> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/advanced-settings/adding-editing-client-originations.md).

# 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:**

{% stepper %}
{% step %}

## Open Advanced Settings

Click on the **Manage** tab, then select **Advanced Settings**.
{% endstep %}

{% step %}

## Manage Client Origination

Click Manage under **Client Origination**.
{% endstep %}

{% step %}

## Create a new origination

Click **New Client Origination**.
{% endstep %}

{% step %}

## Enter an origination name

Enter an origination name *(Example: Yelp)*.
{% endstep %}

{% step %}

## Add the origination

Click **Add** *(once created it cannot be deleted, only inactivated)*.
{% endstep %}
{% endstepper %}

**To assign a Client Origination to a client:**

{% stepper %}
{% step %}

## Open the client log

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

{% step %}

## Select an origination

Click on the drop down menu under **Origination**.
{% endstep %}

{% step %}

## Choose an origination

Choose from one of the originations you've created.
{% endstep %}

{% step %}

## Save the client profile

Click **Save Profile** or **Create Client** if they are a new client.
{% endstep %}
{% endstepper %}

![Client Orientation](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/jyfui6TtbEz8jqkgEIHC/Client%20Orientation.png)

## Reports

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

* Service Sales
* Retail Sales
* [Sales Analysis](/reports/sales-analysis.md)
* [Clients Report](broken://pages/6c85b99e0f80f2f520d1aae2b2c4147a984a039a) *(Clients report needs to be exported to Excel to see Client Origination)*

### Examples

**Service Sales Report**

![Service Sales Report](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/cQsTOQ4YJyRdKu54YAOB/Service%20Sales%20Report.jpg)

**Sale Analysis Report**

![Sales Analysis report 1](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/6lUULPHiQqFCgERmCymo/Sales%20Analysis%20report%201.jpg)