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Membership Conversion Report - COMING SOON

The membership conversion report allows you to track appointments by non-members who ultimately converted into members. Tracking these conversions can help gauge the effectiveness of client engagement efforts and boost membership sales.

Things to Know:

  • The report can be accessed from the parent or child level
  • Conversions are calculated:
    • Based on the number of memberships sold / number of appointments X 100
    • Per client and then per staff 
    • From the client's last appointment date until they purchase a membership
    • For appointments and memberships purchased on the same ticket
    • On membership purchases made from the client's profile, POS, and booking widget
  • Only non-members are being considered for this report
  • Clients are considered non-members after 30 days of canceling their membership
  • Clients with multiple appointments will be reflected multiple times in the report. Eg: If Andriana has 3 appointments booked in the filtered date range, she will be reflected 3 times in the report.

To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Staff section, select the Membership Conversion report

When the report loads, you can filter by location, staff, client type, conversion window, and date, along with choosing to view utilization by staff or location. By using the "By Location" button at the top of the report, you can easily compare metrics across different locations and groupings, helping you identify which locations perform better or worse on the specified dimension.

Below the By Staff/By Location button, you have the option to download the report as a CSV, PDF, or print version.                                                                                             11185093-8665c18de5acce72bb5a7ec3bdb17f36__1___1_.png

Once you have selected your filters, click on the UPDATE button to generate the desired data. 

Report Filters

Filters Description
Child Account This column is only displayed when viewing the report from the parent level
Location The location where the membership was purchased 
Staff

 The name of the staff member who performed the service

Clients

New Clients Only - Unique clients who had their first appointment during the date range selected.

Existing Clients Only - Unique clients who had appointments with the business, before the start of the date range and then again during the selected date range.

 

If none or all is selected in the filter, the data displayed will include both new and existing clients.

Date This date range selected will determine the timeframe the appointments were booked 
Conversion Window

The conversion window ranges from 1, 7, 14, 30, 60, 90, and 120 days, as well as 1 year.

  • 1 day - This will display conversions made 0 - 1 day after a client had an appointment within the date range selected
  • 7 days - This will display conversions made 0 - 7 days after a client had an appointment within the date range selected
  • 14 days - This will display conversions made 0 - 14 days after a client had an appointment within the date range selected
  • 30 days - This will display conversions made 0 - 30 days after a client had an appointment within the date range selected
  • 60 days - This will display conversions made 0 - 60 days after a client had an appointment within the date range selected
  • 90 days - This will display conversions made 0 - 90 days after a client had an appointment within the date range selected
  • 120 days - This will display conversions made 0 - 120 days after a client had an appointment within the date range selected
  • 1 year - This will display conversions made 0 days - 1 year after a client had an appointment within the date range selected

Report Columns

Column Description
Staff The name of the staff member who performed the service or sold the membership during the date range and location selected
Appointments The number of appointments and the appointment IDs
Clients The name of the client who booked the appointment and bought the membership. The client count only considers unique clients, even if a client has multiple appointments and is listed multiple times, they will only be counted once.
Memberships Sold The number of memberships sold and the membership name
Conversion %

Number of memberships sold / number of appointments X 100 Eg: The staff had 3 appointments and sold 1 membership to 1 client, the conversion % would be 33.3%

 

For more information, contact us at support@mytime.com or (385) 233-6964.

 

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