1. Go to Contacts > Marketing

2. Click Add

3. Specify the name of the marketing source and add a description to the notes section. Click Save to finalise your changes.

4. When creating a new client file, you can specify the marketing source in Client Details > Additional to track how clients discovered your business.

5. You can later return to the Marketing Source in Contacts > Marketing to view a list of patients that have been referred to your business from that Marketing Source.

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