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Tools for Measuring Client Retention

By Josh Pierce

May 23, 2022

It’s no secret that some seasons bring an influx of clients and a boom in business. But how do you keep that momentum going, even after the boom fades? There’s no better way to create a profitable and long-lasting future for your business than to focus on your customers’ behaviors.

The first step is to be aware of current performance—retention reports within Mindbody can help shed light on your revenue, churn rates, and more.

How can you measure and analyze revenue with Mindbody?

  • Mindbody Business Snapshot (available on both iOS and Android versions of the app): Get a quick pulse check and see six various revenue metrics from within the app. You can control what data is shown by changing the date range.
  • Dashboard analytics: Your dashboard is similar to the Business Snapshot in the business app but a more detailed view. See information in the form of different graphs and charts, with a broad range of available filters. For example, month-to-month, year-over-year, cash vs. accrual, and Mindbody app sales.

How can you analyze your marketing, pricing, and staff in Mindbody?

  • Client Acquisition dashboard - Intro offer statistics: This dashboard gives a shorter date range than the reports offered below but provides specific analysis for Mindbody app intro offers. This tells you which offers attracted new clients and when those new clients returned.
  • Retention report: Generate a list, broken down by new clients and regular attendees, showing retention trends across a chosen date range. This is a great tracking tool to view the success of marketing campaigns and see which staff members received the most return clients.
  • No Return report: You can filter to check retention rates for specific pricing options and marketing campaigns, as well as engage this list of clients to re-attract them to your business. This is great for long-term research of intro offers or those not promoted in the Mindbody app.
  • Last Visit report: Use this as a complement to the Retention and No Return reports. It helps to gauge how frequently clients return after their initial visit. You can use the filters to identify valued, high-traffic clients or those who haven’t returned for some time. Frequent visitors can be tagged and used in other reports to help illuminate trends, such as popular membership types and common client indexes. 
  • Retention Management report: Get demographic and visit information in one easily exportable format. It will only return results for clients with memberships, but it provides information like birthday, gender, how long they’ve been a member at your business, date of last visit, how many visits year-to-date over the past 30, 90, and 365 days and more. Running analytics on the information provided within Excel can provide great insight into retention. 

Want to take your client retention to the next level? Learn all about email retention tools

  • Retention Marketing Dashboard: A "Just Checking In" email is automatically sent to clients who have not visited your business in a certain amount of time. For an even more personalized touch, you can add your business email as a Cc to the auto email, and reach out to the client whenever you see that a "Just Checking In" email has been sent.

Looking for more business tips?

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About the author:

Josh Pierce

E-Learning Content Designer

Josh has been a Mindbodian since 2014. As an E-Learning Content Designer, he creates video tutorials for the Mindbody software and apps. When he's not making videos, he can be found watching so-bad-they're-good films and trying out new board games.

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