Overview
The Referrals dashboard shows how your Referral Rewards program is performing: how many friends signed up through a client's link, how many became successful referrals, and the visits and sales they brought in.
A referral is successful when the friend makes a visit or purchase that earns the referring client their referral reward.
Before You Start
You need Administrator or Finance access to the Admin Panel.
Open Referrals from the Reports section of the left-side navigation.
Until a client shares a referral link, the page shows setup tips and a button to set up or review referral rewards instead of data. See Referral Rewards overview (Admin Panel).
Step-by-Step Instructions
Open the Referrals dashboard
Log in to the Admin Panel.
Click Referrals in the Reports section of the left-side navigation.
Click Filters at the top right to choose a Date Range and Location. The dashboard opens on All Time and all locations. Use Presets to save filters you use often.
Read your results
Since your first referral: all-time Clients gained, Visits by referred clients, Sales from referred clients, and Estimated lifetime value. Select a number to chart its running total. This band appears once a friend has signed up through a client's link.
In this period:New sign-ups from referrals, Successful referrals, Waiting on first visit, Estimated lifetime value, Sales so far, and Visits so far, with a comparison to the period before.
Referral activity:Links shared, Link opens, Friends signed up, and Visited or purchased.
Referrals by month (or week or day): Signed up and Visited or purchased over time.
Top referrers and Live activity: your most active clients and what clients and their friends are doing right now.
Review who referred who
Scroll to Who referred who.
Under Show referrals as, choose Referrals to list each friend, or By referrer to list each referring client.
Filter by All, Successful, or Waiting, or use Search a client.
Click Export CSV to download the list, or click a name to open that client's profile.
Common Mistakes and FAQs
Q: Why did Links shared and Link opens disappear?
A: Shared and opened links belong to your whole practice, so they are hidden while locations are selected.
Q: How is Estimated lifetime value calculated?
A: It estimates what referred clients will spend over the years they stay, based on your practice's average spend per visit, visits per year, and years a client stays.
Next Steps and Support
Need help? Email support@repeatmd.com