Date range, team member and resource filters, comparison, totals, CSV export and plan availability work the same way on every report: see Reports.
Client retention report
The Client retention report tracks new versus returning clients and rebooking rates by team member and resource, helping you measure client loyalty and identify retention opportunities.
Filter Options
- Date range - The period for which retention data should be displayed.
- Team members - Multi-select to filter by specific team members.
- Resources - Multi-select to filter by specific resources (rooms/equipment).
- Compare - Against the previous period or the same period last year.
Data Fields
- Team member / resource - The name of the team member or resource. Resource rows are labelled (resource).
- Total clients - The total number of unique clients served by that team member or resource. Walk-ins aren’t counted.
- New clients - Clients who had their first-ever appointment during the selected period.
- Returning clients - Clients who had previous appointments before the selected period.
- Retention rate (%) - The percentage of clients who are returning (Returning clients / Total clients × 100).
- Rebooking rate (%) - The percentage of clients who have a future appointment booked at the time of viewing.
At-risk clients report
The At-risk clients report identifies clients who may be at risk of not returning, based on how often they normally come in. If a client usually books every 4 weeks but hasn’t been in for 6, they are flagged as overdue.
There is no date range on this report - it reads each client’s full appointment history, so it always reflects where things stand today.
Data Fields
- Client - The client’s name, linked to their profile.
- Email - The client’s email address, so you can reach out without leaving the report.
- Appointments - How many appointments the client has had in total.
- Usual frequency - The client’s average number of days between appointments, calculated from their appointment history.
- Days since last - Days since the client’s most recent appointment. Amber from 30 days, red from 60.
- Overdue - How many times over their usual gap the client now is (for example, 2× means twice their normal interval). Amber from 2×, red from 5×.
- Lifetime spend - The client’s total spend across all their sales, after discounts and refunds.
The client’s phone number is included in the CSV export as well.
How It Works
The report analyses each client’s appointment history to work out their typical gap between appointments. Cancelled appointments are excluded, and so are appointments already booked for a future date - otherwise a single upcoming booking would hide a client who has genuinely drifted away. A client is flagged as at risk when they have had at least two appointments, it has been at least 14 days since their last one, and they are at least 1.5× past their usual gap. The 14-day floor stops frequent clients being flagged the moment they’re a day late.
Clients are listed highest lifetime spend first, so the most valuable at-risk clients are at the top. The totals row shows how many clients are at risk and the combined spend at stake.
Client lifetime value report
The Client lifetime value report projects the annual value of each client based on their appointment history, helping you understand which clients contribute most to your revenue.
There is no date range on this report - it reads each client’s full history so the projection has as much to work with as possible.
Data Fields
- Client - The client’s name, linked to their profile.
- Appointments - The client’s total number of appointments.
- Total spend - The total of this client’s sales, after discounts and refunds.
- Avg appt value - The average revenue per appointment (Total spend ÷ Appointments).
- First appointment - The date of the client’s first appointment.
- Last appointment - The date of the client’s most recent appointment.
- Predicted annual - The projected yearly revenue: average appointment value × how many appointments a year the client’s history suggests. A client with only one appointment has no established frequency yet, so this shows as zero until they come back.
Top spenders report
The Top spenders report ranks clients by their total spending, helping you identify your most valuable clients for loyalty programmes, VIP treatment, and retention strategies.
Filter Options
- Date range - The period for which spending data should be displayed.
- Compare - Against the previous period or the same period last year.
Data Fields
- Client - The client’s name, linked to their profile.
- Appointments - The number of appointments in the selected period.
- Total spend - The total of this client’s sales in the selected period, after discounts and any refunds on those sales, whenever they were made.
- Avg spend / appt - The average revenue per appointment.
- Last appointment - The date of the client’s most recent appointment.
You can sort by any column. By default, clients are sorted by total spend (highest first). Last modified on November 8, 2026
