Setting a Client's Referral Source

Modified on Wed, 28 Sep 2022 at 02:07 PM

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."
Add a referral source for how your client found you in dog walking software

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