Referral Source
Updated 1 year ago
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
- From the main menu strip at the top, go to Setup > Preferences > Checklist & Referral Sources.
- Check the 'Show referral source prompt' checkbox.
- Under the Referral Sources sub-heading, enter up to 6 of the most common referral sources.
- 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.