Last Client Service Report

Modified on Fri, 23 Sep 2022 at 07:12 PM

This report displays only clients who have used your service for the last time, within selected dates. It uses any scheduled service for the client, not only revenue generating services. Plus you can email clients directly from this report.

This report can be used to send surveys to clients who have recently used your services or to request a review online.
Use this report to email clients you haven't provided service to recently, to offer a discount or send them a survey.
It is also a helpful report to make clients inactive who have not used your services in a long time.

How Do I View the Last Client Service Report?

Navigation: Reports > Last Client Service

(Optional) Add a filter, click "Include Inactive Clients" if necessary.
Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
Click "Reload" to view your customized Client's Last Service Report.
(Optional) Select "Download CSV" to Export the data displayed.

See a list of all clients that have recently used your pet sitting services on your software

Last Client Service Report Explained:
Client: Last Name, First Name of the client.
Area: Client Area.
Services: The number of services delivered during the selected dates.

How Do I Email Clients from the Last Client Service Report?

Follow the instructions above to select the appropriate clients, then:

Use the Checkbox in the Header Row to select "All" clients in the Report or select specific clients by selecting the Checkbox in front of each client.
Click "Email."
Select an existing template OR draft a new email.
Click "Email Clients."