How to Select From a List Of Referral

1. Create or Edit a Client
2. Click on the Select Button

How to Select Another Client As The Referral

1. Create or Edit a Client
2. Click on the Select Button

How to Select A Marketing Campaign

1. Create or Edit a Client
2. Click on the Select Button

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:

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.

1. Click on Clients component
2. Click on the Settings tab
3. Click on the Customize Client Fields button
4. Uncheck the Enable Referral Field checkbox

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

What is the Referral Summary Report

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

• total number of clients referred
• total sales, total income, and outstanding balance
• total booked sessions/events/appointments
• total invoices and payments
• A list of all of the clients
• A list of all of the sessions/events/appointments
• A list of all of the Invoices

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

What is the Detailed Referral Report

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

• total number of clients
• total sales, total income, and outstanding balance
• total booked sessions/events/appointments
• total invoices and payments
• A list of all of the clients
• A list of all of the sessions/events/appointments
• A list of all of the Invoices