Adding a Source to a Client's Record

MassageBook's comprehensive CRM allows you to manage not only your client's important details, such as Booking Activity, SOAP Notes, and Liabilities, but it also allows you to keep track of where each and every client first heard about you! This field is referred to as the client's "Source".

  1. Navigate to your Business tab.
  2. Select Clients.
  3. Search for an existing client or select Add New to create a new client record.
  4. Under the Details tab, locate the Source box. 
  • By default, MassageBook gives a you a drop-down list of Sources to choose from (Business Website, Client Referral, MassageBook, and Print Ad).
  • If selecting "Client referral", begin typing the client's name in the box marked "search your contacts" and choose the existing client from your Client List.
  • You can also add your own Source by typing it within the blank space provided.

Your newly added Source will now be available for future selection from the Source drop-down list.

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