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.
Open Customer Referrals #
Go to Settings → Referral Sources under Customers.
Enter referral names #
In Add customer referrals, enter one or more referral method names. Separate multiple names with commas.
Add the methods #
Choose Add Customer Referrals. The new names appear in the referral list.
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 · Customer Settings: Customer Types
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
