📍 Step 1: Go to the Bookings Page
From the left-hand menu, select Bookings.
The Bookings List will display all bookings in your account.
💡 Tip: You can switch between different views (e.g., Leads, Definite, or All) depending on what you want to review.
🔍 Step 2: Add a Filter for Referral Source
Click ➕ Add Filter at the top of the Bookings List.
From the Filter dropdown, select Referral Source.
Choose Unspecified.
Click Apply to update the list.
✅ The list will now display only bookings with no Referral Source assigned.
💾 Step 3: Save the View (Optional)
If you’d like to reuse this filter in the future:
Click the 💾 Save View icon.
Name your view (e.g. No Referral Source).
Save it for quick access anytime from the View dropdown.
📤 Step 4: Export Your List (Optional)
To export the filtered list:
Click Export → CSV in the top-right corner.
The exported file will include all bookings currently visible in your filtered view.
🛠 Next Steps
Review the bookings shown and update their Referral Source under each booking record when the information is available.
This helps keep your reporting accurate and ensures your Referral Source reports reflect complete data.
