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Referral sources

The "Referral sources" screen is for the sources clients come from. These sources are used in client records, marketing audiences, and some reports.

Where they are used​

  • in the client profile and client edit form;
  • as a filter in marketing campaign audiences;
  • in reports by referral source for clients and appointments.

What you can configure​

  • Referral name
  • Active referral source

Steps​

  1. Open "Referral sources".
  2. Choose "New referral source" or edit an existing one.
  3. Enter the name.
  4. Turn the active status on or off.
  5. Save the change.

Additional actions​

  • you can delete a source;
  • if it is deleted, you can restore it.

Important​

  • The name is required.
  • Referral sources can be selected in client records and used as a filter in audiences.
  • Referral sources also appear in reports by referral source.
  • This is not the same as "Referred by client". The referred client field is a separate relation between two client profiles.