Last Visit report

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The Last Visit report displays information relevant to your clients' last visits. This report specializes in showing you how well your clients are being served by your business. The Last Visit report compliments the client Retention report, which indicates clients who return for services, and the no-return report, which shows you which clients have stopped coming in. The Last Visit report is versatile in that it may be used to gauge how rarely or how frequently clients return.

Content:


Report's location

Hit the Reports tab and choose Clients from the tabs on the left. To narrow the list, select Visits & Retention from the filters then click Last Visit to open the report. You can always use the search bar at the top right to search for Last Visit by name, and if it’s a report you use often then consider making it one of your favorites

Clients_Visits_Retention.png

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Report's filters

The first time you use this report, it's hard to wrap your mind around what the filters are actually asking for: "List Clients Whose Last Visit Was On/Before (some date) Who Took (Some number) Sessions Between (some date) and (some date)." However, keeping the purpose of the report in mind can help you make sense of them, and get the results you want.

This report wants to identify valued, high-traffic clients or those who haven't returned for some time, dependent upon your client retention and marketing goals. So, when you make your selections for the filters you could simplify the question in your mind by asking the question like this: Do I want the report to list clients that have used my business 4 times in the past month? Do I want the report to show clients that have used my business 10 times in the past month? Then, make your filter selections based on the information you're hoping to pin down.

  • List Clients Whose Last Visit Was On/Before: This is the latest date that the report will analyze before generating its findings. If you want the report to look at all dates up until the present, just make this today's date.
  • Who Took (type in number)  or More Sessions: This is the number of visits the report is looking for. Because this report is useful for analyzing your high volume clients, make this number larger rather than smaller.
  • Between: This report analyzes a range of dates. This is the starting date for the range of dates. So if you want to see what services your high volume clients preferred in the month of April, this date would be April 1.
  • And (Second Date): This is the latter date in the search window. It's okay if this date is the same as the date you entered for List Clients Whose Last Visit Was On/Before
  • Service Category: You can have the report focus on a specific service category to help narrow down results
  • All Locations: You can have the report look only at one location, or at all locations at once.
  • Sort By: The report's results can be sorted alphabetically (Client Name) or by listing your highest traffic clients at the top (# of visits).
  • Include Inactive Clients: You can have the report display clients that you've made inactive, i.e., removed from the system.
  • Tagged Clients OnlyClick here to learn about tagging.
  • Generate: This button makes the report magically appear.

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Report's results

Once you have configured the filter settings appropriately and generated the report, the following will be displayed:

  • Last visit
  • Number of visits
  • Client's name
  • Last purchased series
  • Expiration Date (of current series)
  • Mobile phone number
  • Email address
  • Sales rep
  • Active column

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Permissions that control access to this report

To view and run this report, the following permission must be enabled for you or your staff's login group:

  • Marketing Reports

To grant or restrict access to this report, just hit the Home tab and select Staff from the submenu. Choose Tools at the top right and click on Staff Permissions.

Staff_Permissions_in_Tools.png

  1. Select a privilege group from the dropdown menu.
  2. Click on Report Permissions.
  3. Check or uncheck the Marketing Reports permission.
  4. Click Update.

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Click here to learn about report icons.

 










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