The Customer Conversion report surfaces details on whether a customer has converted at your business based on activity within a selected timeframe. A customer is converted when they have:
a first check-in. or
a full-price purchase of a credit package or membership, or
converted by completing both actions within the chosen date range.
This report is useful for:
Viewing customers who have taken classes but haven't paid for a credit package or membership at full price.
Viewing prospective customers with high chances of converting who've yet to take a class.
Pulling up the Report
Navigate to Reports from the left panel > Marketing > Customer Conversion Report > View.
Specify the date range from the date picker.
The Customer Conversion report is a snapshot of customer activity within the selected date range. For example, if you select the date range of November 1st to November 5th, you will see customers who have:
completed their first check-in during that time frame,
customers who have completed their first full-price credit or membership purchase during that time frame, and
customers who have completed both actions during that time frame.
The ‘Converted Customer’ column in the report is ‘True’ for customers who have completed both actions: first check-in AND a full-price purchase of a credit package or membership within the specified date range.
The column is ‘False’ if the customer has completed only one of those actions.
Continuing the example above, if a customer is checked in for their first class on November 2 and makes their first full-price purchase on November 7, the customer will appear to be unconverted if the dates are set to November 1 through November 5 on the report. This is because the conversion date took place outside of the November 1 through November 5 date range. To get the overall picture of all your customers, you will want to set the date range for when your business first opened through today.
Apply any additional filters.
Understanding the Report
The Customer Conversion report includes:
Customer Name
Customer Email
Active Locations: Studio location(s) where the customer is active.
Converted Customer?:
True: When the customer has completed both actions: first check-in AND a full-price purchase of a credit package or membership within the specified date range.
If the date range is extended, the window to be considered “converted” will also be longer and potentially result in more conversions being reported.
False: When the customer has completed only one of those actions within the specified date range.
Join Date: The date when the customer joined the studio.
First Check-In Date: Date of first check-in.
First Check-In Type:
Personal: The reservation was paid for by the customer.
Third-Party Guest: Reservation was paid for and made via ClassPass, Wellhub, etc.
Guest: The reservation was paid for by another customer.
First Class Location: Studio location of the customer's first class.
Instructors: Instructor(s) for the customer's first class.
Payment Type for First Class: Name of the credit package or membership.
Total Classes Taken: Total classes for the specified date range.
Check-Ins via Third Party: Check-ins via a third party (i.e., ClassPass or Wellhub).
Check-Ins as a Guest: Check-ins as another customer's guest.
Conversion Purchase?:
True: If an item was purchased at full price and converted to the customer.
False: If the item purchased did not convert the customer.
Purchase Currency:
USD
CAD
GDP
Purchase Total Excluding Tax: Purchase total minus tax.
Conversion Payment Type Purchased: Credit or membership.
Conversion Purchase Date: Purchase date of the item in column 14, if "True."
Conversion Purchase Location: Studio location of item in column 14, if "True."
Total Spend Currency:
USD
CAD
GDP
Total Spent - All Time: The total spent by customers, regardless of the date range.
Customer ID: Customer's unique ID generated by the system.