Tracking Referral Sources helps measure the success of your sales and marketing campaigns by showing where your bookings come from.
Steps to Track Referral Sources:
When creating a Booking, select the appropriate Referral Source in the booking details.
After the booking is created, the Referral Source will appear under Additional Information.
Use reports such as the Booking List Report or Booking Graphs to analyze the data.
Additional Information:
Referral Sources must be set up by a System Admin.
They can also be added as a question on Intake Forms.
Custom Views and Custom Reports can help track and report on referral data more effectively.