đ Overview
The Client Retention Report shows the percentage of new clients who return to your business for repeat services. Return rates are listed for each employee, and the average return rate represents your business's overall return rate. This article walks you through running the report.
đ Run the Client Retention Report
Select Client Retention Report from the Reports drop-down menu. The Find Percent Retained screen appears.
Select the appropriate Date Range for when the tickets were closed, then click Next.
Select how many times the client must have returned to qualify as retained. For example, entering the number 2 indicates the client has returned at least 2 times.
Click Next.
Select the past number of days the client has to have returned to qualify as retained. For example, entering the number 90 indicates that clients are considered returning customers if they've returned 2 times in the past 90 days since the initial visit.
Click Finish. The Percent Retained Report appears.