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. 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 Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click First Visits. The First Visits Report is displayed.

    Headings in the First Visits Report

    Heading Description
    Client The 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.
    Status The status of the client, based on the client type associated with the client account, is listed here.
    Location The location that the client visited is listed here.
    Date The 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

    Filter Description
    First Visit Type Use 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 Status Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Groups Use 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.
    Locations Use this filter to determine which business location(s) to include in the report.
    Start Time Range Use 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 Week Use this filter to determine which day(s) of the week to include in the report.
    Classes Use this filter to determine which Classes to include in the report.
    Events Use this filter to determine which Events to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Client Types Use this filter to determine which clients to include in the report based on their client type.
    Staff Use this filter to determine which staff members to include in the report.
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