Client-specific reports provide relevant information for your business and clients. They can be used for marketing, customer retention, and more, with advanced filters and QUICK Groups available as needed.
For information about other report types, see Reports.
Client reports
Report | Description |
|---|---|
Clients whose accounts have a negative balance during the selected date range. From this report you can invoice and charge clients for their negative balances. | |
Clients who qualify for promotion to a new belt level based on the conditions you’ve set during the selected date range. | |
All appointment and asset bookings requested during the selected date range. This report is displayed on your dashboard. | |
The profile details of all clients who joined your business during the selected date range. Profile details include contact information, client ID, home location, custom client fields, and more. | |
The reviews left by clients for your business during the selected date range. | |
All client type conversions at your business, including conversion dates, as well as the original and converted Purchase Options, during the selected date range. | |
Clients who haven’t attended services at your business for a certain amount of time. This report can be used to organize and send automated marketing campaigns to engage at-risk clients. | |
Clients who joined your business during the selected date range, including an overview of their profile information, client type, and any personalized notes. | |
Clients sent to collections during the selected date range. Clients are automatically sent to collections when they have a negative account balance beyond the provided grace period. By default, this grace period is 90 days, but can be changed by contacting Aldous. This report is only available for businesses that have signed up for Collections. | |
Clients who were removed from collections because they have already made a payment to Aldous & Associates during the selected date range. This report is only available for businesses that have signed up for Collections. | |
Clients who were removed from collections because they have already made a payment directly to your business during the selected range. This report is only available for businesses that have signed up for Collections. | |
Your business’s contact history during the selected date range, including interactions with your clients. For more information about this page, see Client’s contact history. | |
Clients who may have more than one account registered with your business. | |
Clients with expiring or expired credit cards during the selected date range. | |
Clients with expiring Purchase Options during the selected date range. This report can be used to organize and send automated marketing campaigns to engage clients. | |
Clients who visited your business for the first time during the selected date range. This report can be used to organize and send automated marketing campaigns to engage new clients. | |
All leads added manually or captured using the Lead Capture Widget and lead capture automated marketing campaigns during the selected date range. This report can be used to organize and send automated marketing campaigns to engage prospective clients. | |
Clients who have been transferred to one or more Enterprise Locations. This report can also be used to transfer clients between Enterprise Locations. | |
Client birthdays occurring during the selected date range. | |
The total amount and average monthly amount clients have spent at your business, as well as information about their visit history. |