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Staff performance and client retention
Staff performance
Reports › Staff performance, for any date range:
- Prebook rate: service visits where the client booked their next visit before leaving. It counts visits booked with Book next visit right after checkout, so make that a habit at the desk.
- Return rate: service visits followed by another visit within 60 days. Visits from the last 60 days count once the client is back.
- Request rate: of clients who came back, the share who came back to the same person.
- Retail attach: service tickets that also had a product.
- Service and retail sales (after refunds), tickets, average ticket, clients and new clients.
Client retention
Reports › Client retention is always as of today:
- By month: of each month's new clients, how many came back within 90 days.
- Due back: past the usual rebook time for the services they had (set on each service), with nothing booked. A good list for a personal text or call.
- At risk: regulars (two or more visits) not seen in 90 to 180 days.
- Lapsed: not seen in 180 days or more. The We miss you automation reaches them if it's on.
Export any list as CSV. Clients count as “booked ahead” when they booked online or with Book next visit.