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Track how clients found you
Track how clients found you
In this guide, you’ll learn to create client sources to help understand your client base better.
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.
- From the main menu on the left of your screen, go to Settings.
- Click on the Business setup category to manage your business 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.
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.