Sie sagen
„Phorest already has client retention reports.“
Wir sagen
Excellent ones, for clients you already have. They cannot say which marketing produced them.
Für Phorest
Phorest knows who came back. It does not know which advert brought them first.
Export your sales, upload the leads that produced them, and find out which channels produce clients who stay rather than clients who visit.
Kein API-Schlüssel Nichts in Phorest zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Phorest export of sales — the client's phone or email, the amount and the date — and matches it against the campaigns, listings and calls that produced the first visit. Phorest measures retention and rebooking better than almost anything in this catalogue; what it cannot see is which marketing produced the clients being retained. Sales with no traceable lead are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Phorest geprüft.
Die Lücke
You have excellent retention reporting and no idea which marketing produced the clients it is reporting on.
Phorest sieht
Was verkauft wurde, an wen und für wie viel.
keine gemeinsame Zeile
Ihr Anzeigenkonto sieht
Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.
Die Datei
Was im Export stehen muss.
Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.
- Erforderlich
Client phone or email
On the client record. Salon clients give a mobile number more reliably than an email, so the phone usually carries the match.
- Erforderlich
Sale total
Service and retail together. Phorest separates them well, and a report built on services alone misses where the margin is.
- Erforderlich
Sale date
When the visit was paid for. Course and package purchases are better attributed on the purchase date.
- Optional
Branch and service group
For a group, the branch is what turns an average into a decision; the service group shows which channel brings colour clients and which brings blow-dries.
Schritt für Schritt
So holen Sie die Datei aus Phorest.
Geschrieben für alle, die Phorest im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export sales with the client
One row per sale with a client contact detail, the total and a date, including retail lines.
-
Take a long window
Phorest's own strength is the long view of a client, so use it: six to twelve months of sales matched against the lead that produced the first visit.
-
Export your lead sources
Paid social, local search, the online booking widget, listings and any offer or voucher site you have used.
-
Sum by client
A client visiting every six weeks appears eight times a year. Per client is the unit a marketing decision needs.
-
Upload both
The join is the phone and the email, normalised, with first and subsequent visits reported apart.
Was zurückkommt
Die Seite, die Phorest Ihnen nicht zeigen kann.
Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Ästhetik & Dermatologie – nicht aus einem Phorest-Konto.
Einem Kanal zugeordnet$165,60072% von $230,000
Zugeordnete Verkäufe201 von 280nur hohe Konfidenz
Durchschn. Verkauf$820pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| E‑Mail-Marketing | 44 | $32,200 | |
| Direkt / Unbekannt | 79 | $64,400 |
Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.
Das Argument
Was sich ändert, wenn visit und Anzeige in einer Zeile stehen.
Voucher and offer sites are the classic trap in this category
Discount voucher sites deliver volume that looks like a triumph for a month. The clients arrive, take the offer and, in most salons, are never seen again.
The cost of that is invisible in any booking-based report, because the booking happened and the offer was redeemed. It only becomes visible when you follow those clients forward and find no second visit.
Matching sales over six months back to the source is exactly that test. Salons that run it usually stop buying vouchers, or start structuring them completely differently.
The structure that survives is the one that asks for something back — a rebooking at full price, a card on file, a membership — rather than one that discounts a first visit and hopes. The file tells you which of your offers did that and which did not.
Retention is the whole economic model and it differs by source
A salon lives on clients returning every four to eight weeks. The difference between a client who returns three times and one who returns twelve is the difference between a profitable chair and an empty one.
Return rates vary systematically by how the client found you — proximity, intent and price sensitivity all travel with the channel.
So the number that matters is revenue per acquired client over a fixed window, and the report gives it. It routinely separates channels that looked identical on cost per new client.
Branch-level answers, not group averages
Group marketing is bought centrally and judged centrally, and the average is what reaches the owner. Catchments differ, competition differs, the team differs.
A channel that is the cheapest new client at one branch can be the most expensive at another two miles away, and nothing in a blended report reveals it. Catchment, not creative, is usually the reason.
Where the export carries a branch, the report splits on it. For a multi-branch group that split is usually the reason to do this at all.
Retail attaches to the stylist and to the channel
Retail sales in a salon are driven by the conversation in the chair, which makes them look like a purely operational metric.
They are also uneven across clients in a way that correlates with how engaged the client is, and engagement travels with the source.
Including retail in the export changes the channel ranking often enough to be worth doing every time, and it costs nothing but a column.
The same applies to gratuities, with one caveat: include them or exclude them consistently. A file that carries tips for card payments and not for cash will rank channels by how their clients happened to pay.
Berechtigte Fragen
„Phorest kann das doch schon.“ Nicht ganz.
Sie sagen
„Voucher sites fill quiet weeks.“
Wir sagen
They do, and this tells you what those weeks actually cost once the clients fail to return.
Sie sagen
„We are a single salon.“
Wir sagen
Then the branch split does not apply and everything else does. Two exports and a six-month window is the whole exercise.
No. It reads a file you exported; your appointment book and client records are not reachable from here.
Sales with a client contact detail, the total and a date, including retail.
Six to twelve months. The first visit measures the offer; the following months measure the client.
Yes, on revenue per acquired client, which is normally the comparison that ends the voucher debate.
Yes, where the export carries one. A group average usually describes none of the branches.
Yes. It is real margin and it correlates with how engaged a client is.
Attribute on the purchase date rather than each redemption, so one decision is not spread across months.
They are reported separately so you can decide, rather than being folded in silently.
Direct / Unknown — and in a salon that is usually walk-ins, whose true share is worth knowing.
No. It adds the half before the client existed, which Phorest never saw.
A contact detail, an amount and a date, plus a branch or service group if you include them. No treatment notes, no photographs, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per acquired client by source and by branch, first and repeat visits apart, and everything unmatched kept visible.
Nach Branche
Branchen, die Phorest nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- Ästhetik & DermatologieWelche Anzeigen haben Behandlungen gebracht, die bezahlt wurden?
- HaartransplantationWelche Kanäle haben Eingriffe gebracht, nicht nur Beratungen?
- DermatologieWelche Kanäle haben behandelte, zahlende Patienten gebracht?
- Ästhetische ChirurgieWelche Anzeigen haben Eingriffe gebracht, nicht nur Beratungen?
- FilialhandelWelche Kanäle haben Umsatz in der Filiale und online gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen Mangomint Salons and med spas Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Vagaro Salons, spas and studios Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Boulevard Med spas, salons and aesthetic clinics Datei mit Abschlüssen Was exportieren
Alle 97 Systeme 
Phorest und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.
Heute starten
Zwei Exporte, und Sie wissen es.
Nichts in Phorest zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.