Sources
Sources track where your customers heard about you — Instagram, walk-in, word of mouth, Google, and other channels. This data is collected during the customer signing flow when the template includes the Source step, and staff can set it on the customer’s Profile tab anytime — including for customers who walked in or whose template skips the step.
All a source needs is a Name. Configure the list at Settings → Customers → Sources to match the channels that matter to your studio.
Use the source breakdown in Analytics to compare which channels bring customers to the studio.
Permissions
Section titled “Permissions”Editing the source list takes Customer Settings → Manage — included in the Manager role. See Roles & Permissions.