Site Visits
1,380
↑ 22% vs prev period
New Leads
42
↑ 31% vs prev period
Conversions
29
↑ 9% · 69% conv rate
Retained
21
↑ 5% · 72% ret rate
Conversion Funnel
Visitors
1,380
100%
→
Leads
42
3.0% of visitors
→
First Sale
29
69% of leads
→
Retained
21
72% of customers
Recent Activity View all →
Priya Sharma purchased Unlimited Monthly · $185
18 min ago · via Intro Class form
Dana Reeves submitted intro offer form
52 min ago · from Instagram ad
Claire Fontaine hit 20-session milestone with Sofia R.
2 hours ago · now High Commit
Anonymous visitor viewed class schedule 4x
3 hours ago · from Google organic
Marcus Webb purchased 5-Class Pack · $120
5 hours ago · via Walk-In form
Nadia Chen submitted private session inquiry
Yesterday · from Facebook ad
Traffic Sources
Recent Leads · 42 this period
| Name | Source | Form | Time on Site | Pages Viewed | Date | Status |
|---|---|---|---|---|---|---|
| Priya Sharma | Instagram Ad | Intro Class | 5m 10s | 6 pages | Mar 4 | ● Converted |
| Dana Reeves | Instagram Ad | Intro Class | 2m 44s | 4 pages | Mar 4 | ● New Lead |
| Nadia Chen | Facebook Ad | Private Session | 7m 12s | 9 pages | Mar 3 | ● Converted |
| Tom Bradley | Google Organic | Intro Class | 1m 33s | 2 pages | Mar 3 | ● Abandoned |
| Lisa Nakamura | Direct | Walk-In | — | 1 page | Mar 2 | ● Converted |
| James Okafor | Referral | Intro Class | 4m 05s | 5 pages | Mar 2 | ● New Lead |
| Chloe Martins | Google Ads | Private Session | 6m 20s | 7 pages | Mar 1 | ● Converted |
| Andre Dubois | Instagram Ad | Intro Class | 1m 08s | 2 pages | Feb 28 | ● Abandoned |
| Maya Patel | Google Organic | Intro Class | 3m 54s | 5 pages | Feb 28 | ● Converted |
Customer Timeline Export CSV →
| Customer | Source | First Session | Total Spent | Sessions | Instructor | Status |
|---|---|---|---|---|---|---|
| Claire Fontaine | Google Ad | Jan 6 | $1,480 | 22 | Sofia R. | ★ High Commit |
| Kevin Patel | Referral | Dec 12 | $2,100 | 38 | Marcus T. | ★ High Commit |
| Priya Sharma | Mar 4 | $185 | 1 | Sofia R. | ● New | |
| James O'Brien | Feb 8 | $620 | 11 | Lea M. | ● Active | |
| Nadia Chen | Mar 3 | $300 | 3 | Marcus T. | ● New | |
| Amy Torres | Nov 14 | $210 | 5 | Lea M. | ● At Risk | |
| David Kim | Google Ad | Jan 20 | $960 | 16 | Sofia R. | ★ High Commit |
| Sara Okonkwo | Referral | Feb 1 | $555 | 9 | Marcus T. | ● Active |
| Chloe Martins | Google Ads | Mar 1 | $240 | 2 | Lea M. | ● New |
Embeddable forms with integrated Stripe payments
Book an Intro Class
74%
Conv rate
42
Submissions
Book a Private Session
68%
Conv rate
19
Submissions
Walk-In Registration
91%
Conv rate
14
Submissions
Embed Code
<!-- Client Return Company --> <div id="crc-form" data-form="f_28xkq3"></div> <script src="https://app.clientreturn.co/embed.js"></script> <!-- Tracking pixel (auto-included with form embed) --> <script src="https://app.clientreturn.co/track.js" data-site="s_7mxp2"></script>
Avg Retention Rate
71%
↑ 6% vs prev quarter
High Commit Clients
26
20+ sessions in past year
At Risk
7
No sessions booked · 30+ days
⚠ 7 Clients Need Attention
Amy Torres
52 days
Brendan Walsh
44 days
Sasha Ivanova
41 days
Omar Farouk
36 days
Tina Bergström
34 days
Devon Clarke
32 days
Mei-Ling Zhou
31 days
Instructor Retention Board · ranked by high-commit %
| # | Instructor | Clients | High Commit | High Commit % | Future Booked |
|---|---|---|---|---|---|
1 |
SR Sofia Reyes |
21 | 17 | 19 booked | |
2 |
MT Marcus Teal |
24 | 16 | 22 booked | |
3 |
LM Lea Moreau |
18 | 9 | 8 booked |
ⓘ High Commit threshold: 20+ sessions in past year. Rankings update nightly.
Connected Services
Stripe
Connected · acct_1N4x...kQp2
Mindbody
Connected · Site ID 48291
Google Analytics
Not connected
Mailchimp
Not connected
Webhook Endpoints
https://app.clientreturn.co/hooks/s_7mxp2
Point your Stripe and Mindbody webhooks to this URL. All incoming events are automatically matched to client records.
Retention Settings
High Commit Threshold
Minimum sessions with one instructor in the past year
sessions
At-Risk Window
Flag clients with no bookings in this many days
days
Featured Instructors on Booking Form
Show top N instructors ranked by high-commit % on the booking widget
instructors
Notifications
New Lead Alerts
Email notification when a new form is submitted
High Commit Milestones
Alert when a client crosses the high-commit threshold
At-Risk Warnings
Daily digest of clients flagged as at-risk