CO020 - New Clients

Summary

This report will give you a list of new clients as well as when they were created in your business.

Additionally, you will have information such as: who created the client, the client name, mobile, email and created date.

With this report you will have information about your clients that posses or not posses all/some of the mentioned below.

This report looks at the date the client was created (not appointments).

Preview

  • Created By - By whom the client was created by.

  • Client - The name of the client.

  • Mobile - The mobile phone number of the client.

  • Email - The email address of the client.

  • Created Date - The date the item was created.

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