What is the "source" of a client or booking?
vcita will track the source of clients and bookings, which lets you know where that client or conversation originated. This article will explain what each source means:
Tip: Learn more about source tracking in Using Source Tracking to Grow Your Business
Client Sources
You can find the source of a client on the client card under Contact information on the right. Click the 'Show more' to expand details:
The source will be located under Additional Info. You can click on the link to view the Source details.
Possible sources of a client:
- Initiated by staff: imported or added manually by a staff member
- Client portal: Originated from your client portal
- Direct link: Accessed a direct link
- Website: A widget on your website
Appointment Booking Sources
Find the source of a booking, by clicking on the appointment in the conversation.
You will find Source under More info. Click on the link to view the Source details
Possible sources:
- Initiated by staff: Manually initiated by a staff member
- Client portal: An action on your client portal
- Direct link: A direct link
- Website: a widget on your website
- Campaign: a Call-To-Action on your campaign
Note: Although the possible sources mentioned above are automatically tracked, you can add unique labels or tags to get a better insight into where your sources are coming from. For more information, be sure to check out our article Add Unique Labels to Your Call to Actions URLS and Direct LInks for Better Source Tracking
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