thread Re: Customer retention report by device or team member name in Payments Troubleshooting

Customer retention report by device or team member name

Billywild07 — Sat, 20 Sep 2025 08:53:32 GMT

Each of my stylist have an Ipad, and each is nick named for that stylist/team member. I want to know which clients were checked out by which device/team member within a given date range(ex: 01/01/2022-01/21/2022). Then I would like to know how many of them returned within a 90 day range(ex:02/01/2022-04/31/2022). is this possible?

Or are there team member or device specific reports I am not seeing? We do not use cash drawers or the stand.

Thank you in advance for any input and help!

Will I Am

Re: Customer retention report by device or team member name

Arie — Wed, 23 Aug 2023 01:40:02 GMT

Heya @Billywild07 👋

Thanks for writing in with this question about reporting. I've dug in a bit deeper and right now, you can filter reports by team member via the Team Sales report and then selecting filter by device. However, a breakdown to specifically show which customers have returned to each stylist is not available via this report. You can find more detailed customer insights with customer engagement. Get started here.

Re: Customer retention report by device or team member name

dcon — Mon, 22 Jul 2024 15:18:09 GMT

Hi @Billywild07 this is an interesting data question! Did you ever come up with a solution to get those answers?