Client reports

Client specific reports display information pertinent to both your business and your clients. These reports can be used for marketing purposes, for customer retention purposes, and virtually anything else you can imagine. All of these reports can be filtered using advanced filters, if needed. For information about other report types, see Reports.

Report Description
All Clients Displays a complete list of your clients. Includes purchase history, last visits, and personalized notes.
Balance Due Report Displays a list of clients who owe an outstanding balance on their accounts. From this report you can invoice and charge clients for their outstanding balances.
Belts Displays a list of clients who are ready to take their belt tests based on the parameters you have set. For more information, see Belts.
Booking Requests Displays a list of clients who have requested to book appointments or assets during the specified date range. Also displayed on your dashboard. For more information, see Booking requests tool.
Client Data Displays a complete list of your clients. Includes profile detail information, including custom profile fields. To learn more, see Modifiable client profile details and Customizing client profile fields.
Clients at Risk Displays a list of clients who do not have upcoming visits at your business and who have not visited your business in a specified amount of time. This report can be used to plan and execute automated marketing methods to engage at-risk clients.
Contact Log History Displays a complete contact history for all of your clients. For more information about this page, see Contact History.
Conversion Tracking Report Displays a list of clients by client type, including any changes.
Customer Reviews Displays a list of clients who have reviewed your business, along with the number of stars given in the reviews. For more information about these reviews, see Managing your online reviews posted on the review widget.
Duplicate Clients Report Displays a list of potential duplicate client profiles.
Expiring Credit Cards Displays a list of clients whose credit cards are near or past expired.
Expiring Purchase Options Displays a list of clients whose purchase options are near or past expired, including used up visit passes. This report can be used to plan and execute automated marketing methods to engage clients.
First Visits Displays a list of clients who visited for the first time during the specified time period. This report can be used to plan and execute automated marketing methods to engage new clients.
Lead Management Displays a list of leads created by your lead capture widget. For more information, see Lead capture widget. This report can be used to plan and execute automated marketing methods to engage prospective clients.
Membership Transfers Displays a list of clients who have been transferred to one or more franchise locations. This report can also be used to transfer clients between franchise locations.
Upcoming Birthdays Displays a list of clients whose birthdays are during the specified date range.
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