SELECT FROM THE MENU
BAR CLIENT THEN SETUP THEN SETUP CLIENT REFERRALS
Client Referrals is the way you can track
your source of new customers in ADVANTAGE
Salon Software and
Spa Software. Referrals are
the different ways to categorize how you get clients. Use the setup screen to setup all
the types of referrals.
An
example of client referral is Newspaper Ads, New Request, Repeat Request, or Walk-In.
n Use
the new referral button to add a referral and the edit and delete buttons to edit and
delete referral.
n
ADVANTAGE Salon Software
and Spa Software will warn you if you are deleting a referral that is used in a client record. If you edit a referral type, all clients with that
referral will also be edited to the new referral.
Make sure you
select the Save Changes button to save your
changes or select the Undo Changes button to
reverse changes.
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