This report gives you details about the collections made from referrals during a time period.

Important: This report does not count guests whose referral field is blank or not set in their Zenoti profile.

This article contains the following sections:

Navigation

To run the report, follow these steps:

  1. Select the center.

  2. On the main menu, click the Reports tab.

  3. In the left-hand side menu, click Finance.

  4. From the filter, select Collections by referral.
    The report opens in a new tab.

  5. Select the required filter criteria and click Refresh.

    The report is generated based on the selected filters.
    Notes:
    – To export the report, click the Excel or CSV icons.
    – To view the report in fullscreen mode, click the Fullscreen icon.

Filter Criteria

Filter Name

Options

Description

Duration

  • Yesterday

  • Today

  • Last 7 days

  • Last 14 days

  • This Month

  • 2 Months

  • 3 Months

  • 6 Months

  • 1 Year

  • Custom

Enables you to select the day or date range on which the collection was made.

Column Descriptions

Referral Source

The channel from where the new guest learned about your services.

New Guest Count

The number of new guests who visited the center from the referral source and made payment in the selected duration.

Important: If a guest visits the center multiple times on the same day, Zenoti considers only one visit for that guest in this report.

New Guest Collection

The amount collected from the new guests who visited the center using the referral source in the selected duration.

Existing Guest Count

The number of existing guests who visited the center using the referral source and made payment in the selected duration.

Important: If a guest visits the center multiple times on the same day, Zenoti considers only one visit for that guest in this report.

Existing Guest Collection

The amount collected from the existing guests who visited the center using the referral source in the selected duration.

Total Guest Count

The number of guests from the referral source and made payment in the selected duration

Important: If a guest visits the center multiple times on the same day, Zenoti considers only one visit for that guest in this report.

Total Guest Collection

The amount collected from all guests who used the referral source in the selected duration.

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