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How to Track Client Referrals

Updated

Overview

Keeping track of where your business is coming from is very important.  This tutorial will explain how to track referrals in StudioCloud for clients and prospective clients, as well as marketing campaigns.

Table of Contents

  1. Tracking New Client Referrals
  2. Viewing the Detailed Referral List
  3. Viewing the Referral Summary Report
  4. Entering a Custom Client Referral
  5. Selecting From the List of Custom Referrals
  6. Selecting Another Client From the Referral
  7. Hiding the Client Referral Field
  8. Selecting a Marketing Campaign as a Referral

How to Track New Client Referrals

  1. Create or edit a client 
  2. Click the Select button below the Referral header 
    1. Referral Select.png
  3. Select one of the following tabs:
    • Marketing Campaigns
      • This option is used if the client came from a marketing campaign
    • Clients
      • This option is used to track if the client came based on a recommendation from another client
    • Custom Referrals
      • This option is used if the client came from a different source than a client or a marketing campaign

How to View the Detailed Referral List

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click on the View Referral List button 
    1. VRL.png

The detailed referral list provides a breakdown of all of the referrals combined together in the specified time frame. Specifically, it provides the following information:

  • Tracking the various types of referrals and the total number of clients referred by each referral
  • Tracking the total sales, total income, and outstanding balance for all referrals
  • Tracking the total booked sessions/events/appointments for all referrals
  • Tracking the total invoices and payments for all the referrals
  • A list of all of the clients and their referral source
  • A list of all of the sessions/events/appointments and their referral source
  • A list of all of the Invoices and their referral source

How to View the Referral Summary Report

  1. Click on the Clients component
  2. Click on the Reports tab
  3. Click on the View Referral Summary button 
    1. VRS.png
  • The referral summary report provides a summary of each referral type. If you click the View Details button it will give you the following information for just that referral.

How to Enter a Custom Client Referral

  1. Create or edit a client
  2. In the Referral box, enter the desired custom referral 
    1. Custom Referral 2.png
  3. Click Save

How to Select From the List Custom Referrals

  1. Create or edit a Client
  2. Click the Select button beside the Referral box 
    1. Select 2.png
  3. Select the Custom Referrals tab
  4. Select the desired custom referral

How to Select Another Client from the Referral

  1. Create or edit a Client
  2. Click the Select button beside the Referral box 
    1. Select 2.png
  3. Select the Clients tab
  4. Click on the Search For Client button
  5. Search for and select the desired client
  6. Click Save

How to Hide the Client Referral Field

By default, the client referral field is always shown. If you would like to hide the field do the following steps:

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click on the Customize Clients Fields button
  4. Uncheck the Enable Referral Field checkbox 
    1. Hide_Referral_Field.png
  • Note: If the client has a referral entered into the referral field the field will automatically be shown even if you have hidden the referral field

How to Select a Marketing Campaign as a Referral

  1. Create or edit a Client
  2. Click the Select button below the Referral header
  3. Select the Marketing Campaigns tab
  4. Select the desired marketing campaign 
    1. Select_Marketing_Campaign.png