Client Configurations: Configure Referral Source
- To configure referral sources, go to the Main Menu (green button in the upper right hand corner) and select Configurations.
- Scroll down to the Meal section and select Referral Source.
- On the Referral Source Index screen, you will see a list of your currently configured referral sources.
- You can edit these referral sources by clicking on the drop down to the right of the restriction and selecting
- Edit the Referral Source Name and then click Save (to the right of the referral source name).
- To Delete a referral source, click the drop down to the right of the referral source and select delete.
- Confirm that you want to delete the referral source by clicking OK. A referral source cannot be deleted if it has been used on any client records.
- To Add a new referral source to the list, type a term or phrase into the Referral Source Name box and then click the Add