< Referral Types < Adding, Amending and Deleting Referral Types

 

  • 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.

 

  

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ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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