---
title: "Customer Settings: Referral Methods"
description: "Maintain the list of referral methods your team can use to record how customers heard about your business. ## Before you start - Agree the referral names your team will use so similar sources are recorded consistently. 1 ### Open…"
url: "https://repairpilot.com/help/customer-settings-referral-methods/"
updated: "2026-10-25"
category: Customers
tags:
  - customer management
  - Settings
---

# Customer Settings: Referral Methods

Maintain the list of referral methods your team can use to record how customers heard about your business.

## Before you start

- Agree the referral names your team will use so similar sources are recorded consistently.

1

### Open Customer Referrals

Go to **Settings → Referral Sources** under Customers.

2

### Enter referral names

In Add customer referrals, enter one or more referral method names. Separate multiple names with commas.

3

### Add the methods

Choose **Add Customer Referrals**. The new names appear in the referral list.

4

### Edit a name if needed

Use **Edit Referral Name** beside a method to change it.

## What happens next

The referral methods are available for recording where a customer came from.

## Common questions

**Can I add several referral names at once?**
Yes. Separate names with commas. Put a name containing a comma inside double quotes.

**Can I correct a referral method later?**
Yes. Use Edit Referral Name beside the method.

## Related guides

[Adding a new customer](https://repairpilot.com/help/adding-a-new-customer/) · [Customer Settings: Customer Types](https://repairpilot.com/help/customer-settings-cutomer-types/)

*Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.*