Track how clients discover your business
In this guide, you’ll learn to create client sources to help understand your client base better.
In this article
How client sources work
Client sources help you track how clients discovered your business. They appear in each client’s profile and in the Client list report, giving you insight into which channels bring in the most clients. There are default sources already like Marketplace, Walk-in, and Book now link, but you can add new ones anytime.
Add a new client source
- From the main menu on the left of your screen, go to Settings.
- Click on the Clients category to manage your client source settings.
- In the left menu panel, select Client sources to view and manage your list of sources.
- In the top right of the sources list, click on the Add button to create a new source.
- In the Add client sources view, enter a Client source name.
- Click on the Add button in the top right to save the new source.
Once saved, the new client source will appear in your list and can be selected when updating a client’s profile. You can edit, delete, or reorder sources by clicking on Actions next to the source.
Adjust the client source in a profile
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Select a client from your client list to open their profile.
- In the left panel of the client view, click the Actions button and select Edit client details.
- In the Edit client view, scroll down to Additional info to adjust the client source.
- Under Client source, use the drop-down to select another source.
- Click on the Save button in the top right to update the client's profile details.
Once saved, the updated client source is reflected in the client’s profile and client reporting.
Reporting on client sources
Client sources appear in your Client reporting to help you understand where your clients are coming from. This insight makes it easier to track which sources bring in the most clients.
FAQs
Default client sources, shown with a padlock, cannot be edited or removed because they are automatically triggered when a client books through specific channels.
When a client source is renamed, this will automatically update the client's profile if they have been previously assigned to that source.
Yes, you can update the source for any manually added client at any time. Default sources, which appear with a padlock, are automatically assigned and cannot be changed.