Clients

Active Clients

Everyone who has either active autopay schedule or have unexpired sessions available on the account.

Suspended Clients

Members with suspended auto pays.

Declined Clients

Clients with declined auto pays during a specific time period.

Terminated Clients

Clients who terminated or did not continue their membership.

Expired Clients

Number of clients whose packages expired and whether or not they purchased beyond the date range.

Total Clients

Total number of active, suspended, and declined clients including percentages of each.

Leads

Number of leads/enquiries received over specific period of time with the source.

First Time Visits

Number of first-time visits over a specific period of time.

Membership Conversion Rate

The number of memberships sold divided by the number of first time visits.

Visits

Attendence Rate

How many sessions clients did over specific time.

Activity Rate

How many clients of active clients came in for a session in a specific time.

Late Cancel Report

Number of sessions late cancelled.

% Expired Vs. Used Session

The percentage of expired vs. used sessions during a specific period.

Sleeper Report

Active clients who didn't come the last 30 days.

Sales

Average Sales

The average sales volume by studio/company for specific period of time.

Value of Expired Sessions

The dollar value of expired sessions for specific period of time.

Leads

First Contact

The average sales volume by studio/company for specific period of time.

Chad (555) 556-9090  |  E-Mail
...
Chad, this is Wendy at Bright Dental. Your next appointment is Thursday, June 20 at 9:30am. Please reply with 'C' to confirm. See you then!
Julie Lastra
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Monday, April 15, 2019 at 1:03pm
Chad
C
Thanks. Can I make an appointment for my wife as well?
Monday, April 15, 2019 at 1:03pm
...
Yes, we will just need her name, birthdate, and social security number. This conversation is being made secure for you to submit those three things.
...
You can now submit the information and this conversation will be private.
Monday, April 15, 2019 at 1:03pm
Chad
Ok, thanks. Her name is April Smith. Her dob is 7/31/69. Her social is 413-44-4444.
Monday, April 15, 2019 at 1:03pm
Chad Butler confirmed his appointment on August 1
Monday, April 15, 2019 at 1:03pm
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