At a Glance
Client activity reports show how clients engage over time — visits, spend, treatments and lapses — so a clinic can spot loyal clients, rising spenders and those slipping away. ClinicSoftware.com builds these from live data, so retention and recall efforts target the right people.
What do client activity reports show?
They show each client's visit frequency, spend, treatments and how long since their last visit. This reveals who is loyal and who is lapsing. ClinicSoftware.com builds them from live records.
How do they help retention?
By flagging clients who have not returned, activity reports let you target recall and win-back offers at exactly the people most likely to churn, protecting revenue.
Can you find your best clients?
Yes. The report highlights high-spend and high-frequency clients, so you can reward loyalty and tailor offers to your most valuable clients.
Frequently Asked Questions
What do client activity reports show?
Each client's visits, spend, treatments and time since last visit. ClinicSoftware.com builds them from live records.
How do they help retention?
They flag lapsing clients so you can target recall and win-back offers before they churn.
Can I find my best clients?
Yes. The report highlights high-spend and high-frequency clients so you can reward loyalty.
Are they live?
Yes. Activity reports draw on live client data.
How It Works in ClinicSoftware
01
Open the client activity report
02
Sort by spend, frequency or last visit
03
Flag lapsing and high-value clients
04
Target recall and loyalty offers
Os Relatórios de Atividade dos Clientes mostram-lhe o comportamento agregado de toda a sua base de clientes — novos clientes adquiridos, frequência de visitas de retorno, clientes inativos, gasto médio por visita e valor ao longo da vida. Utilize estes dados para identificar os seus segmentos mais valiosos e construir estratégias de retenção direcionadas.
Como Funciona
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Navegar para Relatórios → Atividade do Cliente
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Defina o intervalo de datas e aplique filtros: clientes novos, recorrentes ou inativos
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Veja a análise por segmento com gasto médio e frequência de visita
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Exporte os dados para criar campanhas de email ou SMS direcionadas
Características Principais
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Aquisição de Novos Clientes
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Taxa de Visita de Retorno
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Identificação de Cliente Inativo
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Gasto Médio por Visita
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Cálculo do Valor de Vida do Cliente
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Desagregação por Segmento
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Linha de Tendência de Retenção
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Exportação CSV para Campanhas
Dicas Profissionais
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Definir um limite de 90 dias para inatividade e rever mensalmente o número de clientes inativos para agir antes de os perder
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Acompanhe semanalmente a aquisição de novos clientes para medir o impacto direto do investimento em marketing
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Use dados de valor vitalício para identificar quais canais de aquisição trazem os clientes mais rentáveis
