INTRODUCTION
Recording and reporting of referral sources
Analysing and understanding where your new clients are coming from is hugely important to most businesses so in release version 5.0 there is now a new referral sources monitoring capability.
A new standard field on the client record has been added called "Referral Source" that enables you to record where your new clients have come from. This new field contains a drop down list of referral sources such as "Web Search" or "Advertising".
Referral sources are user-definable so that you can record only those that apply to your pet sitting business.
Once you have recorded a referral source for each of your clients, Pet Sitter Plus will report your revenue broken down by referral source and present this information in a useful pie chart.
Click on the presentation for more information.