Reports - when to use and what they are.




  • nicola morra

    Do you now if there is a new client retention report? There only seems to be a way to track the re-books of new clients?

    Many thanks

  • Donna

    Hi Nicola
    There is a new client report that prints details of all customers newly active in the date range you enter. You can choose to see all new customers or those who have not rebooked. You can also select whether this is by first appointment, first invoice or create date.

    If you need further assistance on reports please call our help-desk.

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