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Insights - Client Retention

Understand how your client base evolves over time, identify retention opportunities, and take action to reduce churn.

Written by Product
Updated yesterday

Overview

The Client retention insight helps you monitor the health and growth of your client base.

It helps you answer key business questions like:

  • Are my clients coming back regularly?

  • Is my client base growing or declining?

  • Which clients generate the most value?

  • Who is at risk of churning, and when should I act?

This insight is structured into 4 sections:

  • Key metrics — Monitor overall client base health

  • Retention — Analyse retention over time using cohorts

  • Value — Identify your most valuable clients

  • Churn risk — Detect and act on at-risk clients


Get started: Select your filters

Use the filters at the top of the page to refine your analysis:

  • Date — Select the time period for your analysis

  • Group by — Choose how to group your data (day, week, month, quarter, or year)

  • Compare with — Compare your results with the previous period

  • 💡 Exclude aggregator-only clients — Exclude clients who only book through aggregators and never directly with your studio


1. Key metrics

Get an instant overview of your client base health for the selected period.

This section helps you understand whether your client base is growing, staying stable, or declining. It combines headline KPIs with trend analysis so you can quickly spot changes in acquisition, retention, inactivity, and churn.

Each KPI includes a comparison with the previous period.

Definitions

Metric

Definition

Why it matters

Active

Clients who had at least 1 active pass during the selected period.

Shows the size of your active client base.

New

Clients who purchased their first-ever pass during the selected period.

Use the insights “Acquisition & Conversion” to deep-dive further.

Inactive

Clients who do not currently have an active pass, but whose last active pass expired less than 2 months and 15 days ago.

Helps you identify clients who are disengaging and at risk of churning soon.

Churned

Clients who became churned during the selected period. A client is considered churned once 2 months and 15 days have passed since their last active pass expired, with no new active pass.

Helps you measure client loss during the period.

Reactivated

Clients who were previously inactive or churned, and who purchased a new pass during the selected period.

Shows how many clients you successfully win back after inactivity or churn.

Client Base Growth

Change in your active client base over the selected period. Calculated as: (active clients at end of period − active clients at start of period) ÷ active clients at start of period. This accounts for new, reactivated, inactive, and churned clients.

Helps you understand whether your client base is growing or shrinking overall.

Monthly Revenue per Client

Average monthly revenue billed per client from pass purchases.

Helps you understand how much value each client generates on monthly pass purchases.

Average Lifetime (Months)

Average time clients remain active, measured in months from their first active pass to their most recent active pass.

Helps you understand how long clients typically stay active with your studio.

Churn Rate

Share of clients who churned during the selected period and were not reactivated by the end of the period, compared to your active and inactive client base at the start of the period.

Helps you measure how much of your existing client base you are losing.

Retention Rate

Share of clients from the previous period who were still retained in the current period. In Bookings view, retention is based on booking activity. In Passes view, retention is based on active passes.

Measures how well you keep clients active from one period to the next.

How to read your KPIs

Start with the KPI tiles to get a quick view of client base health, then use the charts and Client flow table to understand what is driving the change.

A few useful patterns to look for:

  • Active clients up + churn rate stable → your client base is growing in a healthy way

  • New clients up + active clients flat → acquisition is strong, but retention may be weak

  • Churned clients up + reactivated clients low → more clients are leaving than returning

  • Client base growth down + inactive clients up → clients may be starting to disengage before fully churning


Client base trends

Track how your client base evolves over time and understand what drives growth or decline.

Client flow

The Client flow table shows how clients move through your lifecycle in each period.

Each row represents a time period (day, week, month, etc.), and each column shows how clients entered, moved within, or left your active client base.

Below the table, the movement chart visualizes the same flows over time. Each line represents a type of client movement:

  • New clients

  • Reactivated clients

  • Inactive clients

  • Churned clients

How to read the table

Column

What it means

Active (start)

Clients who were active at the beginning of the period

New clients

Clients who joined during the period

Reactivated clients

Clients who returned after being inactive or churned

Inactive clients

Clients who stopped being active but have not churned yet

Churned clients

Clients who became churned during the period

Active (end)

Clients who are active at the end of the period

Net growth

Change in active clients during the period


Retention Trend

Track how many clients return from one month to the next.

  • A client is retained if they were active in the previous month and are still active in the following month

  • Depending on your selection:

    • Bookings → clients who booked in both the previous and following month

    • Passes → clients who had an active pass in both the previous and following month

💡 How to read the chart

  • Each bar shows the number of clients who came back from the previous month

  • The line shows the percentage of last month’s clients who returned

👉 Example:

If 100 clients were active in January and 60 are still active in February → retention rate = 60%

💡 How to use it

  • Declining retention → fewer clients are coming back → engagement issue

  • Stable or increasing retention → clients are building consistent habits

  • Compare Bookings vs Passes:

    • Bookings → actual attendance

    • Passes → active paying clients


Churn Trend

Track how many clients you lose in each period, measured with the churn rate by period (eg monthly churn rate, or quarterly churn rate).

  • A client is churned once they have no active pass for 2 months and 15 days after their last pass expires

  • The chart shows:

    • Bars → number of clients who churned

    • Line → % of your client base that churned

Churn rate = clients who churned ÷ clients active or inactive at the start of the period

💡 How to use it

  • Spikes → potential issue (experience, pricing, schedule)

  • Increasing trend → weakening engagement

  • Stable churn → predictable baseline

👉 Combine with retention to assess overall client health

Understanding churn rate

You can look at churn in 2 ways:

  • Churn rate (overall period) shows how much of your client base you lost over the entire selected period. This is the KPI on top of the insight page.

