Referral Details

What is This?

Create meaningful referral sources which can be used by front office to capture a new guest's referral source when booking an appointment. Review referral source report to track which referral source brings in the most number of new guests. Referrals associated with the current center display.

What Next?

  • Create a new referral source using the Add Referral button to the right.
  • Book appointments and choose the right referral source for a new guest.
  • Review the referral source report from Guests report in Loyalty\Marketing module.

Tips

  • Search for an existing referral source from the list.
  • Export the referral source list to other formats using the export icons.
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