MA210: New Client Retention By Visit

The MA210 report displays retention statistics for new clients. The report simply looks to see if a client had a first visit to the business in the selected date range, and then if a return visit to the business was within the selected date range.

Tip: Run the MA210 monthly to review the retention rate of new clients after each initial visit. If an unacceptable number of clients are not returning after their first visit, you may need to review your "first time client" procedures and develop new methods of retaining those clients.

What does it mean to be a "new client?"

A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range.

What is the difference between a "visit" and a "unique client?"

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have. So if Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits. 

How is retention determined?

In the MA210, we look at clients who had their first visit in the date range and provide data on the number of return visits also within the date range.

Report definitions

Click here for details on each of the fields that appear in the MA210 report.Click here for details on each of the fields that appear in the MA210 report.

The top section of this report displays the total number of unique clients with at least x number of visits. The bottom section of this report displays the total number of unique clients with exactly x number of visits.

Did Not Return At All: The number of clients who had no return visit after the initial visit.

The remaining fields are self-explanatory in that they specify clients who returned at least or exactly the number of times after their initial visit.

Setting up the MA210 report

  1. Type MA210 in the Convobar, or go to Meevo > Reports > Analytical, and then select the MA210 report.
  2. Select a date or date range for running the report:
  • To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
  • Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.