Tracking Client Referrals

Happy clients are often your best source of new business. JourneyFuse can credit each new lead to the client who sent them, so you can thank the right people and see who brings you the most bookings.

Give a client their referral link

1. Open the client's page.
2. Under their name, click Referral link.
3. If you have more than one form, pick the one a new traveler should fill in (your inquiry form is chosen first).
4. Click Copy and send the link to your client.

The link never changes, so your client can share it as often as they like. Anyone who fills in your form through it arrives as a new lead with Referred by set to that client. If your client fills in the form themselves, it is not counted as a referral.

Credit a referral by hand

When someone tells you who sent them:

1. Open the lead (or click Add lead).
2. Set Source Type to Referral.
3. Under Referred by, pick the client from your list. If the person who referred them is not a client, type their name instead.

See who sends you business

• On a client's page: a Referred badge shows how many leads they have sent you and how many booked.
• In Reports: open the Leads tab and scroll to Top referrers. It lists every client who has referred a lead, with leads sent and how many booked, most bookings first.

Typed names (people who are not clients) still show on the lead, but only clients picked from your list are counted in Top referrers.