View the Guest Referral Effectiveness report to know which existing guests are bringing new guests to your business. You can view details such as referrer and referee awards, accrual and redemptions of these awards, and the number of guests referred by each referrer.

Note: Referral rewards - discounts and gift cards, are treated differently in terms of redemption.

  • Discounts: A discount is considered as redeemed only after a guest avails the discount.
  • Gift Cards: A gift card is considered as redeemed as soon as it is awarded to a guest.

Navigation

  1. Navigate to the Reports tab and click Try the New Version.
    The Reports Dashboard appears.

2. Search for and open the report.
The Guest Referral Effectiveness report opens in a new tab.

3. Select the desired filters.
Note: You can view the report only for the centers you have access to.

4. Click Refresh.
The report is generated based on the selected filters.

Buttons in the report

Filter Criteria

Filter

Options

Description

Date

  • Yesterday
  • Today
  • Last 7 days
  • Last 14 days
  • This Month
  • 2 Months
  • 3 Months
  • 6 Months
  • 1 Year
  • Custom

Lists the date or date range for which the report can be generated.

Center

  • All
  • List of centers

Lists all the centers.

Column Description

Columns

Column Descriptions

Guest Name

The guest making the referrals.

For example, Adam Smith.

# of Guests Referred

The number of referrals from this guest.

For example, if Adam Smith has referred four new guests, say in 1 month, this column shows 4.

Sum of Referred Guest Invoices

The total amount from closed invoices for referrals made by this guest during the selected time period.

For example, if Adam Smith has referred four new guests, of which two invoices are closed with a total amount of $500, this column will show $500.

Redeemed Value of Referee Discounts

The value redeemed by the referred guests from referral discounts.

For example, if Adam Smith referred a new guest Alice, and Alice received a $10 discount from the referral, this column will show $10.

Redeemed Value of Referrer Discounts

The value redeemed by this guest from referral discounts.

For example, if Adam Smith referred a new guest Alice, and Adam received a $15 discount for making the referral, this column will show $15.

# of Guests Referred to Other Centers

The number of new guests this guest has referred who used the referral code at centers other than this guest's base center.

For example, if Adam goes to center A and referred Alice, but Alice uses the referral code at a different center B. If Bob is the manager of center A and he generates the report, he will see 1 in this column.

Accrued Value of Referee Giftcards

The total value of the gift cards that the referred guests received from the referral program.

For example, if Adam Smith referred a new guest Alice, and Alice received a $10 gift card from the referral, this column will show $10.

Accrued Value of Referrer Giftcards

The total value of the gift cards that this guest received from the referral program.

For example, if Adam Smith referred a new guest Alice, and Adam received a $15 gift card for making the referral, this column will show $15.

Base Center

The base center of this guest.

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