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New Guest Visits
Simplified Support avatar
Written by Simplified Support
Updated over 3 years ago

Total number of unique guest per day added up for all the days within a date range. This includes all types of items, this is the first visit for the customer and only if the invoice is closed

  • 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.

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