This report shows your clients who have not had an appointment for a specific period of time and don't have an upcoming appointment.
To access this report:
Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Lapsed Client report
When the report opens, you can filter by a specific location, staff, and date. You also have the ability to export to Excel, PDF, or print.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Location||The location where the appointment took place.|
|Staff||The name of the staff member who performed the service.|
How long has it been since the client's last appointment? The options are 1 month, 2 months, 3 months, 4 months, 5 months, 6 months, and 12 months.
|Client||The name of the client who had an appointment. Clicking this link opens the client's profile.|
Indicates whether the client is a new or existing client.
|Last Appointment||The date and time of the client's last appointment.|
|Days Since Last Visit||How long it has been since the client’s last appointment. This is displayed in days.|
|Total Number of Appointments||The total number of appointments the client had.|
|Phone Number||The phone number of the client.|
|Shana Wilson's last appointment was 12 months ago.||
Shana Wilson will appear on the report when you filter by 12, 6, 5, 4, 3, 2, 1 month since the last appointment.
|Alicia Bell's last appointment was 1 month ago.||Alicia Bell will appear on the report when you filter by 1 month since the last appointment. She will not appear when you filter by other time periods.|
|Renee Lee's last appointment was 2 months ago.||Renee Lee will appear on the report when you filter by 1 month and 2 months since the last appointment. She will not appear when you filter by other time periods.|
|John Reid's last appointment was 2 months ago but he has an upcoming appointment this week.||John Reid will not appear on the report at all.|
Feel free to contact us at email@example.com or 888-423-1944 if you have any questions.