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Client Retention Reports

Win back clients
before they are gone.

The Clients report shows who is new, who keeps coming back, and who is slipping away - with a ready call list, upcoming birthdays, khata dues to collect, and prepaid balances that bring clients back.

Why it matters

  • Overdue clients judged against their own usual visit gap
  • Phone numbers ready for follow-up - not just a chart
  • Khata dues with age, built for how Indian salons work

Overview

What SalonAssist delivers

Winning a new client costs far more than keeping one you already have. Yet most salons only notice a regular has stopped coming months later. The Clients report shows, for any period, who came back, who is new, who you won back, and who is overdue - with their phone numbers ready so your team can act today.

Open Reports, choose Clients, and pick a period. You will see new, returning, and won-back clients compared with the period before, how often clients visit, and your top clients by spend. Clients are grouped into simple groups - champions, loyal, at risk, and lost - and a "slipping away" list shows regulars who are overdue compared with their usual gap. Upcoming birthdays and anniversaries, a month-by-month view of how many new clients come back, and khata dues with their age sit on the same page. The Offers report adds memberships and packages ending soon, so every reason to reach out is in one place.

Challenges

Problems we solve

01

Regulars disappear silently

Nobody notices a client has not been back for three months until they have found another salon.

02

Follow-up calls are random

Without a list of who to call and why, follow-ups depend on memory.

03

Khata dues are forgotten

Small credit amounts add up, and old dues are the hardest to collect.

04

New clients do not return

You spend on getting new clients but cannot see how many come back for a second visit.

Capabilities

Key features at a glance

Everything in this module, mapped to the Starter (solo), Growth (multi-chair) and Enterprise (multi-branch) setups. We pick your setup after the demo - the price is the same on every setup.

01

New, returning, and won-back clients

See how your client base is changing, compared with the period before.

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02

Clients slipping away

Regulars who are overdue compared with how often they usually visit, with phone and last visit.

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03

Client groups

Champions, loyal, at risk, and lost - so you know who to thank and who to win back.

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04

Top clients

Your highest-spending clients with visits and total spend.

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05

Birthdays and anniversaries

Everyone with an occasion in the next 30 days, ready for a personal offer.

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06

Do new clients come back?

A month-by-month view of how many new clients returned in the following months.

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07

Khata dues

Money owed to you, how old the dues are, biggest dues, and repayments collected.

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08

Memberships and packages ending

Clients whose membership or package ends soon, with balance or sessions left (Offers report).

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09Next step

See it working for your salon

Book a short demo - or see our 2 simple plans. Same price on every setup.

Deep dive

Feature breakdown for salon owners

Every capability below is live in the product today - mapped to what you actually use at the chair, desk, and phone.

01
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Who came, who returned, who you won back

A quick read on the health of your client base.

What you get

  • New clients, returning clients, and clients won back after a long gap
  • How often clients visit and the usual gap between visits
  • Average spend per client, compared with the period before
  • Where new clients first found you: front desk, online booking, or AI receptionist
  • Gender and age mix of your clients
02
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Slipping away - your win-back list

Act before a regular becomes a former client.

What you get

  • Regulars who are overdue compared with their usual visit gap
  • Phone number, last visit, and usual gap for each client
  • Client groups: champions, loyal, at risk, and lost
  • Pair with WhatsApp campaigns or a call from the front desk
03
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Occasions and returning new clients

Personal touches and proof that your welcome works.

What you get

  • Birthdays and anniversaries in the next 30 days
  • For each month’s new clients, how many came back in later months
  • Top clients by spend for thank-you offers
04
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Khata - collect what you are owed

Credit is part of how many salons and parlours work. Keep it under control.

What you get

  • Total owed to you now, and how many clients owe it
  • Credit given and collected back in the period
  • How old the dues are: up to 30 days, 31-60, 61-90, and over 90 days
  • Biggest dues with phone numbers, and how repayments were made
  • Old dues also appear in the Reports overview "Needs attention" list

How it works

Step by step

01

Open the Clients report

From Reports, choose Clients and pick a period.

02

Check the slipping-away list

See which regulars are overdue.

03

Reach out

Call, message, or send a WhatsApp offer.

04

Collect dues

Follow up on the oldest and biggest khata amounts first.

Why SalonAssist

What sets us apart

  • ✓Overdue clients judged against their own usual visit gap
  • ✓Phone numbers ready for follow-up - not just a chart
  • ✓Khata dues with age, built for how Indian salons work
  • ✓Birthdays, memberships, and packages ending soon in one place
  • ✓Every number explained with an info icon

Learn more

Salon Reports and Analytics Software: Unlock Business Insights

Discover how salon reports and analytics software help owners track KPIs, client retention, and staff performance for smarter growth decisions.

Read guide

Frequently asked questions - client retention reports

Book a free demo today

See how SalonAssist AI automates bookings, clients, and operations. Walk through the product with our team.