<      Client Settings < Referral Source

 

Using Referral Types is a feature that helps track the success of any marketing / promotional / advertising campaigns that you have been running. It can also be used for looking at your Revenue report by referral source


How do I set the client's Referral Source?

ON DESKTOP:

Navigate to Clients > Client Admin > Settings

STEP 1

 

  • Click on the drop-down option and select the correct Referral Source for this client.

  • If you are not using PSP to monitor your campaigns, you should leave this setting at the "[not set]".

  • Click "Update" to save your changes.
     

Note: If the Tax Rate you require is not available, you can set up a new one in Admin > Supporting Data > Referral Types.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Client Admin" then tap "Settings".

STEP 3

  • Tap on the drop-down option and select the correct Referral Source for this client.

  • If you don't use referral types/source, you should leave this setting as "[not set]".

  • Tap "Update" to save your changes.
     

  • Note: If the Referral Source you require is not available, you can set up a new one in Admin > Supporting Data > Referral Types.

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