We’ve enhanced the New Client Report to provide clearer filtering and reduce confusion between “New to Provider” and “New to Salon” client definitions.
You can now more easily distinguish between:
- First Time Visit to Salon – Clients whose appointment is their first visit to the salon overall.
- First Time Visit to Provider – Clients whose appointment is their first visit with a specific provider.
These updates improve client attribution accuracy and make it easier to track new client acquisition, provider growth, and reporting trends.
Report Navigation
1. Select Reports icon in the sidebar
2. Click "New Clients"
Report Filtering
3. Select Location & Date Range
4. Choose one of the following:
- Select an Individual Employee from the list.
- Select All Employees to include the entire team.
5. Select "First Time Visit to Salon"- Default Setting
Choose this option to view or filter clients whose appointment is their first paid visit to the salon overall.
Use this when you want to identify:
- Brand new salon clients
- New customer acquisition
- First-time guest reporting or outreach
6. Select "First Time Visit to Provider"
Choose this option to view or filter clients whose appointment is their first paid visit with a specific provider, even if they have previously visited the salon.
Use this when you want to identify:
- Clients new to a provider
- Provider growth/new guest tracking
7. Department Filter
- Select "All Departments" to include every department.
- Select Department to filter results to one specific department only.
8. Level Filter
- Select "All Levels" to include every level.
- Select "Specific Level" to filter results to one level only.
