Adding or Editing a Referral Type

To get to Referral Types, type referraltype into the Convobar, or go to Meevo > Data > Referral Types.

To add a Referral Type

From the Referral Types search form, select Add New.
Enter a Display Name and Description for the Referral Type.
When finished, select Save.

Business Types and data in Central Office

If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).

To edit a Referral Type

Note: Some fields may not be editable if the current location is not the item's Home Location.

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.

Locate the Referral Type and select it.
Select Edit, and make your changes.
When finished, select Save.