Referral Types are used to identify how your new clients were attracted to your business. For example did they find you through a web search, through advertising, word of mouth, etc.
Adding Referral Types; click “Add New Payment Type”, enter a description and click “Create Type”.
Amending Referral Types; click on the payment type you want to amend, make the changes to the information in the middle of the screen and then click update.
Deleting Referral Types; You can delete referral types at any time. WARNING – if you delete a referral type you will no longer be able to identify clients who were assigned the referral type that you have deleted.