How do I add a new Client Source?

This article will show you how you can add and edit your Client Sources, which appear on a client profile under 'Where did they hear of us'.

Go to Manager > Categories > Sources

Select Sources to view your list.


Here you will see a list of your existing client Sources. You can edit an existing source by click the name of the source, or you can click Add to create a new one.

Add or edit the name of the Source, then click Save to finish.


Applying a Client Source

Once you've created your sources, you can apply them to a client profile under the Where did they hear about us section.

 Next Steps!

You may want to eventually run a report to get some data on the source of your clients. Click here for a guide on how to do that.

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