Referral Sources
Navigate to More > Admin
and find Referral Sources under Configure on the left-hand side of the screen.
Referral sources are selected on the Client page and may be pulled into reports by navigating to Financials > More > Analytics.
Select the Add Client Source button from the upper right-hand corner to create a new Referral Source.
Referral Sources may be merged by selecting Merge and the sources to merge.
![](../../../__attachments/1947441/mergereferralsources.png?inst-v=346f5a8c-0be5-418a-8b36-cb3eeeaea104)