Client Type Report

Modified on Fri, 24 Jan at 1:41 PM

This report shows the breakdown of appointments and revenue by new and existing clients. You will see the number of bookings, service revenue, environmental fees collected, as well as service refunds.

Things to know:

A 'New' client is one who had their first visit during the date range selected
An 'Existing' client is one who had their first visit prior to the date range selected
Canceled / no-show appointments are not reflected in this report
Revenue from appointments without closed tickets will be listed on the date the appointment took place.
Any additional payments made on tickets closed in the past will be reflected on the date the payment was processed. Example: If a ticket was closed in October for $20 and later edited in November with an additional payment of $10:
- The revenue for October will remain at $20.
- The revenue for November will reflect the additional $10 payment.
Refunds will be reflected on the date the refund was processed, rather than the original ticket date. For example, if an item was purchased on November 13th for $100 but refunded on November 23rd, the report will display the original revenue on November 13th and the refund on November 23rd.
For multi-day appointments, you can configure your account to display revenue earned on the final date of the appointment instead of the first. For example, if an appointment runs from September 6, 2024, to September 20, 2024, the revenue will be recorded on September 20, 2024. This feature is managed through a hidden setting that only the MyTime team can enable. To activate this setting, please reach out to our Support Team at support@mytime.com. Note that once enabled, this change is irreversible and will only apply to appointments and tickets created after activation.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Client Type report

When the report opens, you can filter by a specific location, staff, and date. You can also choose to view the report by client or location, all tickets, or only closed tickets. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.

Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location where the appointment is scheduled. This column is only shown when filtered to 'By Location'
Staff	The staff member who performed the service during the date range and location selected.
Clients	New Clients Only - Unique clients who had their first appointment during the date range selected. Existing Clients Only - Unique clients who had appointments with the business, before the start of the date range and then again during the selected date range. If none or all is selected in the filter, the data displayed will include both new and existing clients.
Date	This range will determine the appointments that were booked during the date range selected.

Report Columns

Column	Description
Location	The location associated with the appointment.
Clients	New or existing clients. If you expand (by clicking on the arrow) you will see the name of each client.
Appointments	The number of appointments for each client.
Service Revenue	Revenue generated for the appointments during the date range selected. Does not include taxes and tips.
Refunds	Service refunds that were processed during the date range selected.
Environmental Fees	Revenue generated by environmental fees collected during the date range selected. Does not include taxes.
Total	Total service revenue generated for the date range selected (Service Revenue - Refunds + Environmental Fees).

For more information or any questions, contact us at support@mytime.com.