Client Retention Report

The Percent Retained report allows you to review the percent of new clients that return to your business for repeat services. Return rates are listed for each employee; the average return rate represents your business' overall return rate.
  1. Select Client Retention Report from the Reports drop-down menu.
  2. The Find Percent Retained screen will appear.
  3. Select the appropriate Date Range.
  4. Click Next.
  5. Select how many times the client must have returned to qualify as retained, i.e. 2 times.
  6. Click Next.
  7. Select the past number of days the client has to have returned to qualify as retained, i.e. 90 days. This includes the number of times that a client has returned, i.e. the client would be considered a returning customer if they have returned 2 times in the past 90 days since the initial visit.
  8. Click Finish.
  9. The Percent Retained Report will appear.

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