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Answered

Report of Clients who have had a specific service

5
votes

We really need a report to show a list of the client names who have had each particular service.
For example - Every client who has had an Eyebrow Wax, or Brazilian Wax, or Half Head of Foils etc etc

5 comments

  • This report would be really beneficial to us also. If we could run a report that listed new clients/patients by name & service & date of first appt it would help us massively. Does Sheul have this ability ?

    Stone Osteopaths

    www.stoneosteopaths,co.uk

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  • Hello! You could access this info downloading the sales log summary to excel.

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  • Hey Folks 👋

    That's a great suggestion! It's definitely handy to have this report and we've raised your request with our product team.

    In the meantime, if you want to know how many clients had a specific service, then I recommend using the sales log report. Just export it and pivot the information ❤️

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  • This would also be beneficial for clients who have purchased specific products as well.  I am currently reordering a product and want to reach out to customers who have purchased in the past to see if they are ready to reorder.

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  • Hey Sue 👋

    Thanks for your feedback! We really appreciate any ideas or suggestions you have, and have shared your feedback with our development team. This isn’t something we’re currently working on, but we have loads of exciting features ready to launch over the next few months 🥰

    In the meantime, we suggest exporting the Sales Log report and pivot the information by a specific product ❤️

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