Client reports

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

For information about other report types, see Reports.

ReportDescription
All ClientsDisplays a complete list of your clients and their contact details, birthday, addresses, client types, and personalized notes.
Balance Due ReportDisplays a list of clients who have a negative balance on their accounts. From this report you can invoice and charge clients for their negative balances.
BeltsDisplays 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 RequestsDisplays a list of clients who have requested to book appointments or assets during the specified date range. This report is displayed on your dashboard. For more information, see Booking Requests Report.
Client DataDisplays 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 RiskDisplays 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 HistoryDisplays a complete contact history for all of your clients. For more information about this page, see Contact History.
Conversion Tracking ReportDisplays a list of clients by client type, including any changes.
Customer ReviewsDisplays 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 Client reviews.
Duplicate Clients ReportDisplays a list of potential duplicate client profiles.
Expiring Credit CardsDisplays a list of clients whose credit cards are near or past expired.
Expiring Purchase OptionsDisplays 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 VisitsDisplays 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 ManagementDisplays 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 TransfersDisplays 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 BirthdaysDisplays a list of clients whose birthdays are during the specified date range.
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