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How can I track Referral Sources?

Referral Source

Updated over 2 months ago

Related Questions:

  • Can I report on my Referral Source?

  • How do I know where my bookings are coming from?

  • Where are my leads coming from?

  • Referral Report

Answer:

One key piece of data you’ll want to track is where Bookings come from. This way, you can measure the success of your sales and marketing campaigns later and do more of what is working.

When creating a booking always include your Referral Source which is part of the booking details:

Once the booking is created the Referal Source will be shown under Additional Information:

You can then use the Booking List Report or Booking Graph to report on the data.

Additional Information:

Referral Sources are set up by your System Admin

Referral Sources can also be used as a question on Intake Forms!

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