In many studios the administrator works online: answers in Instagram, Telegram and Viber and books clients right there. A booking from Instagram DMs and one from Viber looked the same in the calendar — "Created in the CRM". Nobody knew how many people each channel brought.
Now a booking has a "Where the client came from" field.
How to mark it
In the new booking form, under the price, choose the channel:
- Instagram, Telegram, Viber, WhatsApp, Facebook, TikTok;
- phone call;
- walk-in;
- referral.
Don't know or doesn't matter — leave "Not specified". The field is optional.
Forgot to mark it right away? Open the booking: the same "Where the client came from" field is in the right column, and you can change it any time.
What gets marked automatically
If the client booked themselves through your online booking page, came from the waitlist, or the booking is part of a recurring series, the system already knows the channel. Such bookings don't have the field, and the card says how the booking appeared.
The "Where clients come from" report
Instagram ads cost money, and answering in Viber costs time. Reports has a "Where clients come from" card: for the chosen period, each channel shows:
- how many bookings;
- how many people came — without cancellations and no-shows;
- how many of them are new — their first booking with you ever;
- revenue from paid visits.
The key number is new clients. The total shows which channel your regulars find convenient; new clients show which channel actually brings people. A channel with many bookings and no new clients brings nobody — it's just convenient.
Online booking, recurring bookings and the waitlist show as separate rows — the system marks those itself.
The report is part of the advanced reports on the Salon plan.
To let clients book themselves with the channel marked automatically, send a booking link with a channel tag in the chat: A booking link in the chat.
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