To record details on how new client found the clinic

There are many ways that clients can potentially find out about veterinary clinics where they become new clients. Identifying this for each new clients can help build information about the effectiveness of your advertising and promotion and provide guidance on how much value you get from each of these channels

This can be done by setting up a Client Custom Field called (for example) Introduction then entering the options. eg: Word of Mouth, Internet, Advertising, Walk in. Yellow pages could be another.

To set up a Custom Field

1. Go to Main > Maintenance > Lookup Lists > Client Related Lists > Custom Fields > Insert
2. Enter the Field Name (e.g. Introduction)
3. Select Client Field
4. Select Field No (1-4)
5. Enter the options for the dropdown list in the Add to list field.

   

When a new client is entered into the database the custom field (on the Settings tab in this case) asks for the Introduction.

Once selected, the appropriate reference is displayed in the Client Custom Field and is available for Marketing Searches.

To run the Marketing Search

1. Go to Clients > Marketing > Marketing Schedule > Insert > Client > First Visit Field
2. Enter the date range you require.
3. Click Run.

   

Results

The results are displayed on the Marketing Search Results window.

Click Custom to access more information on these clients and to export the information to Excel.

If you choose the above options and do not select Send to Excel, a report showing the join date and the information you require showing how the client 'found' your clinic can be printed or displayed.