NP & Refferals Report Tweaks

Show clients who have no referral option, and show Toptal visits so we can determine the value of the referral source. i.e do Google referrals have an average attendance of 10 sessions, while personal referrals have 20, and social referrals have 7?

Currently, there isn’t really a report to evaluate the value of leads. We have a structure that assigns each lead a specific appointment type (prefix) and a slight discount to force the booking type (e.g., social leads, Google leads, event leads). However, there is no way to report on their value on the reports but this report tweaked would really help

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

7 months ago

Author

Niall Marshall-Manifold

Subscribe to post

Get notified by email when there are changes.