Before you begin
Ensure to enable the report for the user role from Admin > System Settings > Security Settings > Select the user role > Click Report: Appointment Schedules > Select the Appointment by Referral checkbox.
View the Report
To track the appointment referrals, navigate to Reports > Appointment Schedules > Click the Appointment by Referral report.
The report can be filtered by location, referral name, appointment status, and date range.
The report provides the following key details:
- Booked Price: The actual price of the service. If the you use VAT to calculate taxes, this price will include the tax. Else, it excludes the tax amount.
- Sold price: The price after adding discounts or coupons (excludes gratuities or taxes).
- Referral Fee: The amount paid to the referrer. Note that you must close the cash register to view the amounts for the current date.