At a Glance
Client activity reports show how clients engage over time — visits, spend, treatments and lapses — so a clinic can spot loyal clients, rising spenders and those slipping away. ClinicSoftware.com builds these from live data, so retention and recall efforts target the right people.
What do client activity reports show?
They show each client's visit frequency, spend, treatments and how long since their last visit. This reveals who is loyal and who is lapsing. ClinicSoftware.com builds them from live records.
How do they help retention?
By flagging clients who have not returned, activity reports let you target recall and win-back offers at exactly the people most likely to churn, protecting revenue.
Can you find your best clients?
Yes. The report highlights high-spend and high-frequency clients, so you can reward loyalty and tailor offers to your most valuable clients.
Frequently Asked Questions
What do client activity reports show?
Each client's visits, spend, treatments and time since last visit. ClinicSoftware.com builds them from live records.
How do they help retention?
They flag lapsing clients so you can target recall and win-back offers before they churn.
Can I find my best clients?
Yes. The report highlights high-spend and high-frequency clients so you can reward loyalty.
Are they live?
Yes. Activity reports draw on live client data.
How It Works in ClinicSoftware
01
Open the client activity report
02
Sort by spend, frequency or last visit
03
Flag lapsing and high-value clients
04
Target recall and loyalty offers
Clients Activity Reports show you aggregated behaviour across your entire client base — new clients acquired, returning visit frequency, lapsed clients, average spend per visit, and lifetime value. Use this data to identify your most valuable segments and build targeted retention strategies.
Как работи
01
Navigate to Reports → Client Activity
02
Set the date range and apply filters: new, returning, or lapsed clients
03
View the breakdown by segment with average spend and visit frequency
04
Export the data to build targeted email or SMS campaigns
Ключови характеристики
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New Client Acquisition
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Return Visit Rate
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Lapsed Client Identification
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Average Spend Per Visit
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Lifetime Value Calculation
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Segment Breakdown
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Retention Trend Line
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CSV Export for Campaigns
Професионални съвети
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Set a 90-day lapse threshold and review lapsed client numbers monthly to act before they are lost
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Track new client acquisition weekly to measure the direct impact of marketing spend
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Use lifetime value data to identify which acquisition channels bring the most profitable clients
