Client Sources in Premier allow you to record how each client first heard about the spa. This helps track the effectiveness of marketing campaigns and provides insights into which marketing methods generate the most clients.
❓ Likely Scenario
A new marketing source needs to be added to the system
Client sources are not appearing correctly in reports
Users need to assign a source to a client record for tracking purposes
🛠️ Process Overview
In this process, you’ll configure Client Sources in Premier and assign them to client record cards. This ensures accurate tracking of marketing effectiveness and client origin data.
✅ Step-by-Step Instructions:
Configuring Client Sources
Log into Administrator or Manager
Go to General Menu > Client Source
Click the Green Plus button to create a new source
Enter the source name in the Description box
Click the Green Tick to save
Allocating Client Sources
In Reception, go to Clients and search for the client record you want to edit
Under the Miscellaneous tab, locate Source
Click the dropdown arrow and select the relevant source
Click the Green Backwards Arrow to save changes
🧠 Important Note
Assigning a client source during record creation ensures accurate marketing tracking
Sources can be added or edited at any time to maintain up-to-date marketing data
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