This report will show new clients either from the date entered into the system or their first appointment date.

 Where to find this Report

This report can be found under Manager > Reports > Additional Reports > Clients

Generating the Report

When generating the report, by default, the report will look at new clients based on the date of their first purchase.

If you want, you can instead look at the date that the client was created by checking the Use Client Since Date Instead box.


What the Report Looks Like


New and Improved Reporting

More information on New Clients can be found in the updated Client Retention dashboard, which can be found by going to Manager ReportsClient Retention

You can also click on many areas of this dashboard in order to drill-in or expand on the data in order to view more detailed information.

Was this article helpful?
2 out of 10 found this helpful