The New vs Returning report compares how many new and existing customers booked appointments with you during a date range, either in-house or online, such as the Vagaro Marketplace, social media links, booking widget, MySite, Google, and Apple Maps.
Prerequisites: This feature is available for all Vagaro businesses.
When you first open the New vs Returning report, the data shows a stacked bar chart. Each bar shows the total appointments for a given time period (day, week, month, or year) and includes up to four sections for each customer type, which are also listed in the legend beside the report:
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In-House - New: Customers who didn't have a customer profile with the business and booked their appointment in person or on the phone.
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In-House - Returning: Customers who have previously had an appointment at the business and booked another one in person or on the phone.
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Online - New: Customers who didn't have a customer profile with the business and booked their appointment online either on the business's Vagaro Listing Page or another online appointment source.
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Online - Returning: Customers who have previously had an appointment at the business and booked their appointment online either on the business's Vagaro Listing Page or another online appointment source.
Running this report on a phone shows how many completed appointments were for new or returning customers and the source.
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In Chart View, a bar chart shows how many new and returning customers booked their appointments in-house or online.
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In Grid View, a card is shown for each appointment type.
To run the New vs Returning report:
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Select More
→ → .
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At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Appointment Source: Show data for all or a specific set of sources.
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Select Grid View or Chart View to switch between the two report views.
The New vs Returning report shows how many appointments were from new or returning customers.
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In Chart View, a stacked bar chart shows how many new and returning customers booked their appointments in-house or online. Depending on the date range you set, it groups data by day, month, and year. You can hover over or select data in the report to see a breakdown of where appointments came from.
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In Grid View, a table shows the number of new and returning customers for the selected customer category, sorted by Date. Depending on the date range you set, it groups data by day, month, and year.
To run the New vs Returning report:
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Select Reports
→ .
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Set the date range for your report:
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In the top-right corner, select Date Range
to open the date picker.
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Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.
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If you manually selected a date range, select Submit.
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Optionally, in the top-right corner, select Filters
, set any of the following filters, and then select Run Report.
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Appointment Source: Show data for all or a specific set of sources.
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Optionally, complete the following additional actions:
You can drill into the report to see information about each booking. The following information is included:
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Customer Name: The name of the customer.
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Appointment Date: The date when the service or class was performed.
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Status: The appointment status.
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Service/Class Name: The name of the service or class that the customer paid for.
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Employee: The service provider who performed the service or instructor who taught the class.
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Amount Paid: How much the customer paid for the service or class.
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New/Returning Customer: Whether the customer was a new or returning client.
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Appointment Source: Where the customer's appointment was booked.
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Business Name: The location the appointment was booked at.
To drill into each appointment:
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From the Chart view, select a section of the pie chart to drill through, then select the customer type.
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From the Grid view, select a card to drill through.
All appointments associated with the appointment type will appear as a table.
Comments
3 comments
Whilst it is good that I can see how many new customer there are, I can't click on the boxes on the chart to take me to the actual customers.
this is actually quite frustrating- how do we manage new clients when we cannont even access who they are...I don't understand how this feature is not highest priority...
All: Hope you get to notice that there is now a link in the drill-down detail for this report that links to the customer's profile!
Donna
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