When to create the report

Create as often as needed. This report is often used in conjunction with a referral and reward program

How to create the report

1. From the SalonBiz/SpaBiz menu bar, click on the "Report" icon.
2. Click the "Open" button.
3. Select "Referral and Reward" in the "Report Sub-Category" field.
4. Select the "Detail Customer Referral List Report."
5. Enter the beginning date and ending date for the report

What it tells you

The report provides you with information on the following areas:

• New Customer - name of the new client that was referred to your business
• Referral Date - date they were referred into the location
• First Visit - date the new client experienced a service (ticket was processed)
• Total Visits - total number of visits by the new client
• Reward Date - date you rewarded the existing client, if applicable
• Referred by - referral type that was chosen in the new client's file
• Reason - referral reason that was chosen in the new client's file

How it's used

This report is used to calculate the number of new client referrals given by an existing customer.