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.