MA215: FOV by Service Category
The MA215 displays frequency of visit information for each service category, including Total Visits, Clients, and FOV Average. This report can be run for New Clients, Repeat Clients, or Both.
Tip: Run the MA215 monthly or quarterly to monitor how well your employees are rebooking clients and encouraging frequent visits.
What is the difference between a "visit" and a "unique client?"
This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up.
A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have. So if Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits.
Note: You can narrow down the definition of a visit in the MA215 by specifying which Service Categories should count towards a "visit" in report setup.
Report definitions
- Category Name: The name of the Service Category.
- Total Visits: The number of transactions where a client received a service from the selected Service Category.
- If a client has more than 1 transaction in a day for a given Service Category, it only counts as one visit. For example, a client can have 2 separate transactions in a day, each for a massage service, and it will only count as one visit.
- If a client receives more than 1 service in a transaction for a given Service Category, it only counts as one visit. For example, a client can have 2 massage services in the same transaction, and it will only count as one visit.
- Another example: If a client received and was checked out for 5 hair services in one day, and the client received and was checked out for 3 hair services on the next day, it would count as 2 visits and count as only 1 client.
- Total Clients: The number of unique clients who received a service from the Service Category.
- FOV Average: The average frequency of visit for the Service Category.
- Pie Chart Totals: This is a graphical representation of the percentage of each Service Category that make up the total:
(FOV Average for the Service Category / Sum of all FOV Average numbers for all Service Categories) x 100
Setting up the MA215 report
- Type MA215 in the Convobar, or go to Meevo > Reports > Analytical, and then select the MA215 report.
- Select a date or date range for running the report:
- To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
- Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).
Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.
- Display: This determines which clients to include in the report.
- New Clients: A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range.
- Repeat Clients: A repeat client is a client who had a visit during the date range or pool month and at least one visit prior to the date range.
- Both New and Repeat Clients: Includes all clients with a visit in the date range: those with and without prior history.
- All Service Categories: Select All Service Categories to run the report for all categories. To run the report for specific Service Categories, deselect the option and use the drop-down to select the Service Categories should count as a "visit."
Running the report
- When you are ready to generate the report, select a Report Format beside the Run Report button.
- Here is a rundown of each format type:
- PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
- HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
- XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
- Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.