Overview
This tutorial explains how to track client referrals
How to Enter A Custom Client Referral
- Create or Edit a Client
- Type in the custom referral
-
How to Select From a List Of Referral
- Create or Edit a Client
- Click on the Select Button
-
How to Select Another Client As The Referral
- Create or Edit a Client
- Click on the Select Button
-
How to Select A Marketing Campaign
- Create or Edit a Client
- 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.
- Click on Clients component
- Click on the Settings tab
- Click on the Customize Client Fields button
- Uncheck the Enable Referral Field checkbox
How to View the Referral Summary Report
- Click on the Clients component
- Click on the Reports tab
- 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
- Click on the Clients component
- Click on the Reports tab
- 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
How to View Marketing Campaign Sales
To view the marketing campaign referral sales do the following
- Click on Clients component
- Click on the Settings tab
- Click on the Manage Marketing Campaigns button
- Edit the desired marketing campaign
- Click on the Statistics tab