To add and keep track of clients who refer customers to your business, follow these steps:
- Tap Customers at the bottom of the screen
- Select the client.
- Tap Edit at the top of the screen.
- Enter the name of the person who referred the customer to your business.
- Tap Save.
Adding a Referrer on the Mobile Version
1. Tap Customers.
2. Select the client.
3. Tap Edit.
4. In the field corresponding to Referred By, enter the name of the person who referred the client to your business.
5. Tap Save.