Creating a Referral Source


Adding Referral Sources

Referrals are a very important way for a spa or salon to obtain new guests. Several organizations rely heavily on a referral program to obtain new guests. Capturing the right referral source when a new guest walks into a spa or salon is critical in knowing what is bringing new guests to your center. You can create referral sources from the Admin mode, which is used to track guest referral when booking appointments from the Appointment Book. Perform the following steps to create referral sources:

  • Click Referrals under Resources in the Admin mode.


  • A list of existing referral sources in the current center display. Search for an existing referral or export the list of referrals to Excel, PDF, or CSV using the export icons.  Click the Add Referral button to the right to create a new referral source.


  • Enter a name for the referral and description, if any. Click Save. The front office can now use this referral option to capture guest referrals when booking appointments in the Appointment Book.


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