They say
“WellnessLiving already reports client revenue.”
We say
It does, and it has no record of what produced the client, because that predates the first visit.
For WellnessLiving
Everyone converts on a twenty-nine dollar intro. The year is decided afterwards.
Export sales from WellnessLiving, upload the leads behind them, and rank channels on members rather than on intro passes.
No API key Nothing to install in WellnessLivingNothing to install No card requiredNo card
CloseRev reads a WellnessLiving export of sales — the client's phone or email, the amount and the date — and matches it against the ads, calls and listings that produced the first visit. A studio's economics are memberships and retention, not intro passes, so a channel is worth what its clients paid across months rather than what they paid to walk in. Sales with no traceable lead are reported as Direct / Unknown.
Last checked against WellnessLiving's own documentation on September 25, 2026.
The gap
The intro offer fills the class and tells you nothing about which channel produced anybody who stayed.
WellnessLiving sees
What was sold, to whom, and for how much.
no shared row
Your ad account sees
The click, the keyword, the call, and what each one cost.
The file
What the export needs in it.
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
- Needed
Client phone or email
On the client record. Studios capture mobile numbers well, which makes this a strong match.
- Needed
Sale total
Memberships, class packs, retail and appointments together. Packs and memberships are where the year is.
- Needed
Sale date
When money was taken. A pack is better attributed on purchase than on each class redeemed.
- Optional
Product type and location
Intro, membership, pack or retail, and which studio. Both turn an average into a decision.
Step by step
Getting the file out of WellnessLiving.
Written for somebody with WellnessLiving open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export sales with the client
One row per sale with a contact detail, the total and the date.
-
Take six to twelve months
The intro offer is the same across every channel. The months after it are where they separate.
-
Sum by client, not by transaction
A member on autopay produces twelve rows a year. Marketing decisions are made per client.
-
Export your lead sources
Paid social, local search, class marketplaces, referrals and any challenge or event you ran.
-
Upload both
The join runs on the phone and the email, normalised, with the intro kept apart from what followed.
What comes back
The page WellnessLiving cannot show you.
Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Med Spas & Dermatology page — not from a WellnessLiving account.
Traced to a channel$165,60072% of $230,000
Sales matched201 of 280high confidence only
Average sale$820per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| Email marketing | 44 | $32,200 | |
| Direct / Unknown | 79 | $64,400 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
What changes when the member and the ad share a row.
The intro offer is the acquisition and it measures the offer
Nearly every channel in this category leads with a discounted intro — a week unlimited, a first class free, a trial month — so the first transaction is close to identical whatever produced it.
A ranking built on it is a ranking of who gave away the most, and it is stable, available immediately and useless.
The separation happens when the intro ends and the client either buys a membership or disappears, which is weeks later and invisible to any advertising platform.
Revenue per acquired client across six to twelve months is the figure that survives, and it routinely reorders a ranking built on cost per intro.
It also puts a number on the intro itself: whether a cheaper offer that converts worse is actually cheaper.
Membership conversion is the number the whole business turns on
A member on autopay is predictable revenue with a known life. A pack buyer is a series of decisions. An intro-only client is a cost.
Channels differ sharply in which of those they produce, and the difference is far larger than any difference in their cost per lead.
Because the report sums by client across the window, conversion to membership shows up as revenue rather than as a rate somebody has to compute separately.
That makes it comparable across channels without any extra discipline in the studio, which matters when the person running the marketing also teaches.
The usual finding is that the most expensive channel per intro is the cheapest per member.
Class marketplaces bring clients who belong to the marketplace
Aggregators and pass networks fill classes, and they do it with people whose relationship is with the aggregator rather than with the studio.
That revenue is real and often worth having in off-peak hours; it is not evidence that the studio's marketing works, and it converts to membership at a different rate.
Separating marketplace arrivals from the studio's own acquisition is the first split worth making, and it is available wherever the lead file distinguishes them.
Ranking them on revenue per acquired client against their commission is what turns an argument about aggregators into a calculation.
Attrition is the other half and it is a property of how they arrived
A member who stays fourteen months is worth several times one who cancels in month three, and cancellation is influenced by what the client was promised.
A channel that sold on price brings members who leave on price; one that produced somebody who came with a friend usually does not.
Because the report reads months of sales, attrition appears as revenue stopping rather than as a churn report somebody has to join by hand.
It also exposes the channel that looks strong for a quarter and produces nothing in the second, which a short window would have rated highly.
For a studio the practical use is the renewal conversation. Knowing which sources produce members who reach month six tells you where to spend before the January rush rather than after it, which is the only time that decision can usefully be made.
Fair questions
“WellnessLiving already does that.” Not quite.
They say
“Our intro offer converts well.”
We say
Then the report will show it, per channel, which is the version you can act on.
They say
“Marketplace classes fill quiet hours.”
We say
They do, and this tells you what they are worth once you count how many became members.
No. It reads an exported file, so your schedule, client records and payments stay where they are.
Sales with a client contact detail, the total and the date.
Six to twelve months, because the intro offer is the same across every channel.
A member on autopay produces twelve rows a year, and a channel credited twelve times looks twelve times better than it is.
Attributed on the purchase date rather than on each redemption, so one decision is not spread across a season.
Yes, where the lead file distinguishes them, and it is the first split worth making.
Yes. It is real margin and it varies by how engaged a client is.
Yes, where the export carries one. A two-studio average usually describes neither.
Yes, as revenue rather than as a separate rate, which is what makes it comparable without extra bookkeeping.
Any sale with no traceable lead, usually walk-ins and word of mouth.
A contact detail, an amount and a date, plus a product type or location if you include them. No attendance records, no health information, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per acquired client by source, intro and later spend apart, marketplace arrivals separated, and everything unmatched kept visible.
By trade
Trades that run WellnessLiving.
What the report looks like once the export is in, written for each one.
- Med Spas & DermatologyWhich ads produced treatments people paid for?
- Physical TherapyWhich channels produced completed care?
- ChiropractorsWhich channels produced care plans?
- Weight Loss ClinicsWhich channels produced patients who stayed?
- Multi-Location RetailWhich channels produced in-store and online revenue?
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
Closed-sales file Mindbody Studios, gyms and wellness businesses Closed-sales file What to export Closed-sales file Vagaro Salons, spas and studios Closed-sales file What to export Closed-sales file Fresha Salons, spas and clinics Closed-sales file What to export
All 119 systems 
WellnessLiving and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.
Start today
Two exports, and you will know.
Nothing to install in WellnessLiving, no API key, and no need to have been tracking anything until now. Last year works as well as this month.