Client Birthdays Report
Use this report to see which clients have birthdays in a given month so you can send promotions, reminders, or gifts to drive repeat visits.
Key Sections:
Birthday Analytics (Charts)
Client Birthdays by Month – Bar chart showing how many clients have birthdays each month
Age Distribution – Pie chart showing the age breakdown of clients with birthdays (great for targeting by age group)
Birthdays This Month (Table)
Client Name
Birth Date
Age
Email
Phone Number
Last Visit Date
Filters:
Birthday In – Choose a month to view upcoming birthdays
💡 Use It To:
Send birthday discounts or freebies
Reach out to lapsed clients with personalized offers using your marketing tools
Segment by age to tailor marketing
Client Visit Report
This report helps you track how often clients are coming into the shop. It’s great for spotting busy periods, understanding visit patterns, and reviewing individual appointment details:
Key Sections:
Client Visits Per Day (Bar Chart)
Visualizes how many clients visited each day within the selected date range.Visit Details Table
Includes:Client Name
Visit Date & Time
Artist
Service
Price Paid
Tip Given
Notes
Consent ID (if a signed form was collected)
Filters:
Date Range – Analyze visits over any custom time window.
Artist – Focus on a specific artist’s client activity.
💡 Use It To:
Track busy vs. slow days
See which clients are visiting regularly
Match visit history with service revenue or consent forms
Identify artist booking trends
Upcoming Rebookings Report
This report shows clients who have a future appointment already scheduled, so you can stay on top of who’s coming in next and follow up if needed:
Key Columns:
Client Name
Appointment ID – Clickable link to the upcoming appointment
Upcoming Date – Date/time of the upcoming appointment
Service – What they’re booked for
Artist
Previous Visits – Total prior appointments with your shop
Last Visit Date
Email / Phone – For easy contact
Filters:
Upcoming Within – View clients rebooked in the next 7, 30, or 90 days (or custom)
Artist – Filter rebookings by specific artist
💡 Use It To:
Confirm rebookings ahead of time
Identify high-retention clients
Proactively follow up with clients who haven’t rebooked yet
Improve your artist’s rebooking rate
Client Demographic Report
This report helps you understand who your clients are and when they spend—so you can make smarter decisions around marketing, services, scheduling, and more:
🔍 Filters:
Date Range
Group By – Gender, City, State, Zip Code, and Age Group
Services/Products
Age Ranges
Genders
Key Sections:
Client Locations Map
See where your clients are located across the U.S. based on address or zip code. Use this to identify marketing opportunities by region:
Sales by Demographics
Table showing client count and total sales by group:
Clients
Total Sales
Top Service/Product
Sales Count by Item
Sales Trends by Time
Sales by Hour of Day
Bar chart showing what time of day clients are spending the most:
Sales by Day of Week
See which days of the week bring in the most revenue and by how much:
💡 Use It To:
Identify your top customer segments
Optimize booking availability based on high-performing hours/days
Tailor promotions to different age/gender groups
Inform service pricing and staffing