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 when using
ADVANTAGE Salon Software
and Spa Software. Referrals are
just different ways to categorize the ways you get contacts. Use the setup screen to setup
all the different 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 The
system 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 button or select the UNDO
button to reverse changes.
It is not necessary to set up these client referral options to
use the basic functions of
ADVANTAGE Salon Software
and Spa Software.
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