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Report: Client Retention

The MyTime Dashboard allows you to track your client retention by Location, Staff Member, and Client. To access this report go to:  Dashboard > Reports > Clients > Client Retention

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You can filter this report by Location, Staff Member, Clients and Date:

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This report shows the retention rate at the Location, Staff and Client level based on 1 Month, 3 Months, 6 Months and 1 Year timeframes

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In the screenshot, you can see the Average % of clients that returned within 1 month is 48.2%. Only 33.3% of clients returned within 3 months. 22.2% returned within 6 months, and 18.5% returned within 1 year.

If we take a deeper look at Kate’s 14 clients, we can see four of her clients (yellow) have booked regularly for the last year. Two clients (green) have booked regularly for the last 3 months and one client (blue) has returned within 1 month. The rest of the clients have yet to rebook.

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In the event you would like to view the client profile their name is hyperlinked to take you directly to there.

You will only be able to download the Location Level of this report. There is currently not a detailed version able to be downloaded.

Below is a Breakdown of the table columns for reference.

 

Column Header

Description

Location

Where Service Took Place

Staff Member

The staff that Worked the Appointments

Clients

Count of Clients | If expanded it will provide each client name with their direct percentages

Returned Within 1 Month

% of clients that have had one or more appointments within the last month.

Returned Within 3 Months

% of clients that have had one or more appointments after 1 Month to 3 Months

Returned Within 6 Months

% of clients that have had one or more appointments After 3 Months to 6 Months

Returned within 1 Year

% of clients that have had one or more appointments After 6 Months to 1 Year

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