The following client related reports are available:

  • Appointment History - Summarises and totals appointments over a particular date range. Results can be grouped by individual Clients or by different employees/resources. These results can also be filtered on different appointment types.
  • Client Birthdays - Shows clients who have upcoming birthdays within the selected date range.
  • Client Statistics - Categorises all Client into their relevant status and Client type.
  • Client Classification Breakdown - Categories clients who are a part of the selected classifications.
  • Client Retention - See appointment numbers over a clients lifetime. A clients lifetime is based on the date that the client record was created to the point at which they have no future appointments booked. This is defined using the start and end date filters. 
  • Client Referral Expiry - Displays clients whose referral is expiring within the selected period.
  • New Clients - New Clients whose profiles have been created within a specified period. (ie who are my new Clients from the last week)
  • Inactive Clients - Displays active Clients who have not made an appointment since a specified date.
  • Membership Expiry - Lists clients memberships which are expiring in the selected period.
  • Appointment Count - Displays a list of clients who have had 2, 5 or 6 appointments and require followup with medicare etc.
  • Client Sources (How clients heard about us) - Breaks down how many new clients there were for each how-heard category.