Note
Source is not linked to Google analytics in any way and its value is derived from correct and diligent data capture.
Source | Version 8
Adding Source Code Tables can be useful as it enables you to keep track of where your bookings are coming from. Sources are usually marketing channels, e.g. trade show or website. Adding them to reservations enables you to pull reports on where your bookings, how many bednights are secured through specific sources and you can analyze which are your most lucrative channels.
Sources can be added during reservation creation or at a later stage on the reservations details tab.
Creating a Source
Simply click on the “Add source” button at the top-right of the table. This will add a blank row to the table, where you could then go and set the details in each column for the source you are adding. To save the source, simply click on the check icon in the actions column.
| Field | Description | Notes |
| Name | Describe the channel through which the reservation was sourced. | e.g. Trade show. |
| Abbreviation | Add an understandable abbreviation. | e.g. TS |
| Description | Describe in further detail the channel through which the reservation came. | e.g. The Indaba trade show that Robyn attended. Optional addition. |
| Colour | Choose a colour to allocate to the Source for easy and quick reference. | Optional addition. |
Editing a Source
To edit details of a Source, simply double-click in the cell where you would like to update information, update the information and click on the check icon in the actions column.
Deleting a Source
To delete a source, simply click on the delete icon in the actions column for that row and confirm that you want to delete that source.
To delete multiple records, simply use the checkboxes to select the records you would like to delete, and click the delete icon on the multi-select pop-up.
If the source is already in use in the system, deleting it will simply mark it as Archived.
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