Client Referral Sources on Orders

Hi there,

You can now have the Referral Source saved on a client profile automatically populate in all new orders for that client!

To enable this, go to your Order Settings → Additional Fields and turn on the option to Set Client's Referral Source To Order.

This helps ensure your referral tracking stays consistent and accurate across every transaction.

If you have any questions about enabling this option or adding referral sources to a client profile, please reach out to our team at [email protected].