Adding/Editing Client Originations

New and existing client profiles can include a “Client Origination.” Client Origination is used to define where a client originated from, or in other words, how they heard about your business.

To create new Client Originations:

1

Open Advanced Settings

Click on the Manage tab, then select Advanced Settings.

2

Manage Client Origination

Click Manage under Client Origination.

3

Create a new origination

Click New Client Origination.

4

Enter an origination name

Enter an origination name (Example: Yelp).

5

Add the origination

Click Add (once created it cannot be deleted, only inactivated).

To assign a Client Origination to a client:

1

Open the client log

Open the client log by creating a new client or searching an existing client's name.

2

Select an origination

Click on the drop down menu under Origination.

3

Choose an origination

Choose from one of the originations you've created.

4

Save the client profile

Click Save Profile or Create Client if they are a new client.

Client Orientation

Reports

Client Originations can be viewed in some of your reports such as:

• Service Sales

• Retail Sales

• Sales Analysis

• Clients Report (Clients report needs to be exported to Excel to see Client Origination)

Examples

Service Sales Report

Service Sales Report

Sale Analysis Report

Sales Analysis report 1