New Guest Visits counts the number of unique guests who have their very first service visit during the selected date range, regardless of membership status. Each guest is only counted once for their first-ever service visit with the business.
Key Rules:
Excluded: Refunds, recurring invoices, automatic payments, freeze fees, and similar transactions. Guests who have previously visited, regardless of the item type or membership status.
Timing: Count is based on the sale date within the selected period. Guests who visited via appointment for the first time and did not have a membership at the end of that day are included under the legacy metric name "First-Time Guest Visits (Non-Member)" in EZ Pulse, but this version includes all guests regardless of membership.
Example - The number of invoices with the sale date in the selected time period. Multiple invoices on the same day by the same guest are considered as one visit. A visit can be for any item type. Refunds, recurring invoices, automatic payments, freeze fees, etc. are not considered as a visit. Also this would only be considered if this is the first visit every with the business for the guest
Validate in Zenoti
Zenoti -> Reports NEW -> Financial Reports -> Sales - Accrual report -> Select sale type as Sale , Select all values in Item Type and Payment Type dropdown -> select centers as displayed in ezPulse app
Unhide Invoice Closed Date and Status column
Export the report in excel, open the file remove top 5 rows and last row
Create a new column between Invoice No and Guest Name called UID
Add a formulae "=B2&E2&F2", right click on The UID column and select Format Cells -> Number Tab and Category as General. Once selected double click on formulae cell and press enter. Copy formulae for all the below rows.
Select the table and Go to Insert Tab -> Pivot table
Add Status, Center Name and First Visit in Filter. Select Status as Closed, First visit as Yes. Add UID in Rows, Pick a center and count number of records displayed which is Number of New Guest Visits.