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Understanding Rebooking Figures and Graphs

  • Updated

There are many different re-booking figures and graphs in Simple Salon.

In order for a re-booking to be counted over the date range, the client has to have a visit processed over the date range, and at least one future booking outside of the date range.

This articles aims at teaching you exactly what each graph and figure actually means, so you know which statistics you should be viewing. You can jump ahead using the links below:

Let's pop on over to Reporting > Dashboard. You can use the green drop-down menu on the side (next to 'Exclude GST'), to specify when you would like to see graphs for:

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Re-Booking Chart

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There are three requirements to get a rebooking in this chart:

  • The re-booking must be in the target rebook period.
  • The re-booking can be with any operator.
  • There must have been a sale (visit/appointment) processed through POS in the date range for each client.

If a client made a re-booking after your service with them, and the re-book rate did not change, it most likely means that the client booked outside of the target re-book period.

The target weeks are defined in the Target Re-Book Period setting in Settings > Marketing Settings:

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Operator Graph

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The re-book rate in Reporting > Dashboard > Operators lists the percentage of clients who were serviced on the day, and who re-booked with any operator within the target re-book period.

There are three requirements for a rebooking in this chart:

  • The re-booking must be in the target rebook period.
  • The re-booking can be with any operator.
  • There must have been a sale (visit/appointment) processed through 'POS' in the date range.

This report uses the transaction date for it's statistics. In other words, a visit needs to be processed through POS (and as a result, have a transaction generated) before the client's future booking can be counted as a re-booking.

Operator KPI Report or KPIs Tab

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The Re-book Rate in the KPIs tab (The Operator KPI Report) lists the percentage of clients who had a service processed, and who re-booked with the same operator at any time.

There are two requirements for these statistics:

  • The re-booking must be made with the same operator who serviced the client.
  • The re-booking can be at any time in the future.

I just want to see any rebooking that I've made

If you click on the Re-Booking Graph, you'll be taken over directly to your Client Retention Report:

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Otherwise this can also be accessed by going to Reporting > Report List > Client Retention Report.

View the Clients Who Rebooked anytime in the future with any operator row and make sure to select yourself from the Operator drop down menu.

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The Client Retention Report uses the visit date to calculate rebookings. For example, if you took payment for a visit 2 weeks ago (outside of the date range) but the client just came in for their pre-paid visit, their visit goes towards the re-booking rate.

In other words, at minimum, for a booking to display on the Client Retention Report:

  • The client needs to have a paid visit recorded within the date range you have entered into the report.
  • The client needs to have a future booking outside of the date range you have entered.

As an example, if the client decided to re-book on the day of their pre-paid visit, their future booking will be counted as clients who re-booked.

Why are my re-booking stats wrong?

Did you re-book within the target re-book period?
Your re-booking will appear as a rebooking in both re-booking rates in Reporting > Dashboard.



Did you re-book in someone else's column?
Your rebooking will not appear in the Reporting > KPIs tab or the Operator KPI Report in Reporting > Report List.



Would you like to see all clients you serviced who have re-booked at anytime in the future with anyone?
Pop over to the Client Retention Report in Reporting > Report List and select yourself from the Operator drop down then click Filter.



I don't have access to some of the reports.
Ask your administrator or salon manager to show you a copy of the report. Make sure they select you as the operator (if the report allows them to) and make sure they choose the date range you'd like to view the results for. Most reports default to today's date.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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