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Retention Report
Updated over 3 months ago

Column

Repeat client

Column

Description

Repeat total clients

The amount of total repeat clients

Repeat clients retained

The amount of repeat client retained during a given timeframe

Repeat clients retention rate

The percentage of clients retained during a given timeframe

New clients

Column

Description

New clients total

The amount of new clients during a given timeframe

New clients retained

The total of new clients retained during a given timeframe

New clients retention rate

The percentage of new clients retained during a given timeframe

Totals

Column

Description

Total Clients

Total amount of new and repeat clients during a given timeframe

Total Clients Retained

Total amount of new and repeat clients that are retained during a given timeframe

Total Client Retention Rate

The percentage of new and repeat clients that are retained during a given timeframe


Report settings

Filter

Description

Retention period

The amount of days retained

Date range

Select date time frame that you would like to view data for

Initial visit location

Location of the client's first visit

Initial visit experience type

Type of the client's first experience (class, event, appointment)

Initial visit instructor

The first instructor that the taught this client

Subsequent visit location

The next location the client visited

Subsequent visit experience type

The next experience the client took (class, event, appointment)

Subsequent visit instructor

The next instructor that taught the client

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