First Client Count

This is the number of clients who saw the staff member for the first time in the date range selected.

This is not the same thing as new client count because clients counted in this column could be new to the business or existing, they just have not seen the specific service provider before.

This does not include clients that have seen the service provider previously.

Revisit Count

This is the number of those clients who had another appointment at the business within 30 days of their first visit with the service provider (or 60 or 90 days)

Revisit %

This is the percentage of the clients who had another appointment at the business within 30 days of their first visit with the service provider (or 60 or 90 days). Revisit Count divided by First Client Count = Revisit %

The Revisit Count and Revisit % determine if the client had another appointment at the business within XX days of their first visit with the service provider. This means the revisit is based on the client returning to the business, not specifically returning to the staff member.

The Revisit Count and Revisit % columns are cumulative. If a client returned within 30 Days, it is also true that they returned within 60 Days and 90 Days. You do not need to add the columns together, by the 90-day column it has counted any clients who have returned within 1-90 days.

Date Range

Whatever the time period a business considers a client retained (30, 60, 90 days) - that is at least how long ago the end date should be.

Ex: If today is June 1st, and my business looks at a 90-day retention window. The end date of my report should be March 1st.

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