This report shows the breakdown of appointments and revenue by new and existing clients. You will see the number of bookings, service revenue, environmental fees collected, as well as service refunds. Please note the following:
A 'New' client is one who had their first visit during the date range selected.
An 'Existing' client is one who had their first visit prior to the date range selected.
- Canceled appointments are not reflected in this report.
- Revenue from appointments without closed tickets will be listed on the date the appointment took place.
- Refunds will show up on the date the refund took place rather than on the original ticket date. For example, if a service was completed on November 13th but refunded on November 23rd, the Client Type Revenue report will display the negative revenue on the 23rd rather than the 13th.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Clients section, select the Client Type report
When the report opens, you can filter by a specific location, staff, and date. You can also choose to view the report by date or location, all tickets, or only closed tickets. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Location||The location associated with the appointment.|
|Clients||New or existing clients. If you expand (by clicking on the arrow) you will see the name of each client.|
|Appointments||The number of appointments for each client.|
|Service Revenue||Revenue generated for the appointments during the date range selected. Does not include taxes and tips.|
|Refunds||Service refunds that were processed during the date range selected.|
|Environmental Fees||Revenue generated by environmental fees collected during the date range selected. Does not include taxes.|
|Total||Total service revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).|
For more information or any questions, contact us at firstname.lastname@example.org.