Customer Visit Report

Updated 11 months ago by Kory Lamme

Location: Reports > Customers > Customer Visit

Breakdown of customers that visited the salon in a given date range, with data including customer name, total visits, phone number, previous visit date, and more.

Use Cases by Role

  • Salon Owner: With its quickly understood spreadsheet format, salon owners can find value in this report for their customer retention efforts.
  • Salon Manager: Salon managers find use in this report for its ability to quickly determine if a given customer spends a certain amount on their visits.
  • Salon Employee: A stylist would like to know how many of their clients for a given day were new or recurring.

Data Filters

  • Select Stores: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
  • Select Date Range: Clicking or tapping here will open the calendar interface to allow users to choose a single day, or a date range for the report data.
  • Visit Count From: This text field is for entering a specific date from which the report's data will be drawn from.
  • Generate Report: Clicking or tapping on this button will retrieve the report data.

Metrics Tracked

  • Customer Name: Name of the client who visited the location within the given time span.
  • Customer Type: Locations that utilize different customer types will find the given client's designation in this column.
  • Membership ID: If the location utilizes memberships, unique membership ID will be located in this column.
  • Total Visits: The total number of times the given client has visited the location.
  • Phone Number: If a phone number for the client is on record, it will be listed in this column.
  • Generated Date: The date of the client visit within the timeframe of the report.
  • Basic Sales: The dollar value of the client's visit, in terms of revenue.
  • Previous Visit: Displays the date of the last known visit of the given client.

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