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How to Add a New Referral Source

Add a new Referral Source in Event Temple as an Admin. Choose which organizations can access it, and update your list of referral sources to track how clients found your business efficiently.

Updated yesterday

Only Admin Users can add new Referral Sources in Event Temple. If you are part of a Chain, you can choose which Organization(s) have access to the new source.

Steps:

  1. Go to Settings.

  2. Select Fields > Referral Sources.

  3. Click + New Referral Source.

  4. Enter the new Referral Source under Value Name.

  5. Choose All Organizations or select specific Organization(s) to grant access.

  6. Click Create to save.

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