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More accurate numbers: packages, autopay forecasts, and Retention %

· 5 min read
salon360 Team

Three accuracy fixes land together in this release: Package Performance stops counting retail kits as packages, autopay forecasts stop counting money that was never coming, and Retention % measures on a fairer window.

Package Performance no longer counts retail kits as packages​

Package Performance now counts only real service packages. Retail kits — Aftercare Kit, New Member Kit, AFTER CARE KIT — no longer show up as package sales. Your point-of-sale files those kits as packages even though they are products off the shelf, not prepaid service credits; we were taking that label at face value, so every kit sold landed in your package count and, where the kit had a price, in your package revenue. It skewed the salons that sell kits the hardest — Fishers Downtown was carrying 21 Aftercare Kits and 16 New Member Kits year to date as if they were packages.

What this changes for you:

  • Package counts drop at salons that sell kits, and stay identical everywhere else. Systemwide the year-to-date count comes down by 37.
  • Package revenue barely moves — kits are cheap or free, about $1,575 systemwide year to date.
  • Your numbers now line up with the corporate package export, which has always excluded kits.
  • The Package Type filter no longer offers kits as a choice, in both Summary and Detail.

Everything that is genuinely a package — every Buy 3 / Buy 4, Get 1 Free contract — is untouched.

Autopay forecasts no longer count ended or frozen memberships​

Autopays Remaining and Autopays Tomorrow now count only autopays that belong to a live membership. Charges still sitting on the schedule for memberships that were cancelled, frozen, or had autopay switched off no longer inflate the forecast.

Your point-of-sale keeps future autopay rows on the books after a membership ends. Cancel a membership on the 5th and the charges already scheduled for the 12th, 19th and 26th stay there, marked as scheduled, forever — nothing goes back and clears them. We were adding those up, so the forecast promised money that was never going to arrive. It was not a rounding error: across July, charges attached to ended, frozen, or autopay-off memberships collected between 2% and 6%, against 95.6% for charges on live memberships — and they averaged $6,700 per salon per month.

What this changes for you:

  • Your Autopays Remaining figure will drop, most visibly at the start of a month when the whole month is still ahead of you. Nothing has been lost — the number you were seeing before included money that could not collect.
  • The new figure is a forecast you can plan against. Charges on live memberships collect at better than 95%.
  • Money already collected is unaffected. Only the forward-looking forecast changes.
  • A membership that ends mid-month keeps the autopays that were scheduled before it ended. Only charges dated on or after the end date are dropped.

This applies everywhere autopay totals appear: the Autopays Tomorrow and Autopays Remaining tiles on the Sales Dashboard, the Autopay Remaining column on the systemwide reports, and the Next AutoPay columns on the Member Report — a member showing as Terminated will no longer be given a next autopay date.

Failed autopays are handled separately. The Front Desk failed-autopay list is a call list, not a forecast, so it keeps every genuine decline. It now hides only the declines belonging to memberships that were already cancelled or frozen — those clients are gone, and calling them was wasted effort.

Frenchies and Bishops locations already worked this way; this brings The Lash Lounge in line.

Retention %: maturity window extended to 90 days​

Retention % now measures the guests each stylist served 90 days before your date range, up from 60.

Retention % answers whether a stylist's guests actually come back to that stylist. Because a guest served last week hasn't had a fair chance to return yet, the number is never computed on the dates you pick — it's computed on an earlier, matured window, and then shown alongside that period's sales and visits. That maturity buffer has moved from 60 days to 90 days. Both ends of your date range shift back by the same 90 days, so the window keeps the length you picked — select 1–30 June and Retention % now measures the guests served 3 March – 1 April, where before it measured 2 April – 1 May. Every one of those guests has had a full three months to come back or get a future appointment on the books, which better matches how far apart real lash appointments fall.

What this changes for you:

  • Retention % will shift when you next open the dashboard, because it's now reading a different (earlier) month. This is a change in the measurement window, not in anyone's performance.
  • The rest of the row — sales, visits, per-visit figures — is unaffected and still reflects the dates you selected.
  • The definition itself is unchanged: a guest counts as retained if they came back for another visit with the same stylist, or have a future appointment on the books with them. There is still no deadline by which they must return.

This applies everywhere Retention % appears: the Average Stylist Sales table on the Sales Dashboard, and the Revenue by Employee report. See Retention % for the full definition.