When to create the report

We recommend reviewing this report monthly.

How to create the report

1. From the SalonBiz/SpaBiz menu bar, click the Reports icon.
2. Click on the Open button.
3. Select Aveda Vital Signs in the Report Sub-Categories field.
4. Select Aveda Client Retention report.
5. Enter the last day of the previous month. The report will automatically calculate back 90 days from the date you entered.

What it tells you

Operational Definitions
Retention - the percentage of the location's service guests who return for an additional service within 90 days of their last service.

The report is separated into 3 distinct sections so that you can view retention of the following types of clients:

• All Clients - all clients who have visited the location
• New Clients - clients who had not previously experienced a service in the location
• Existing Clients - clients who have previously experienced a service in the location

Understanding the Metrics

• Service Clients - the number of clients who experienced a service in that month
• # Returning in example month - the number of Service Clients (from the total that came in that month 30 days) that returned for another visit in that same month.
• # Returning in following month - the number of Service Clients (from the total that came in the example month 60 days) that came back in the following month.
• # Returning in 3 months - the number of Service Clients (from the total that came in the example month) that came back in 90 days.
• # Returning in 120 days - the number of Service Clients (from the total that came in example month) that came back in 120 days.
• Cumulative # Returning - the number of Service Clients (from the total that came in the example month) that came back in that corresponding month.
• All Client Retention - the percentage of clients that returned during the retention period. This is calculated by taking the Cumulative # Returning / # Service Clients for the retention period.

How it's used