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Adding a Referral Source (within the Client's Record)(Setting Master Contact)

Referral sources are contacts within a client’s record. 

There are 2 ways of creating a referral source for a client; when registering a new client and within the clients record.


To create through the client’s record;









You can also make this contact a  master contact (Master contacts are contacts that are shared between clients, like a referral source may be.)

To do this:









**To see how to add a referral source when registering a new client click here