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Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.

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AdminSarah M (Admin, theranest) shared this idea  ·   ·  Report…  ·  Admin →

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  • Rachael Eichhorn commented  ·   ·  Report

    Yes, Please!!!
    Also, what Insurance does the client have? We need this for new client inquiry metrics!
    It would be great if the fields matched the Client Detail's important information. Such as DOB too!

TheraNest App: Clients & Groups

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