  • Churn rate by period shows how much of your client base you lose in each individual period (month, week, etc.). This is the analysis in the "Churn Trend" section

These values are different and this is expected.
Even if churn is low each period, it accumulates over time — meaning a large share of your original clients may have churned over a longer timeframe.

👉 Use churn rate by period to track short-term trends, and overall churn rate to understand long-term client loss.


2. Retention

Understand how long your clients stay active after a given period, and which periods bring the most loyal and valuable clients.


Retention by cohort

This table shows what happens to a group of clients over time after a given period.

  • Each row represents a group of clients who were active in the same month

  • Each column shows what those same clients are doing in the following months

👉 You are following the same group of clients over time.

👉 These are activity-based cohorts: clients are grouped based on when they were active in a given period, not when they first joined your studio.

By default, cohorts are grouped by month. You can change this in More settings to view them by quarter or year.

💡 How to read it

  • Period 0 = the starting month (100% of the cohort)

  • Period 1 = how many of those clients are still active 1 month later

  • Period 2 = how many are still active 2 months later

  • etc.

👉 Example:

  • If a cohort has 100 clients in Period 0, 60 in Period 1, 40 in Period 2

  • It means 60% of those clients came back after 1 month, 40% were still active after 2 months

Choose what you measure

Use Cohort based on to define what “active” means:

  • Bookings → clients who booked sessions

  • Passes → clients with an active pass

Available metrics

You can analyse each cohort in different ways:

Cohorts based on bookings

  • Retention rate: how many clients come back

  • Clients: number of returning clients

  • Earned revenue: revenue generated by the cohort

  • Bookings: total bookings

  • Average bookings per client: Engagement level

Cohorts based on pass activity

  • Retention rate

  • Active clients

  • Billed amount

  • Active passes

  • Average active passes per client

Converted clients only

Filter to include only clients who made more than 1 purchase.

💡 Why use it

  • Removes one-time clients, who may not have been converted yet.

  • Focuses on clients who actually return, gives a better view of true retention dissociated from acquisition & conversion.

  • Use the Insights “Acquisition & Conversion” to optimise your conversion rate on first-time clients.


Cumulative revenue by cohort

This chart shows how much revenue each cohort generates over time.

  • Each line = one cohort

  • The line grows as clients continue to spend

💡 How to use it

  • Compare which cohorts generate more revenue over time

  • Identify periods that bring high-value clients

  • Understand long-term client value, not just short-term activity

  • Choose wether to analyse retention based on bookings and earned revenue, or retention based on active passes and billed revenue.


3. Top clients

Identify your most valuable clients and understand how much your business relies on them.

What you see

  • Revenue share (top clients) — % of revenue from top clients

  • Client share (top clients) — % of clients in the top group

  • Monthly Revenue per Client

  • Average Lifetime (Months)

Controls

  • Rank clients by — Revenue or bookings

  • Show top — Top N or % of clients

💡 How to use it

  • High concentration → strong dependency on a few clients

  • Low concentration → more balanced client base

  • Identify VIP clients for retention and upsell


Top clients table

Finally, the Top clients table lists each top client with detailed information.

💡 Use this table to:

  • Identify high-value clients

  • Personalize communication

  • Prioritize retention actions

Here are some client attributes you can use to dig deeper in your marketing.

Column

Description

Status

Current lifecycle status of the client:

Lead — has never purchased a pass

Active — currently has an active pass

Inactive — no active pass, but last pass expired less than 2 months and 15 days ago

Churned — no active pass for more than 2 months and 15 days

Archived — client has been archived

Churn date

Estimated date when the client is considered churned (last pass expiration + 2 months and 15 days).

Churn risk

AI-powered score estimating how likely the client is to churn.

Lifetime (days)

Total time the client has been active, measured from their first active pass to today.

Lifetime revenue

Total revenue generated by the client from pass purchases.

Total sessions attended

Total number of sessions the client has attended.

Number of bookings

Total number of confirmed bookings (excluding cancellations).

Number of pass purchases

Total number of passes purchased by the client.

Active passes

List of passes currently active for the client.

Favorite teacher

Teacher the client attends most frequently.

Favorite session

Session the client attends most frequently.

Favorite category

Category of sessions the client attends most frequently.

Tags

Tags assigned to the client (e.g. membership type, preferences).

SMS consent

Whether the client has agreed to receive promotional SMS messages.

Email consent

Whether the client has agreed to receive promotional emails.


4. Churn risk

Identify clients who are at risk of churning or have churned, and leverage an AI-powered score to retain or reactivate them.

Client views

  • High churn risk — Clients likely to churn soon

  • Active, no recent visits — Clients who are still active but stopped attending

  • Recently churned — Clients recently lost

Churn risk score

Each client receives a machine learning–powered churn risk score based on their booking behavior.

The model learns from your studio’s historical data to detect patterns that signal disengagement, and is updated daily.

The score is updated daily and based on:

  • Recency (how recently the client booked)

  • Frequency (how often they book)

  • Studio-specific behavior patterns learned from your own studio data only

💡 How to use it

  • Focus on medium to high-risk clients

  • Act early before churn becomes irreversible

  • Prioritize outreach and campaigns


Best practices

Use this insight regularly (weekly or monthly) to:

1. Grow your client base

  • Monitor new vs churned clients

  • Identify growth trends

2. Improve retention

  • Track retention rate over time

  • Identify weak periods or cohorts

3. Increase client value

  • Focus on high-value clients

  • Improve repeat behavior

4. Reduce churn

  • Act on churn risk signals early

  • Target at-risk clients with campaigns


Permissions

Access depends on your reporting permissions.

If your user have access to the back-office report “Members’ Purchases”, it would also have access to the Client Retention Insights.


Data freshness

Data on this page is refreshed hourly.

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