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.