To access the Clients at Risk report, open the App Drawer 
then click Reports > Clients > Clients at Risk.
The Clients at Risk Report is a client report that displays a list of clients who haven’t attended services at your business in a certain amount of time. This amount of time is determined using the settings at the top of the report. The summary cards at the top of the page provide an overview of the key information in the report.
View options in the Clients at Risk report
At the top of the report, determine which clients to include in the report:
In the Client has not visited in text box, enter the minimum number of days, weeks, or months that must have passed since the client’s last visit for them to be included in the report.
In the Client is considered lost after text box, enter the maximum number of days, weeks, or months that must have passed since the client’s last visit to your business for the client to be included in the report.
Summary cards in the Clients at Risk Report
In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.
Summary card | Description |
Active Pass Holder | The total number of active pass holders at risk based on your search criteria. |
Active Member | The total number of active members at risk based on your search criteria. |
Inactive Pass Holder | The total number of inactive pass holders at risk based on your search criteria. |
Inactive Member | The total number of inactive members at risk based on your search criteria. |
Prospect | The total number of prospects at risk based on your search criteria. |
Headings in the Clients at Risk Report
Heading | Filter |
Client | The name, email, and profile image of the client.
Relevant details about this client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. |
Last Visit | The last service that the client attended at one of your locations, along with the date, time, and staff member for that service.
By default, the report includes clients who haven’t visited in at least one month. Use the text boxes and drop-down menus at the top of the report to determine which clients appear in the report based on the number of days, weeks, or months. |
Last Visit Location | The location that the client most recently attended. |
Upcoming Visit | The next visit the client has scheduled, along with the date, time, and staff member for that service. |
Upcoming Visit Location | The location of the next service the client has scheduled. |
Purchase Option Status | The status of the client’s Purchase Option. Possible statuses include:
If the client has multiple Purchase Options, the report will indicate On hold if at least one of the Purchase Options is on hold. |
Advanced filters in the Clients at Risk Report
Filter | Description |
Client Status | Determines which clients to include in the report based on whether they currently have an active Purchase Option. |
Upcoming Visit | Determines which clients to include based on whether they have any upcoming visits scheduled. |
Client Groups | Determines which clients to include in the report based on their client group. |
Locations | Determines which locations to include in the report. |
Day of the Last Visit | Determines which clients to include in this report based on the day(s) of the week their last visit occurred. |
Classes | Determines which classes to include in the report. |
Events | Determines which events to include in the report. |
Appointments | Determines which appointment types to include in the report. |
Client Types | Determines which clients to include in the report based on their client type. |
Gym Visits | Determines whether to include gym visits in the report. |
Staff | Determines which staff members to include in the report. |
Last Visit Location | Determines which location the client most recently visited |