First Visits Report

The First Visits Report is a client report that displays a list of clients visited your business for the first time during the selected time period. The summary cards at the top of the page provide an overview of the key information in the report.

By default, the report will display clients who visited your business for the first time; however, you can use the First Visit Type filter to instead display clients who attended a specific service for the first time. This report can be used to manage communications and follow up with new clients at your business.

This article describes how to view the First Visits 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 First Visits Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients.
    5. On the Clients menu, click First Visits. The First Visits Report is displayed.

    Headings in the First Visits Report

    HeadingDescription
    ClientThe name, email, and profile image of the client who recently made their first visit is listed in this column. 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.
    StatusThe status of the client, based on the client type associated with the client account, is listed here.
    LocationThe location that the client visited is listed here.
    DateThe service that the client attended is listed here, along with the date, time, and staff member for that service.

    Advanced filters in the First Visits report

    FilterDescription
    First Visit TypeUse this filter to determine which clients to include in the report based on whether they made their first ever visit to your business or their first visit to a specific service during the selected time period.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    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 locations to include in the report.
    Start Time RangeUse this filter to determine between which hours of the day the visit should have occurred to include the client 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.

    Summary cards in the First Visits Report

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary cardDescription
    On HoldThe total number of clients whose memberships are on hold and had their first visit during the selected date range.
    Active Pass HolderThe total number of active pass holders who had their first visit during the selected date range.
    Active MemberThe total number of active members who had their first visit during the selected date range.
    Inactive Pass HolderThe total number of inactive pass holders who had their first visit during the selected date range.
    Inactive MemberThe total number of inactive members who had their first visit during the selected date range.
    ProspectThe total number of prospects who had their first visit during the selected date range.
    TotalIf no first visits occurred during the selected date range, this card will display a zero.
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