Ellos dicen
«Phorest already has client retention reports.»
Nosotros decimos
Excellent ones, for clients you already have. They cannot say which marketing produced them.
Para 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.
Sin clave de API Nada que instalar en PhorestNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Phorest el 24 de septiembre de 2026.
La brecha
You have excellent retention reporting and no idea which marketing produced the clients it is reporting on.
Phorest ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
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.
- Necesaria
Sale total
Service and retail together. Phorest separates them well, and a report built on services alone misses where the margin is.
- Necesaria
Sale date
When the visit was paid for. Course and package purchases are better attributed on the purchase date.
- Opcional
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.
Paso a paso
Cómo sacar el archivo de Phorest.
Escrito para quien tiene Phorest abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Phorest no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Medicina estética y dermatología, no de una cuenta de Phorest.
Atribuidos a un canal$165,60072% de $230,000
Ventas coincidentes201 de 280solo alta confianza
Ticket medio$820por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| Email marketing | 44 | $32,200 | |
| Directo / Desconocido | 79 | $64,400 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada visit y el anuncio comparten una fila.
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.
Preguntas justas
«Phorest ya hace eso». No exactamente.
Ellos dicen
«Voucher sites fill quiet weeks.»
Nosotros decimos
They do, and this tells you what those weeks actually cost once the clients fail to return.
Ellos dicen
«We are a single salon.»
Nosotros decimos
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.
Por sector
Sectores que usan Phorest.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Medicina estética y dermatología¿Qué anuncios produjeron tratamientos que la gente pagó?
- Restauración capilar¿Qué canales produjeron procedimientos, y no solo consultas?
- Dermatología¿Qué canales generaron pacientes tratados y que pagan?
- Cirugía estética¿Qué anuncios produjeron procedimientos, no consultas?
- Retail multisede¿Qué canales generaron ingresos en tienda y en línea?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas Mangomint Salons and med spas Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Vagaro Salons, spas and studios Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Boulevard Med spas, salons and aesthetic clinics Archivo de ventas cerradas Qué exportar
Los 97 sistemas 
Phorest y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Phorest, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.