How to use the Customer reports
Timely has a range of different reports that help you to find out more about your Customers. As with all of our reports, these customer reports can be printed and/or exported.
The following reports are available:
- Customer list.
- Customers by date added.
- Customer package details.
- Customer gift voucher details.
- Customer credit details.
- Customer birthdays.
- Customers absent since.
- Client retention.
- Clients not retained.
- Customer notes.
- Duplicate customer list.
- Deleted customer list.
- Customers by service.
Note: It is possible to restrict a staff member's access to these reports. If you aren't able to see these reports in your account, then you won't have been given access. You will need to contact your account holder directly to request access, if appropriate.
Customer list The report will list all of the customers in your account.This allows you to see a bunch of important information, like the customer's contact details, how many bookings they have, when they were last seen and who/where they were referred by.
This is the perfect report to use when backing up your customer information, or if you would like to use that customer data in another system (like a CRM or email marketing system).
To view a list of only your VIP customers, check this box next to the report selector:
Customers by date added This allows you to run the
Customer list report in the order that customers have been added to your customer list. This is a great way to find out how many customers you've added within a specific time frame, or suss out which customers you should check in with.
Customer package details View a list of all the customer's who have been issued a Package within a specific time period.
This will include the details of the package issued, the date of expiry, status, pice and payment status, and how many visits are Available or Redeemed.
Customer gift voucher details View a list of all the Gift Vouchers that have been issued in the selected period.
This will show the customer who purchased the voucher, the recipient, the name of the voucher, the value and how much has been Redeemed or is Outstanding.
Customer credit details View a list of credit that has been issued in the selected period.
This will show the customer who has been issued the credit, the value, expiry date and how much has been Redeemed or is Outstanding.
Find out more about customer credit in our Getting started with customer credit guide.
Customer birthdays Grab a list of all of your customers who are having a birthday next month. Feed this into your marketing to increase bookings!
Customers absent since Find which of your customers haven't been seen in your business since a specific date, which is a great way to follow up on who needs an appointment.
For example: If you run that report for the 1st of January, then any customers that have been seen since the 1st of January won't been included in the report. Otherwise, all customers who haven't been seen since the 1st of January will be included.
Results will be grouped by staff member, so you can identify which customers have switched to see another staff member too.
Client retention The client retention report gives you an overview of the retention rates across the entire business. This can be run for all staff, or for an individual staff member. This report will allow you to measure how many of your clients in a given date range have future bookings.
The retention percentages will be based on a per client basis, not on individual bookings. So if a client visits multiple times within a specific date range, they will only be counted once.
This will give you a breakdown of how many of your total, new and returning clients have been rebooked. As well as showing you retention percentages for individual staff and services:
Important information about this report
This report is currently in Preview and is based on new calculations. This means that the figures that you see in this report will be different to the retention/rebooking numbers in the Executive Summary. The main difference is that this is on a per client basis, versus a per appointment basis.
We're actively working on improvements to this report and are keen to hear your feedback. Click the Send feedback now link from the Client retention report to send us your thoughts:
Clients not retained This report allows you to view a list of customers that visited within a specific date range, that haven't been rebooked. This allows you to easily identify those customers so that you can reach out to them directly.
You'll be able to see some relevant information about the customer, including their contact details, last booking details and whether or not they are a new or returning customer:
Customer notes This report will show you all of the notes that you have entered against a customer's record, as well as any booking notes added directly to appointments or classes.
Find out more in our How to add notes to customers guide.
Duplicate customer list Find customer records that may be a double-up. You can then use the merge feature under the customers tab to tidy your database.
Check out our How to merge duplicate customers guide for more information.
Deleted customer list See a list of all your deleted customers and restore any, as required.
Find out more in our How to archive and restore customers guide.
Customers by service Find a list of customers who have booked a particular service during a selected time period. A super handy report if you want to identify a specific group of customers who have visited your business.
Select the Date range and then the Service or class: