Client reports

2 to check and send · 6 sites get a report each month
A short monthly report for each client: how their website did and what we did for them.How it works
  • Each report shows the site's visits, enquiries, where people came from and the care plan work done that month.
  • A site gets a report when it's live, linked to a client, and either has the visit counter added or a care plan. Set both on the site's page.
  • Nothing is sent to a client until you press Send on the report.
How a monthly report runs
  1. 1Drafted for youOn the 1st of each month, for last month. One per live site.
  2. 2Check itRead the summary and next month's plan. Change anything that isn't right.
  3. 3Send itIt goes to their portal and by email. You'll see when they read it.
October 2026: 2 still to draft
Larkspur Gin Co., Pemberton Yoga Studio
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal