Daily Summary Report: Guests Summary

The Guests Summary category of the Daily Summary report gives you details of the following:

  • Visits by new and existing guests and the services availed by them
  • Number and percentage of guests who rebooked service
  • Retail products purchase details
  • Average invoice, service, and sale value by guests
  • Appointment status (canceled, no shows etc.)
  • Customer Satisfaction
  • Center Utilization of Employee and Room

Field Descriptions

Consider the screenshot below:

The following are the entries in this category and explanation of the values:

Field Reading the Value Additional Information
Total Guests

This section displays the total number of new and existing guests who visited your center to purchase any item. It also displays the number and percentage of all guests who rebooked an appointment (service) for future.

Example

In the screenshot, the interpretation of the fields is as follows: 

  • New Guests #: Displays the total number of guests who visited your center for the first time and purchased an item.
    In the example, 7 new guests visited your center and made a purchase.
  • Existing Guests #: Displays the total number of existing guests (not first-time visitors) who visited your center and purchased an item.
    In the example, 33 new guests visited your center and made a purchase.
  • Guests# that rebooked for future: Displays the total number of guests (new and existing) who visited your center, availed a service, and rebooked the same service for a future date.
    In the example, 5 guests rebooked appointments for a future date.
  • Guests% that rebooked for future: Displays the percentage of guests (new and existing) who visited your center, availed a service, and rebooked the same service for a future date.
    In the example, 17.86% guests rebooked appointments for a future date.
  • You can validate the New and Existing guests who purchased either Services or Products from the Sales Reports - Invoices report (Reports > Finance > Sales > Invoices (General)). 
    1. Export the Sales Reports - Invoices  report to Excel and remove the duplicate entries.
    2. Filter the First Visit column to Yes. The resultant list is of New Guests.
    3. Filter the First Visit column to No. The resultant list is of Existing Guests.
  • You can validate the Guests# and Guests% who rebooked for future from the Appointment Details report (Reports > Operational > Appointments > Appointment Details). 
  1. Export the  Appointment Details report to Excel.
  2. Remove duplicate guest names.
  3. The resultant list has the number of unique guests who visited your center and purchased a service. Make a note of the number of unique guests.
  4. Filter the Rebooking Source column to Yes and Status column to Closed.  The resultant list is the Guests# that rebooked for future. Make a note of the number of such appointments.
  5. Divide the Rebooking Source# by the total number of guests who visited your center and purchased a service, and derive the percentage. This is the Guests% that rebooked for future
Total # Services

This section displays the total number of services purchased by new and existing guests.

Example

In the screenshot, the interpretation of the fields is as follows: 

  • New Guests: Displays the total number of services purchased by guests who visited your center for the firs time.
    In the example, guests visiting your center for the first time purchased 11 services.
    Note: A guest can purchase more than one service. Hence there can be a mismatch between the number of guests and the number of services purchased.
  • Existing Guests: Displays the total number of services purchased by existing guests (not first-time visitors).
    In the example, existing guests purchased 32 services.
    Note: A guest can purchase more than one service. Hence there can be a mismatch between the number of guests and the number of services purchased.

You can validate the number of services purchased by new and existing guests from the Appointment Details report (Reports > Operational > Appointments > Appointment Details). 

  1. Export the  Appointment Details report to Excel.
  2. Filter the First Visit column to Yes. The resultant list is the number of services purchased by new guests.
    Note: Do not remove duplicate guest names as one guest can purchase multiple services.
  3. Filter the First Visit column to No.  The resultant list is the number of services purchased by existing guests.
    Note: Do not remove duplicate guest names as one guest can purchase multiple services.
Total Guests that purchased Retail 

This section displays the following:

  • The number of guests who purchased both products and other items (services, memberships, etc.,) on the selected date.
  • The number of guests who purchased only products on the selected date.

Example

In the screenshot, the interpretation of the fields is as follows:  

  • Retail including other items #: Displays the number of guests who purchased both products and other items (services, memberships, etc.) 
    In the example, 1 guest purchased products and other items.
  • Retail-only #: Displays the number of guests who purchased only products. 
    In the example, 1 guest purchased only products
 
Avg Invoice Sale Value per Guest

This field displays the average of the sale value of all the closed invoices of all the guests who had their invoices closed on the selected date.

In the example, the average invoice sale value per guest is $ 36.60.

  • Considers only closed invoices, does not consider tax, and considers only the amounts collected via cash, check, and custom payments.
  • You can validate the value in this field from the Sales Reports - Invoices report (Reports > Finance > Sales > Invoices(General)). 
    1. Export the  Sales Reports - Invoices report to Excel.

    2. Filter the Status column to Closed.  The resultant list shows all the closed invoices on the selected date.

    3. Add the amount collected in the Cash, Card, Check, and Custom columns. Make a note of this number.

    4. Add the amount in the Total Tax column. Make a note of this number.

    5. Deduct the Total Tax amount from the amount collected in the Cash, Card, Check, and Custom columns. This is the total Sale Value of the closed invoices.

    6. Delete Guest Name duplicate entries. You will have a list of unique guests.

    7. Make a note of the number of unique guests.

    8. Divide the Sale Value (of step 5) by the number of unique guests (step 7). The resultant number is the Avg Invoice Sale Value per Guest.

Avg Invoice Sale Value per Retail-only Guest

This field displays the average of the sale value of all the guests who purchased only products and had their invoices closed on the selected date.

In the example, the average invoice sale value per retail only guests is $ 32.40.

 
Avg Service Sale Value per Guest

This field displays the average of the sale value of all the guests who purchased services and had their invoices closed on the selected date.
Note: If an invoice has a service and any other item (product, membership, etc.,) only the service part of the closed invoice is considered.

In the example, the average service sale value per guest is $ 21.96.

You can validate the value in this field from the Sales - Service report (Reports > Finance > Sales > Sales - Service). 
  1. Set the filter to Closed invoices and export to Excel.

  2. Make a note of the total in the Sale Value column.

  3. Delete Guest duplicate entries. You will have a list of unique guests. Make a note of the number of unique guests.

  4. Divide the Sale Value by the number of unique guests. The resultant number is the average service sale value per guest.

Avg Retail Sale Value per Guest This field displays the average of the sale value of all the guests who purchased products and had their invoices closed on the selected date.
Note: If an invoice has a product and any other item (service, membership, etc.,) only the product part of the closed invoice is considered.
 
Appointment Status

The fields in this section display the number of appointments with status as Cancelled, No Show, Deleted, and Walk-in on the selected date.

In the example, there are zero appointments with status as Cancelled or No Shows. There are 10 appointments with Status as Deleted and 10 appointments with Status as Walk-in.

You can validate the value in these field from Status column of the  Appointment Details report (Reports > Operational > Appointments > Appointment Details). 
Customer Satisfaction

This section displays the following:

  • The number of guests who gave feedback.
  • The number of guests who did not give feedback.
  • The number of guests who gave a feedback rating less than 3.
You can validate the value in these field from the Guest Feedback report (Reports > Daily Reports > Guest Feedback). 
Center Utilization (Employee) %

This field displays the employee utilization percentage.

 This percentage is derived from the total number of hours that employees clocked at your center on the selected date and the number of hours they actually performed services.

In the example, the employee utilization is 51.41 %.

 
Center Utilization (Room) %

This field displays the room utilization percentage.

 This percentage is derived from the total number of hours that rooms are available for booking at your center on the selected date and the number of hours they have been booked.

In the example, the room utilization is 0.06%.

 

See Also

Have more questions? Submit a request

Comments