Managing Referral Sources

Modified on Sun, 20 Nov, 2022 at 1:50 PM

Referral Sources are used to identify how new clients were attracted to your business. For example did they find you through a web search, advertising, word of mouth, etc.


Tip: Referral Sources are used in the Schedule Stats report, they display revenue from each Referral Source by date range selected.

How To Add New Referral Source

Navigation: Admin > Supporting Data > Referral Source

  • Click "+New."
  • Enter a description in the Name field.
  • Click "Create Type."

Add a referral source to your pet sitter software

How To Edit the Name of a Referral Source

  • Click on the Referral Source name.
  • Edit the description in the Name field.
  • Click "Update."
Note: When you edit a Referral Source, Clients previously coded to that Referral Source will update to the new Referral Source Name. To prevent changing historic data, it might be better to add a New Referral Source (see above) instead.

Amend a referral source to your pet sitter software


How To Delete a Referral Source

  • Click on the "Referral Source" name.
  • Click "Delete."
Warning: You can delete Referral Sources at any time. If you delete a Referral Source you will no longer be able to identify clients who were assigned the Referral Sources you have deleted.

Delete a referral source in your pet sitting software


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article