Referral Source

Referral Sources can be set up as a preset list of up to 6 referral sources that staff can choose from at point of sale to speed up the process, or alternatively the referral source can be manually entered.

How to create a preset referral source list

  1. From the main menu strip at the top, go to Setup > Preferences > Checklist & Referral Sources
  2. Check the 'Show referral source prompt' checkbox.
  3. Under the Referral Sources sub-heading, enter up to 6 of the most common referral sources.
  4. Click Save Changes.

When adding a new customer via the Sales screen, you will be prompted with a screen to choose the referral source.  Either select an option then Save, or select 'Other' and manual enter a referral source or choose from a previously entered referral source via the dropdown.

Note: Referral Sources can also be set via the customer details screen.


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