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Answered

Report showing number of clients

5
votes

I would love to be able to have a report which shows you the number of clients/in a chosen period/per stylist.

At the moment we have to do this manually. The nearest we can get to this is number of services.  Not the same when you are trying to work out what your average ticket is. You need to know number of clients to work it out.

many thanks

3 comments

  • I would like to see a report of new vs returning clients for various time periods.

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  • Victoria Marriott,

    You can use the 'Sales by Staff Breakdown' report to see the number of clients booked in a chosen period per stylist. Head to Analytics>>Reports>>Sales by Staff Breakdown. On the left-side, you can filter the report by staff member and by 'products sold', 'services sold' etc. to find what you're looking for. 

    Once the report is exported, you'll see the 'Avg. Item Price' column so you'll know what the average ticket is for that staff member. 😉

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  • Lori,

    If you'd like to see a report of new vs returning clients for a given time period, you can use the Client Retention dashboard. See the example below. 😉

    This dashboard will show you returning, new and walk-in clients as a %. In order for this to calculate, you need to check out your appointments or mark them as cancelled or no-show. 

    If you want to find out how many clients are new for a given month, year etc., then head to Analytics>> Reports>>Client List. This will give you a list of new clients who joined your pool of clients in that month. 

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