Overview
When a client is referred to a business, knowing and tracking that information can be valuable. When adding a new appointment or within every Client Profile, the business can assign how that particular client was referred. Then in the Referral Sources report, the revenue generated from specific referral sources can be seen.
Creating the Referral Sources List
Before they can be assigned on a Client Profile, the list of referral sources must first be created at the main business level. To create the list:
Head to the main business gear icon then select Referral Sources on the left
Click New Referral Source
Type in the name of the source
Click Create Referral Source
Assigning Referral Sources When Adding a New Appointment
Click New Appointment and fill in all details as you normally would schedule a client
Before clicking Complete Booking, click the Referral Source drop down to select how this client was referred. If they were referred by another client, you can search for that client's name.
Assigning Referral Sources from the Client's Profile
Open the individual Client Profile
Under Contact Info locate Referral
Select the dropdown menu then click the referral type
Click Save Changes
Referral Sources Report
The Referral Sources report specifically references clients who completed appointments during the selected date ranges and who have been assigned to a Referral source in their Client Profile. The Referral Source report specifically shows:
Referral Source - as assigned in the Client Profile
Client Count - clients tagged with the referral source
Service Count - services performed
Service Revenue - income generated from service sales
Product Unit Count - products purchases
Product Revenue - income generated from product sales
Tip Revenue - included gratuity
Avg. Order Value - average ticket cost
Head to the Reports tab then select Referral Sources from the list on the left
Filter by date as you would any other report
