DIFFERENCE BETWEEN ACTIVE AND INACTIVE CLIENTS

Understanding the difference between active and inactive clients helps businesses track engagement, evaluate performance, and plan retention strategies. Below is a clear explanation of both client types and how to identify them in the system.

Active Clients

Active clients are clients who currently have active packages.

How to Find Active Clients

• Dashboard
  • You can view the total number of active clients directly from the dashboard.
• Clients Section
  • Go to the Clients section.
  • Apply the Active filter to display all clients with active packages.
  • This will show detailed client information, such as names and package details.
  • You can export the list if needed.

Additional Filters

When viewing active clients, you can further refine the list using additional filters, such as:

• Age
• Membership type
• Package details
• Other available client attributes

These filters help you analyze your active client base more effectively.

Inactive Clients

Inactive clients are clients who:

• Do not have any active packages, and
• Have no recent visits.

How to Find Inactive Clients

• Reports Section
  • Navigate to the Reports section.
  • Open the Inactive Clients Report.

Last Visited Option

• The report includes a Last Visited filter.
• This allows you to identify clients based on when they last visited (for example, clients who last visited 7 days ago).

Actions You Can Take

• Export the inactive clients list for reporting or follow-up purposes.
• Send emails directly to inactive clients to re-engage them with offers, reminders, or updates.
  
  
  
  

• How Active Clients are Calculated

Clients are counted based on specific calculation rules to ensure accurate reporting. The following conditions apply:

Package & Client Conditions

For a client to be included in the calculations:

• The package purchase date must fall within the selected date range.
  • Example: If you select this month, the purchase date must be between the start and end of the current month.
• The package must be:
  • Started, and
  • Not expired (based on the package dates).
• The client must not be deleted.
• The package itself must not be deleted.

Only clients meeting all the above conditions are counted.

• Visitors, Active Clients, and New Clients

Visitors Under Active Clients

• The Visitors number shown under Active Clients represents users who:
  • Reserved or booked a class without having an active membership or package.

New Clients Under Visitors

• The New Clients count under Visitors represents:
  • First-time clients who are buying a package or booking for the first time.