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.
To learn how to customize reports, see Viewing a report.
To learn about advanced filters, see Advanced filters reference.
In this article:
To view the Client Retention by Staff Report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Staff.
- On the Staff menu, click Client Retention by Staff.
Headings in the Client Retention by Staff Report:
|STAFF||The name and profile image of the staff member is listed in this column. Click the staff member’s name to view their staff profile.|
|LOCATION||The location of the attended service is listed in this column.|
|NUMBER OF CLIENTS||The number of clients who attended the service is listed in this column.|
|CLIENTS RETAINED||The number of clients who attended the service again within the retention period is listed in this column.|
|CLIENT RETENTION RATE||The percentage of the staff member’s number of clients retained versus their total number is listed in this column.|