See who sends you clients
See each referrer's enquiries, consults and new clients.
Team members who can read reports ยท 2 min read
Steps
- Record who referred someone when you add a lead, or under Referred by when you edit a contact.
- Open Reports, then Referrals, and choose the dates.
- Read each referrer's enquiries, consults booked and attended, and how many became clients.
Check it worked
The referrer you entered appears as a row, with the person counted under Enquiries.
Common questions
A referrer shows up twice
Different spellings count separately, although capital letters do not matter. Edit the contacts so the name matches.
Open the referrals report (sign-in required)