Client Retention Report

Client Retention Report

View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition.


Step 1: Navigate to the Reporting page. Then, select Client Retention.

Step 2: Filter by time frame and professional(s). Then, select Run Report.


    • Related Articles

    • Client Balances Report Within the To-Do List

      Step 1: Navigate to the To-Do list on the main menu. Then, select the tab labeled Client Balances. Here you'll find three search boxes designed to outline your search parameters. The middle box dictates which report you would like to run. Client ...
    • Adding a Collateral Client to an Appointment

      Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups. Create a new session and add the primary ...
    • Adding a Client

      Step 1: select the Add Client button at the top right. Step 2: complete all of the necessary information to enroll your client. To quickly add a client to the system you only need their name. Uncheck “Enroll in Client Portal” See Enrolling Contact in ...
    • Updating Client Time Zone

      Navigate to the client chart ➡️ Overview tab. Scroll down to the Time Zone, select the proper time zone, and select Save Changes. Updating the clients time zone will update their appointments to the proper time based on their time zone. This will ...
    • Client Portal: Time Zone Update

      Once logged into the client portal, navigate to Settings and select Change Time Zone. Here, you will select your time zone and Save Changes. Updating your account to the proper time zone will update the appointments on your Scheduling tab based on ...