Read your reports

Reports answers four questions in order: how’s it going, what’s ahead, are clients coming back, and where’s it leaking. Here’s how to read each block, and what to do about it.

How’s it going?

• Revenue: completed visits in the period, valued at the price each was booked at. Locked at booking time, so a later price change never rewrites history.
• Visits: completed appointments.
• Collected via Rezzy: deposits and payments that actually moved through your connected account in the period.

The arrows compare with the previous period of the same length. Pick a preset range or set your own dates.

The first two blocks: how it’s going, and whether the coming weeks are covered.

What’s ahead?

Booked-ahead counts for the coming weeks: your early-warning system. A thin next-two-weeks number today is a quiet month later, and it’s the cue to work the rebooking list or send a campaign now, while there’s still runway.

Are clients coming back?

Your book’s health: new clients in the period, who’s overdue (Needs rebooking), and how many clients still lack marketing consent. Retention is where boutique studios win or lose; this block is the scoreboard.

The leaks

No-shows and late cancellations, counted and rated. If the no-show rate has a pulse, deposits are the fix. When it’s clean, it says so: no leaks, tight ship.

Marketing and top clients

Emails sent and clicked across autopilot and campaigns, and your top clients by lifetime value, each linking to their page. Your top ten clients usually explain a startling share of revenue; know their names.

The amber badge

Whenever completed visits still owe money, a “to collect” badge sits at the top of the page. That’s real revenue waiting on one click; see Collect an unpaid balance.