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.
Completed their first check-in during the time frame
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 report pulls in customers when either their first check-in or first full-price purchase of a credit or membership is in the date range selected.
Apply any additional filters.
Only customers who have visited locations the employee has access to will show.
Conversion Definitions
Conversion Funnel
A customer enters the conversion funnel when they
complete their first check-in or
when they complete a full-price (not discounted and not priced at $0) purchase of a class credit or membership.
Customer Conversion
A successful customer conversion is when a customer completes their first check-in AND the purchase of a full-price (non-discounted and not priced at $0) purchase of a class credit or membership. Note that both the check-in AND the purchase must occur in the specified date range in order to be considered True. If the date range is extended, the window to be considered “converted” will also be longer and potentially result in more conversions being reported.
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.