Retention Report

The Retention Reports give an accurate picture of how well your company and employees retain customers and get them to come back for future visits.  These reports are based off of a 90 day return period.  This means that the dates for the current report will always be 120 days in the past.  For example the retention report that you would run during the month of May would have the dates of January 1 through January 31.  The report would include all of January's customers and would base whether they were lost (did not return) or retained (did return) based on whether they came back in during the months of February, March or April.  New client retention numbers are based on all customers that came in during the time frame of the report - the month of January in our example - for their first visit.  Existing client retention numbers are the opposite of that - they include only customers that had already been in at some point before the time frame of our report.  Multiple client retention includes only customers that came in more than one time during the time frame of the report - in our example customers that came in two or more times during January.

Normal Retention

The Normal Retention report shows a summary of the three different types of retention (New, Existing and Multiple Visit) for each employee.  It lists out the total customers along with the number and percentage that were lost and the number and percentage that were retained.

Detailed Retention

The Detailed Salon Retention and Detailed Employee Retention both show a detailed listing of each individual customer for the three different types of retention.  The salon version of the report shows the totals for the entire company while the employee version shows each individual employee separately.  For each customer shown there is a first visit date showing the first time they came in during the report dates (sticking with our earlier example this would be between January 1 and  January 31).  It also shows their last visit date which will be a date during the 3 months after our report dates (again in our example this would be a date between February 1 and April 30).  If the customer did not return during those dates the last visit date will be blank.  There are also four columns that have asterisks in them - To Employee, To Salon, Lost and Multiple Visit.  The first three columns will always an asterisk in only one of the three columns since they are showing whether the customer returned to the employee that originally did their service (To Employee would have the asterisk), to a different employee than the one that originally did their service (To Salon would have the asterisk) or did not return at all (Lost would have the asterisk).  Multiple Visit will also have an asterisk on any customers that came in more than one time during the dates of the report (January 1 through January 31 in our example).

Retention Breakdown by Classification

Similar to the Normal Retention, the Retention Breakdown by Classification shows a summary of the three different types of retention.  However instead of breaking the numbers down for each employee the numbers are broken down based on the employee classifications (using the classification for each employee that's entered when you go to Maintenance -> Employee -> Modify Employee).  It lists out the total customers along with the number and percentage that were lost and the number and percentage that were retained.