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21
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Answered

Track New Clients

21
votes

It would be helpful to be able to track new clients, how many last week, or month, etc. That way we can see our growth.  Also, where did they come from, referral? Ad? walk-in? etc. So we can see what works best to grow our business. I have tried the Client List in Reports, it does not contain the info I'm looking for at all.

3 comments

  • I know we've had lots of new clients since we reopened but it would be beneficial to have an exact no to hand easily  

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  • Thanks for the suggestion, Lori. 😊

    You can already track the number of new clients you had within a certain time frame. Head over to Analytics>>Reports>>Client List where you can set the date range (e.g. last month) and you'll see a list of clients that visited in that time frame and the date they were added to your account. 

    If you export the report (on a desktop computer) you'll also see the referral sources for those clients. 🙌

     

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  • That wouldn't necessarily be new clients as most of us have repeat clientele in the same time frame as new

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