How do I pull client reports in Moxie Suite?

This article reviews how you can pull a breakdown of client appointments and spend in your Moxie Suite Account.

Jump to a section

Navigating to the client report

Loom Video

Navigating to the client report

1. Log in to your Moxie Suite account using this link

2. Within the Global Nav, click Reports > Clients. 

Voila! You've made it to your Clients report page. Here you will see two reports Client Wallet Usage and Client list.

The Client Wallet Usage report:

1. 1. Credit type (i.e., Alle)
   2. Issues Credits
   3. Used Credits
   4. Remaining Credits
   5. Service Credit (i.e., Microneedling)
   6. Product Credits (i.e., Restylane)
   7. Client Remaining Credits
      
      

The Client List report includes:

1. 1. Client's name (i.e., Becca Blitz)

   2. Email (i.e., becca@test.com)

   3. Referral Source

   4. Phone (i.e., +1917 957 5722)

   5. Total Visits (i.e., 10) 

   6. First Visit Date & Time (i.e., May 5, 2023, 11:55 AM)

   7. Last Visit Date & Time (i.e., June 21, 2023, 12:30 PM)

   8. Total Spend After Discounts (i.e., $120.00)

Watch the video walkthrough below on how to access your Client Report in Moxie Suite.