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CO046 - First Visit

This report will give you a list of clients who are visiting the business for the first time.

Additionally, you will have information such as: Client ID, Client, First Visit, Service Category, Service, Booking Method, Marketing Source, Employee, # Visits since first visit, and Location.

With this report you will have information about your clients that possess or not possess all of the mentioned above.  

Preview

  • Client ID - The ID of the client on the system.
  • Client - The name of the client.
  • First Visit - The date on which the client has first come to the clinic.
  • Service Category - The category of the service which the client had booked in his first visit.
  • Service - The service that the client had booked on his first appointment.
  • Booking Method - The booking method the client used for the booking.
  • Marketing Source - The marketing source which brought the client to the business.
  • Employee - The employee who performed the service/treatment.
  • # Visits since first visit - The number of visits the client made after his first appointment.
  • Location - The location on which the service/treatment was performed.

 

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