Referral source at booking for new clients
If new client is booking online for the first time, prompt them for referral source for reporting purposes.
29
votes
Jillian Cherry
shared this idea
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Sal Misseri
commented
it would be extremely helpful to have the referral source at the time of booking because it is commonly overlooked because you have to go back into the client profile after booking
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Jozlyn Miller
commented
Colorbar is asking if there could be an option for the client to add in a referral source during the time of the online booking process as opposed to it needing to be manually added in by staff.
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Ashlynn Sherrod
commented
this should be on the confirmation screen that pops up, its not in our face to even remember to ask clients and after booking taking a whole other step to go to their file will definitely get forgotten more often than not. let me know if that makes sense