Feature ideas

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11
votes
Answered

Change "Referral Source"

11
votes

Have the option to change the Referral Source if needed. 

I personally have a lot of people I refer to my online booking, but I want to be able to change it if it came from a networking event or from other sources.

If they booked online and weren't previously on my client list, they get locked into "Book Now Link" and I'm not able to change it.

Please switch that. <3

1 comment

  • Jiny Green,

    Thanks for the suggestion. We can definitely see how that would be helpful so we'll keep tracking votes for it. 👍

    For now, we'd recommend using the Client Notes to keep track. Here's our guide on How to Add Client Notes 

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