📝 Overview
Marketing campaigns can be used to track the effectiveness of your clinic's sponsored ads or to identify how new clients are finding you — whether through social media platforms like Facebook or Instagram, or other referral channels. Tracking these campaigns helps you identify where most of your referrals originate, so you can make informed decisions about where to invest your marketing budget.
⚙️ How to Manage Marketing Campaigns
Marketing campaigns are managed in Settings under Configuration. Once created, a campaign can be associated with specific appointments.
Click the arrow to learn how to manage marketing campaigns
Click the arrow to learn how to manage marketing campaigns
How To Create a New Campaign
Click Setting
Click Configuration and select View Marketing Campaigns
Click the ➕ button on the top right
Complete the form that appears, including the Title and campaign Cost if available, then click Save + Done
How To View & Edit Existing Campaigns
Click Settings
Click Configuration and select View Marketing Campaigns
Select Edit or Delete to the right of the marketing campaign. Fill out the form that appears and click save
⚠️ Deleting a campaign will remove it from the active campaign list. Appointments that were previously associated with the marketing campaign will continue to appear in reports.
🔗 How to Apply a Referral Source
Referral sources — including clients, contacts, companies and marketing campaigns — are assigned to individual appointments at the time of creation, during editing, or at check-in.
Click the arrow to learn how to apply a referral source
Click the arrow to learn how to apply a referral source
Within the Referred By field, simply begin typing the name of the individual or marketing campaign that generated the appointment and select it from the list.
💡 A client's profile will also display their referral source. By default, this reflects the referral source used when the client's first appointment was created. You can update this at any time by editing the client's profile.
💡 To learn how to add contacts or companies to your account as referral sources, click the button below.
📊 Referral Source Report
The Referral Source Report provides a summary of appointments, appointment value, and return on investment (ROI) for each referral type within a selected date range. Inactive marketing campaigns are displayed in a separate section of the report. This report helps you evaluate who is sending you business and measure the effectiveness of your marketing campaigns.
The report is found in the Reports Module under the Schedule tab.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions.
Click the arrow to view frequently asked questions.
Can I track referrals from sources other than marketing campaigns?
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Click the arrow to see the answer
Yes. Referral sources can include existing clients, contacts, and marketing campaigns. When creating or editing an appointment, simply begin typing the name of the referral source and select it from the list.
Where do I associate a referral source with an appointment?
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Click the arrow to see the answer
Referral sources can be assigned when an appointment is first created, when it is later edited, or at the time of check-in.
What happens to a client's referral source if I update it later?
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Click the arrow to see the answer
By default, the referral source displayed on a client's profile reflects the one used when their first appointment was created. You can update this by editing the client's profile directly.
Will deactivated campaigns still appear in reports?
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Click the arrow to see the answer
Yes. Inactive marketing campaigns will continue to appear in a separate section of the Referral Source Report, so historical data is not lost.
Where is the Referral Source Report located?
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Click the arrow to see the answer
The Referral Source Report is located in the Reports Module, under the Schedule tab.