To access the Client Retention by Staff Report, click the App Drawer button, then click View All > Reports > Staff > Client Retention by Staff.

The Client Retention by Staff report shows the client retention rates for staff members for a selected date range. A retained client is defined as one who revisited your business within a certain period after their first visit.

You can filter the results of this report to apply only to specific staff members, services, locations, client types, and client groups. The results will be separated between new clients and repeat clients. Repeat clients have attended the service before the first visit period, while new clients haven’t.

This report is a great tool to track which staff members are retaining the most clients, what promotions are working, and what services are most popular.

Note: By default, the report sets the “First Visit” date range from the first day of the previous month to the current date, and the retention period within 60 days of their first visit. To change these dates, click the Filter button.

Headings in the Client Retention by Staff Report

Heading	Description
Staff	The name and profile image of the staff member. Click the staff member’s name to view their staff profile.
Location	The location of the attended service.
Number of Clients	The number of clients who attended the service.
Clients Retained	The number of clients who attended the service again within the retention period.
Client Retention Rate	The percentage of the staff member’s number of clients retained versus their total number of clients.

Advanced filters in the Client Retention by Staff Report

Filter	Description
First Visit Details	Determines which specific first visit date range as well as which specific staff members, locations, and services to include in the report.
Client Retention Details	Determines which specific retention period, as well as which specific staff members, locations, and services to include in the report.
Client Types	Determines which clients to include in the report based on their client type.
Client Groups	Determines which clients to include in the report based on their client group.