Referral Sources by Location

Hi there,

Referral sources can now be assigned to specific locations, so each branch tracks only the marketing channels that apply to it.

What's New:

• Each referral source can belong to all locations or to selected locations.

• A location picker in the Add and Edit referral source window.

• A location filter at the top of the Referral Sources list.

How to Use It:

• Go to Settings → Referral Sources.

• Click Add Referral Source, or edit an existing one.

• In the location field, keep All Locations or pick the locations where this source applies, then save.

• Use the location selector above the list to see the sources of one or more locations.

Benefits:

• Location-specific channels (local ads, venue partners, regional shows) stay where they belong.

• Cleaner, shorter lists for your team.

• More meaningful referral reporting per branch.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].