Referral Reasons

Define the referral methods you want to track, such as Google, Instagram, TikTok or a special newspaper ad—there are no limits. You can also set an option to select an existing Customer as the referral source.

To access this feature, use the search bar in the top banner and look for “Customer References”

Create a New Referral Method

1. Click Create
2. Add Name
3. Select Yes for Required Customer only for the 1 referral method that points to existing customers. All of the other methods leave no selection.
4. Click Save