Referral Tracking
Hey folks! Thank you for your feedback!
With this week's launch of the client referral program, it's easier than ever to set up rewards and track your clients' referrals! As a part of this update, we've added a new report called the Referral Program Leaderboard, which allows you to see each clients' referrals, the value those referrals have brought to the business, and the rewards you've given the existing client for their referrals. Get started today or check out the changelog post to learn more. Thanks for your feedback!
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Andrea Valle commented
YES!!! I second this!!! Please we need a better way to track referrals. It would be nice to see all the referrals that the client referred!
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Brooke Jordan commented
It's great that we can add a client's name as a referral source but the new client's name should ALSO be in the existing client's user profile so we can get a sense for all the people they've referred. They should be connected on both profiles.
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Alexa Erickson commented
The business would like the ability to view how many clients are referred by a specific client. They would also like to be able to report on how many clients have been referred by a client. They would also like the ability to view this on the profile, not just reporting.
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Janis & Avery xx commented
We are able to run reports to see numbers for tags, and group by date, but if we want to know which clients were referred by a specific source, we can't click into the number value to generate a list of which clients they brought in.
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Richelle Oslinker commented
If someone is referred by a friend, being able to pull a report of all referral information including the referees.
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Jamie Kim commented
I would like a list of names of people who are referral sources, and the names of all the accounts that they are tied to. The only way to do that now is if I click one by one the list of names as referral sources and download the list of names that pop up.
I want to see total count of times someone has been a referrer, regardless if that referred client has booked yet and also see a list of all the names someone has referred us to.
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Ashlynn Sherrod commented
Giving us an option to not put an actual clients name in (I cant tell you how many people I had tp put that I referred them because the new client didnt know the person full name/spelling)
More importantly adding instagram as an option of how they found us