New Clients Report

Modified on Fri, 23 Sep 2022 at 07:21 PM

The New Client Report lists clients with their first service scheduled in selected dates, to identify new clients and review historic new client data to help grow your business. Clients that register online, but do not have a service scheduled yet will not display on this list.

Tip: By tracking the number of new clients each month, over time, you can find patterns and make marketing adjustments. You can also see which months have the most new clients and plan accordingly for staffing needs as well as communicate with new clients to ensure service excellence, solicit testimonials and request referrals.

Note: The report is based on the First Service date, not the client sign up date. It does not include Cancelled or Voided Services, but does include Internal Services. If a client registers on the portal, but doesn't book service, they will not show in this report.

How Do I View the New Clients Report?

Navigation: Reports > New Clients

Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
Click "Reload" to view your customized New Clients Report.
Click "Show" to select columns displayed: Address, Home Phone, Staff and Service Group.

See a report of your new clients by date range in dog boarding software

New Clients Report Explained:
Name: Last Name, First Name of the client.
Address: Full Address of the client.
Home Phone: Home phone number of client.
Staff: Name of Staff that delivered the first service.
Date: Date the first service was delivered.
Service Group: Service Item Group of the first service delivered to client.