Clients At Risk Report

The Clients At Risk Report is a client report that displays a list of clients who do not have upcoming visits at your business and who have not attended services at your business in a certain amount of time. This amount of time is determined using the Client has not visited in [x] [period] text box and drop-down menu at the top of the report. These filters are set to one month by default.

This article describes how to view the Clients At Risk 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.

In this article:

    To view the Clients At Risk Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. In the Reports menu, click Clients.
    4. In the side menu or in the list, click Clients At Risk. Your Clients At Risk Report is displayed.
    5. Specify which clients to include in the report:
      1. At the top of the report, in the Client has not visited in [x] [period] text box, enter the minimum number of days, weeks, or months that must have passed since the client’s last visit to your business for the client to be included in the report. From the list, select day, week, or month to specify the time period.
      2. At the top of the report, in the Client is considered lost after [x] [period] text box, enter the maximum number of days, weeks, or months that must have passed since the client’s last visit to your business for the client to be included in the report. From the list, select day, week, or month to specify the time period.

    Headings in the Clients At Risk Report

    HeadingFilter
    ClientThe name, email, and profile image of the client. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    Last VisitThe last service that the client attended at one of your locations, along with the date, time, and staff member for that service.

    By default, clients who have not visited in one (1) month are listed. Use the text box and drop-down menu at the top of the report to filter by any number of days, weeks, or months.

    LocationThe last location that the client attended.

    Advanced Filters in the Clients At Risk Report

    FilterDescription
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Gym VisitsUse this filter to determine whether to include gym visits in the report.
    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.
    LocationsUse this filter to determine which business location(s) to include in the report.
    Day of the WeekUse this filter to determine which to include in this report based on the day(s) of the week they occurred.
    ClassesUse this filter to determine which Classes to include in the report.
    EventsUse this filter to determine which Events to include in the report.
    AppointmentsUse this filter to determine which Appointment Types to include in the report.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    StaffUse this filter to determine which staff members to include in the report.
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