Guest retention report by month

At the organization level, go to Reports > Try the new version of Reports.
From the Loyalty reports, select Guest Retention report.
From the Retention by list, select Month.
Depending on the requirement, select the desired filters.
Note: You can view the report only for the centers to which you have access.
Click Refresh.

Note: Only appointments with Closed invoice status are taken into count for the Guest Retention report.

Filter	Options	Definition
Center	All Selected centers	Centers where an appointment was made
Appointment Date	Today Yesterday Tomorrow Last 7 Days Last 14 Days Last 30 Days Last Week Last Month Last Quarter Week-to-Date Month-to-Date Last Month-to-Date Last 3 Months-to-Date Last 6 Months-to-Date Last 12 Months-to-Date Quarter-to-Date Half Year-to-Date Year-to-Date Current Month Current Quarter Current Half Year Custom	The date of the appointment
Retention By	Month Service Provider Service	Retention data in terms of Month, Service Providers, and Services Note: To get the Guest retention data by month, from the Retention by list, select Month. To get the Guest retention data by month, from the Retention by list, select Month. To get the Guest Retention data by service provider, from the Retention by list, select Service provider. To get the Guest Retention data by service, from the Retention by list, select Service.
Retention Period	15 days 30 days 45 days 60 days 90 days 120 days 180 days	The number of days within which a guest had multiple appointments

Column	Description
Center name	Name of the center where an appointment was made
Month	Name of the month when appointments were made.
# of New Guests	Total number of unique new guests who visited during each month of the selected appointment period
# of Repeat Guests	Total number of unique repeat guests who visited during each month of the selected appointment period
New Guests Retained	Total number of new guests who have appointments for the selected retention period
Repeat Guests Retained	Total number of unique repeat guests who have appointments for the selected retention period
Retained New Guests (%)	Percentage of new guests retained = (# of New Guests/New Guest Retained) *100
Retained Repeat Guests (%)	Percentage of repeat guests retained = (# of Repeat Guests/Repeat Guest Retained) *100
Total Guests	Total number of unique guests who visited during the selected period of the given month
Total Guests Retained	Total number of unique guests who visited or have appointments for the selected retention period
Retained Total Guests (%)	Percentage of total retained guests

Example

Scenario 1

Selected date range: 1st April to 30th June

Selected Retention period: 60 days

Scenario 2

Selected date range: 1st May to 31st June

Selected Retention period: 60 days

Jack visited Salon Bliss for the first time in April, he returned for a second appointment in May and returned for a third appointment in July.

Jack will be counted as a new guest in April and as a retained guest in July

Jack will be counted as a repeat guest in May and as a retained guest in July

Each entry on the report corresponds to the data from a center for a month selected in the appointment date range.
New Guest - Guests who have their first appointment in the selected appointment period
Repeat Guest - Guests who have their first appointment before the selected appointment period
Unique - Guest with 1 or more invoices for the month