The Client Retention report allows you to review the percentage of new clients that return to your business for repeat services. Return rates are listed for each employee and the average return rate represents your business' overall return rate.
Select Client Retention Report from the Reports drop-down menu.
The Find Percent Retained screen will appear.
Select the appropriate Date Range for when the tickets were closed.
Click Next.
Select how many times the client must have returned to qualify as retained, i.e. entering the number 2 would indicate 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, i.e. entering the number 90 indicates that clients would be considered a returning customer if they have returned 2 times in the past 90 days since the initial visit.
Click Finish.
The Percent Retained Report will appear.