CleanCloud allows you to track how customers find your business by asking, "Where Did You Hear About Us?" This data provides valuable insights into customer acquisition and marketing effectiveness. You can add or update a customer’s source at any time.
Enable Customer Source Tracking
To collect customer source data during sign-up:
Go to Settings → Admin → Workflow → New Order Page → Optional Customer Fields.
Enable the toggle for Customer Source.
Add sources using the "Add Customer Source" button. Examples include:
Google Search
Google Maps
Yelp
Facebook
Friends or Family
Other
Click Submit to save your settings.
Collecting & Updating Customer Source Information
You can add or modify a customer's source anytime through the Customer CRM profile:
Select the customer and open their CRM profile.
Click Edit Customer.
Locate the Customer Source field.
Choose the appropriate source from the dropdown.
Press Update to save changes.
✔ Even if the customer didn’t provide this information at sign-up, you can update it later.
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