📝 Overview
The Customer Loyalty report allows Headquarters and Location Administrators to view a list of your most frequent and loyal Customers. Similar to the Customer report, this report can also be used to export Customer information. However, the Customer Loyalty report is specifically designed to generate a list or group of Customers based on the number of Appointments they have previously scheduled.
📊 Reporting Uses
Learn how to use the Customer Loyalty report to identify, filter, and export Customers based on their appointment history.
🛠️ Accessing the Customer Loyalty Report
Follow these steps to navigate to and open the Customer Loyalty report within the Reports section.
Click here to learn more about Accessing the Customer Loyalty Report
Click here to learn more about Accessing the Customer Loyalty Report
Click on the Reports tab.
Select the Customer Loyalty Reports on the left.
🔍 Filtering the Report
In the Filter section, select the types of information that will define which Customer records are included in your report.
Click here to learn more about Filtering the Report
Click here to learn more about Filtering the Report
Select the Location(s) to be included in the Report.
Enter a date range (up to 1 calendar year) for the Appointments.
You may specify the Service, Staff Member, and Customer Type to be included in the Report.
You may select specific Appointment Statuses to be included in the Report.
Enter a number in the Customers With Appointments or More field.
For example: Enter 3 to generate a list of Customers with at least 3 Appointments during the selected date range.
💡 Pro tip: A unique feature of the Customer Loyalty report is the ability to include only Customers who have scheduled a specific number of Appointments.
➕ Including Details
In the Include in Report section, select which Customer details you would like to include in the report results.
Click here to learn more about Including Details
Click here to learn more about Including Details
Select from several fields to be included in Report. From Location, Customer Name, Address, Phone Number, Email, Appointment Status and the Number of Appointments booked.
🗂️ Sort by Options
Select an option from the Sort By drop-down menu.
Click here to learn more about Sort by Options
Click here to learn more about Sort by Options
You have the option to sort the report by Location, Name, City, State and Zip Code.
🖥️ View Options
At the bottom of the report, select how you would like to view or export the results.
Click here to learn more about View Options
Click here to learn more about View Options
HTML
The HTML view opens the report in a new browser tab.
Excel
View and export the report as a spreadsheet in Microsoft Excel.
📋 Report on Customers with No Appointments
The Customer Loyalty report supports entering zero (“0”) in the Customers with field.
Click here to learn more about Reporting on Customers with No Appointments
Click here to learn more about Reporting on Customers with No Appointments
When 0 is entered, the report will generate a list of Customers who have no past or future Appointments in the scheduling system.
This can be useful for identifying inactive Customers.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Who can access the Customer Loyalty report?
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Click the arrow to see the answer
Only Headquarters Administrators and Location Administrators have access to this report.
What is the maximum date range I can select?
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Click the arrow to see the answer
The date range is limited to one calendar year.
Can I generate a list of Customers with no Appointments?
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Click the arrow to see the answer
Yes. Enter 0 in the Customers with field to generate a list of Customers who have no past or future Appointments scheduled.