Referral Sources are used to track how your new clients were attracted to your business, such as through a web search, advertising, word of mouth, etc. This is helpful for marketing purposes.
Applying a Referral Source to a Client happens in Client Admin> Settings.
Tip: When you use Referral Source, you can do the following:
- Run the Schedule Stats report, which displays the value of the services scheduled from each Referral Source by date range selected.
- Filter Clients List by "Referral Source" and email clients in bulk.
- Filter Clients List by "Referral Source" to see how many clients found your company that way.
How To Set A Client's Referral Source
Navigation: Clients > access a client account > Client Data > Client Admin > Settings
- Select the Referral Source from the dropdown.
- Click "Update."
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