First Visits Report

The First Visits Report is a client report that displays a list of clients that made their first visit to your business during the selected time period. This report can be used to manage communications with and follow-up with new and prospective clients for your business.

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. In the side menu or in the list, click First Visits. Your First Visits Report is displayed.

Headings in the First Visits Report:

Heading nameDescription
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.
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