Summary
Tracking monthly variations in your Recurring Customers is easy using the Appointment Export. This guide walks you through how to properly prepare your data and compare customer activity across months.
Important
You must select at least the Customer Full Name and Service Frequency fields and choose the timeframe for the specific month you want to analyze.
If you need help generating an Appointment Export, refer to the article below.
This process works best when the export is opened in Google Sheets.
Using ChatGPT to Automatically Create The Report
After generating your monthly Appointment Export(s):
1. Upload each CSV file to ChatGPT.
2. Ask ChatGPT to remove duplicates, identify recurring and one-time customers, count total recurring customers, and highlight customers gained or lost between months.
Example Prompt
"
Create one multi-month comparison from appointment exports.
Input:
* Upload one CSV export covering multiple months.
* It must include Customer Full Name, Recurrence, and Appointment Date.
Cleaning:
* Remove duplicate rows within the export.
* Normalize names (trim spaces, casefold).
* Keep only recurring customers per month.
* Recurring rule: use Recurrence flag, or count ≥ 2 if numeric.
Output in chat only.
Do not create downloadable files.
Comparison table:
* Column 1: All unique customer names across all months.
* One column per month in the export.
* Each month column shows Yes/No for recurring in that month.
Summary after the table:
* Total recurring customers for each month.
* For each month after the first:
* Customers gained = recurring this month, not recurring previous month.
* Customers lost = recurring previous month, not recurring this month.
"
Manually Creating The Report
Open Your Export in Google Sheets
Upload and open your CSV in Google Sheets for easier sorting and cleanup.
Remove Duplicate Customers
Some customers may appear multiple times if they have more than one appointment in a month. To avoid this, ensure each customer appears only once:
1. Go to Data → Data cleanup → Remove duplicates.
2. Confirm the cleanup to remove repeated entries.
Sort Customers by Name
Sorting helps group recurrence types together before filtering.
1. Select all rows.
2. Go to Data → Sort range → Advanced range sorting options.
3. Choose Column B (Customer Full Name).
4. Click Sort.
Remove Non-Recurring Customers
You’ll now filter out customers who are not recurring by:
1. Scanning the Recurrence column.
2. Selecting and deleting:
All One-time customers
All Blank recurrence values
3. You now have a clean list of Recurring Customers for that month.
4. Repeat the full process for every month you want to compare.
Repeat for Each Month
Once you have the final count of Recurring Customers for each month, you can measure:
Gained Customers (newly recurring)
Lost Customers (no longer recurring)
Total Monthly Recurring Customers
Changes Month-Over-Month
Keywords
Recurring Customers
Gained Customers
Lost Customers
Customers Comparison
How To Compare Months For Gained/Lost Recurring Customers Using The Appointment Export
Track Monthly Variations
Appointment Exports
Customer Data Analysis
Export Appointments
Compare Recurring Customers
Customer Full Name
Recurrence Fields
Google Sheets
Remove Duplicates
Data Cleanup
Sort Customers By Name
One-Time Customers
Blank Customers
Delete Non-Recurring Customers
Compare Recurring Customers For Each Month