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Lapsed Client Report

This report shows your clients who have not had an appointment for a specific period and don't have an upcoming appointment.

To access this report: 

  1. Navigate to Dashboard

  2. Select the Reports tab

  3. Under the Clients section, select the Lapsed Client report 

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When the report opens, you can filter by a specific location, staff, and date. You also can export to Excel, PDF, or print.

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

Report Filters

Filter  Description
Location The location where the appointment took place.
Staff The name of the staff member who performed the service.
Time Period

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.

Report Columns

Column Description
Family Member/Pet/Vehicle The name of the pet/vehicle/family member's name who has an appointment. Clicking this link will open the client's profile. This column is only shown for pet/family members/vehicle business. 
Client The name of the client who had an appointment. Clicking this link opens the client's profile. 
Client Type

Indicates whether the client is new or existing.

Last Appointment The date and time of the client's last appointment.
Days Since Last Visit The number of days it has been since the client’s last appointment.
Total Number of Appointments The total number of appointments the client had.
Phone Number The phone number of the client. 
Email The email address of the client.

Scenarios

Scenario Result
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 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 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 support@mytime.com or (385) 233-6964 if you have any questions. 

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