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Tracking how each customer found you shows which marketing channels are bringing in new business. This article shows you how to create and edit Customer Sources in Company Lists so you can record the source on bookings.
An important piece of information to track is how did a customer find you, this helps to measure which marketing campaigns/channels are delivering you new business. In Workshop Software you can track the source when they first make a booking as well as each time they come back. Firstly you will need to create the different customer sources you want to track such as: Reminders, Referrals, Google, Bing, Facebook, Website etc To set these up in Workshop Software follow the below steps: 1) Click on 'Settings' and then "Company Lists'
2) Scroll down and click on the arrow to expand the 'Customer Source' heading
3) To edit any exisiting Customer Sources, click on the blue 'Edit' button. To create a new Customer Source, click on the green '+' button located at the bottom left hand corner
4) If creating a new Customer Source, after clicking on the '+' icon a new line will appear with blank fields. Enter in the code you wish to use for the new source and enter a description for the new customer source (these can be the same as each other). Then click 'Save' 
5) This new customer source will now be available when you use the 'Customer Source' field in the customer profile (for when they first come to you), or in the Invoice (to record why a customer keeps coming back to you).
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
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