How do I track client referrals?
Posted by on 10 February 2012 01:13 PM

Go to the “Clients” tab and select the name of the client that was referred. Type the referral client’s full name in the “Referred By” field found in the “Personal Information” section. You can also add a “Referred By” field to the booking form under Settings / Booking Fields.

In the day or week calendar view, select any of the client’s bookings and go to the “History” section to display the referral stats.

Consider that Michael Smart is a client of yours.  Sally Brown books with you but records the referral as Mike Smart. The Referred By will show in the client list as Mike Smart, but in the Stats, Michael Smart won't get credit because there is not a client name match.