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Appointment log & slippage report

Find clients that have not returned for treatments

Dr Askari avatar
Written by Dr Askari
Updated over 2 months ago

Find this report in Reports>Appointments

Use this report to show a list of clients and their appointments that we last had some time ago but haven't returned since. If you want to send marketing messages to these clients, it is best to use a segment rather than this report. See this article on creating a campagin to stop clients slipping away

Use the filter to:

  1. Choose the service or category you are interested in

  2. Day since last sale - choose the time frame you are interested in e.g.

    1. More than 360 days ago

    2. Between 180 and 360 days ago

  3. Future service booked - choose to see only those clients that do not have a future appointment booked for this category of service

Important:

  • If you choose to focus on Botox 1 area, the report will take into account any other service in that category. If your patient had Botox 2 areas last week, you probably don't want to see them in this report.

  • The same related to the future service booked = No: if they had Botox 1 area previously and have Botox 2 areas booked tomorrow, they will not be listed.

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