Client Retention by Staff Report

The Client Retention by Staff report is a staff report that displays a detailed record of staff retention rates during a selected time frame. A client is “retained” when they visit during a specified “First Visit” time period and then visit again within a specified number of days (retention period).

You can filter the results of this report to apply only to specific staff members, services, locations, client types, and client groups. The results will be separated between new clients and repeat clients. Repeat clients have attended the service before the first visit period, and new clients have not.

This report is a great tool to track which staff members are retaining the most clients, what promotions are working, and what services are most popular.

This article describes how to view the Client Retention by Staff Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
NoteBy default, the report sets the “First Visit” date range from the first day of the previous month to the current date, and the retention period within 60 days of their first visit. To change these dates, click the Advanced Filter button .

In this article:

    To view the Client Retention by Staff Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Staff.
    4. On the Staff menu, click Client Retention by Staff. The Client Retention by Staff Report is displayed.

    Headings in the Client Retention by Staff Report

    HeadingDescription
    StaffThe name and profile image of the staff member. Click the staff member’s name to view their staff profile.
    LocationThe location of the attended service.
    Number of ClientsThe number of clients who attended the service.
    Clients RetainedThe number of clients who attended the service again within the retention period.
    Client Retention RateThe percentage of the staff member’s number of clients retained versus their total number of clients.

    Advanced filters in the Client Retention by Staff Report

    FilterDescription
    First Visit DetailsUse this filter to determine which specific first visit date range as well as which specific staff members, locations, and services to include in the report.
    Client Retention DetailsUse this filter to determine which specific retention period, as well as which specific staff members, locations, and services to include in the report.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
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