Eles dizem
“Phorest already has client retention reports.”
Nós dizemos
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.
Sem chave de API Nada para instalar no PhorestNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio Phorest em 24 de setembro de 2026.
A lacuna
You have excellent retention reporting and no idea which marketing produced the clients it is reporting on.
O Phorest vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
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.
- Obrigatória
Sale total
Service and retail together. Phorest separates them well, and a report built on services alone misses where the margin is.
- Obrigatória
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.
Passo a passo
Como tirar o arquivo do Phorest.
Escrito para quem está com o Phorest aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o Phorest não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Clínicas de estética e dermatologia — não de uma conta do Phorest.
Atribuída a um canal$165,60072% de $230,000
Vendas com correspondência201 de 280só alta confiança
Ticket médio$820por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| E‑mail marketing | 44 | $32,200 | |
| Direto / Desconhecido | 79 | $64,400 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada visit e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O Phorest já faz isso.” Não exatamente.
Eles dizem
“Voucher sites fill quiet weeks.”
Nós dizemos
They do, and this tells you what those weeks actually cost once the clients fail to return.
Eles dizem
“We are a single salon.”
Nós dizemos
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 setor
Setores que usam o Phorest.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Clínicas de estética e dermatologiaQuais anúncios geraram tratamentos que as pessoas pagaram?
- Transplante capilarQuais canais geraram procedimentos, e não avaliações?
- DermatologiaQuais canais trouxeram pacientes tratados e pagantes?
- Cirurgia plásticaQuais anúncios geraram cirurgias, e não só consultas?
- Varejo multilojaQuais canais geraram receita na loja física e online?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Arquivo de vendas fechadas Mangomint Salons and med spas Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Vagaro Salons, spas and studios Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Boulevard Med spas, salons and aesthetic clinics Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
Phorest e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no Phorest, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.