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Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients to identifying a specific target audience for a new marketing campaign, these reports give you a comprehensive overview of your client base.
This article shows you how to use the Customers Absent Since report:
Step by step instructions
The Customers Absent Since report allows you to find which of your customers haven't rebooked or don't have any upcoming appointments since a specific date. The report checks the booking history to help you identify which customers have dropped off your radar. When choosing the filters, only a single date can be chosen.
1Go to 'Reports' and ensure you have the 'Customers absent since' report selected from the dropdown and then select the date range or 'Specific'
2Select the date under 'Absent since'
3In this specific example, we'll be looking at clients who had a booking anytime before 30 June (you can also choose to show each client's total spend)
4To see your selections, click on 'View Report'
5The data is grouped by the last staff member seen by the client. So if a client historically had appointments with multiple staff members, they'll be grouped under the one they saw most recently. You'll be able to see the customer's name and contact details as well as their last booking date. The days absent is the number of days between the most recent booking and the current local date, the last service that was booked, and the status of the most recent booking, whether it was confirmed, pencilled in, no show or cancelled. If selected, the Total Spend calculates the total amount they've spent on services up to the specified date.