New clients reports

[stradasalon]

. We charge 50% of services performed towards rent until rent is paid, then we return 100% back to the renter. We also pay a one time marketing fee of 50% for all new clients given to the stylists.  I need to be able to separate the new marketing clients from the repeat clients which are paid towards rent. The two renters we have on this system don’t have a clientele large enough to pay total rent yet, but they are getting close! My delemma is that when they are servicing more than rent I need to be able to give them 100% back for their services. At this time, I don’t see a way to look at new vs repeat clients on a weekly basis. I really need this feature ASAP!! 

[kellyj]

@stradasalon

The only real way I can think of to sort this information is by filtering your directory by First Visit Date and show the number of visits.

You can apply these filters from your Square Dashboard/Customers.

The + button on the far right side of your Directory will allow you to see when these customers have first visited (implying a new customer), and how many times they have visited overall.

If you sort this list by clicking on Last Visit - it will prioritize the people who have come in most recently, and then you'll be able to see repeat customers vs their first visit date.

This isn't the perfect answer, but I feel that if you play with these filters, it may give you the specific information you are looking to find.

[stradasalon]

Thank you for your help! I’ll try working with it, but I have a feeling I’ll have to stick with write new client in the notes until they get a better handle on showing new clients at scheduling, and in reports.