Clients reports will help you analyze client sources and status or clients, so you can better understand your top sources and sales funnel.
For each report, use the Filter to select the date range you would like to view - you can choose from preset date ranges or set a custom date range.
Clients by source
Find out which channels get you the most leads! This chart breaks down the number of clients you gain per month and which sources they come from. If you use any custom sources, they will also be listed here. Click on sources in the key to filter them out.
Clients by status
This chart gives you the breakdown of clients by status. If you use any custom statuses, they will also be listed here. Click on sources in the key to filter them out.
Client's Last Activity
This table shows each client's most recent activity they had with you. This can really benefit you in many areas such as who is your most active client - maybe for their loyalty, you can give them a package deal or a coupon. Maybe you are curious on the type of appointments your clients continue to book and you want to provide more of these type of services to keep your regulars coming back! Or on the other end, maybe you are calculating those who have no-showed and spruce up your booking policy.
The table below shows an example of how you would view your client's last activity with you. You will see the client name, their last activity date, the last details, how many bookings, total payments received, and the number of no-shows.
Note: Last activity details is not filtered by time, but is a client property such as an appointment type or payment.
|Last Activity||This will show the last activity with that specific client, either as an appointment or payment.|
|Total Booking||This will show how many bookings that client has booked|
|Total Payments||This will show how much revenue the client has gained for your business|
|Total No Shows||This will show which client has had the most no-shows with you|