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Referrers and Sources Report

Austin Written by Austin
... on a nifty November day.

📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?
Tips and Tricks

The Referrers and Sources Report compiles marketing Referrers and sources for new Clients and Cases.

What can you use this Report for?

Generate this report to compile ROI on marketing strategy and campaign and compare referrers details to identify trends..

Filters and Options

Filters Description
Date First Client’s booking within the date range.
Locations Location of the first booking.
Secondary Cases If ticked, referrers added to new Cases for existing Clients will be displayed.
Group Client Referrals If ticked, all Clients referred by a Client will be listed under “Patient Referrals”.

What is displayed in the report?

  • The table displays each referrer or source in a row with the number of new Clients and Cases.
Column Description
Referrer Referrer or sources name as set in the account.
Type Type or Referrer (Client, Standard or Third Party)
Postcode Postcode of Referrer’s address in the Account for Third Party and Client referrals
New Clients Number of New Clients for whom the referrer has been added in the Case as the referrer (for Marketing) who had an appointment within the date range.
New Clases Number of New Cases in which the referrer has been added as the referrer (for Marketing) whose first appointment was within the date range.

Tips and Tricks

Click on the Referrer to expand the section and see more details for each Client such as Client’s name, Case title, Provider seen, date of first appointment and more details.

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