Businesses offer outstanding services and create exceptional customer experiences to keep their clients returning and providing referrals. Using client reporting can give you the tools to evaluate the overall health of your memberships, explore which clients spend the most money, which clients have account balances, and more.
Reporting on clients
By the end of this course, you will be able to
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Use reports to manage client visits
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Assess client spending
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Find detailed client info using reports
A quick guide to help you find the report for your needs