. 

6. Under Advanced Filters, you can view the report in a Chart View or Grid View. The latter allows you to see the information in a table format. Under Hide Legend, you can view the report by month, day or week. 

7. Click Export to export the report to an excel sheet or PDF. Click Print to get a paper copy.