Tip #13: Identify where your bookings come from with Source Tracking

Tip #13: Identify where your bookings come from with Source Tracking



Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic traffic from search engines, and recommendations from previous clients. Understanding where your bookings come from enables you to make better decisions about where to focus your marketing efforts. If you can identify which channels are generating the most bookings, you can adjust your strategy accordingly and make more informed choices about pricing and promotions.


Use case

For example, if a hotel discovers that the majority of their bookings come from a certain online travel agency, they can engage in negotiations to secure better terms and discounts for their customers. This strategic move could result in more bookings from that channel, contributing to overall revenue growth.

 

In Zoho Bookings, you can implement source tracking by adding a hidden field to the booking form. Use a unique URL for each channel to specify the channel name in the hidden field. When customers book using those links, you'll be able to easily identify which channels are generating the most new customers and bookings.

Steps to implement source tracking:

  1. Navigate to Services, select the required service, and click Service Booking Form. 
  2. Click Add Field in the right corner of the Fields section.



  3. A pop-up window will appear. Enter the Field Label as "Source" (or use any name of your choice). Choose SingleLine in Field Type, as we'll be using a limited amount of text in this field. Click Save



  4. Click the eye icon next to the Source field that you just created and make the field hidden in the booking form.



    Your source tracking is all set. When you share the service booking page link, add the source name accordingly. You can include the source value as a query parameter to the booking URL in the below format:
    <service_booking_page_URL>?source=<source_name>

    For example, lets say the above service Tax planning has the booking page link: https://business.zohobookings.com/#/customer/4050029000003367030.

    When this link is shared on Facebook, the source name can be added at the end: https://business.zohobookings.com/#/customer/4050029000003367030?source=facebook
     


    You can easily add additional sources, such as:
    ?source=official_website
    ?source=partner
    ?source=email_campaign


    When an appointment is booked, the source name can be seen in the
    Appointment Summary under Additional Info.

     

Tracking the sources of your bookings can help you identify which channels are effective for acquiring new customers and contribute the most to your revenue, so you can implement more targeted marketing and customer engagement strategies.

Thanks for reading! Please watch this space for more tips about online appointment scheduling.

 

Related Topics

Service Booking Form

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Tip #13: Identify where your bookings come from with Source Tracking

                                                                Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic
                                                              • Tip #17: How to mandate partial payment for your appointments

                                                                When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
                                                              • Tip #18: Organize a group workshop in a few steps

                                                                It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A scheduler
                                                              • Tip #16: Custom labels for staff, service, and resources

                                                                Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massage
                                                              • Tip #15: Customize service prices for each staff member

                                                                It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge


                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                                  Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                                • hard-bounced email list

                                                                                                                  Hi, Below pops up when I try to send an Email to some of my customer. Please guide me how to take it out from hard-bounced list? I am not sure how they were marked in hard-bounced list
                                                                                                                • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

                                                                                                                  We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
                                                                                                                • Can I change the format of the buttons in the email templates?

                                                                                                                  Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
                                                                                                                • Best practice to structure reporting to include events covering multiple months / quarters.

                                                                                                                  Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
                                                                                                                • Marketing Tip #11: Turn features into benefits that sell

                                                                                                                  We all love talking about our products, but here’s a secret: customers don’t just buy features, they buy benefits. Instead of just saying "Made from 100% organic cotton," try "Soft, breathable comfort that lasts all day." Benefits tell shoppers how your
                                                                                                                • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

                                                                                                                  Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
                                                                                                                • How do I migrate from zoho mail to Office 365?

                                                                                                                  The manual migration of Zoho Mail to Microsoft 365 typically requires using IMAP to move emails and configuring Microsoft Outlook to sync Zoho Mail. This approach can be error-prone, especially if there are multiple accounts or large email archives. Moreover,
                                                                                                                • New Update: Convert External Users in Bulk in Zoho Directory

                                                                                                                  Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user
                                                                                                                • New Update: Convert External Users in Bulk in Zoho One

                                                                                                                  Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.
                                                                                                                • How to edit form layout for extension

                                                                                                                  I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget
                                                                                                                • Website not properly connecting with Zoho Creator app portal (embed & data sync issue)

                                                                                                                  Hello Zoho Community, I’m currently facing an issue while trying to connect my external website with a Zoho Creator app portal. I have a tool-based website ( https://mygardencalculator.com/ ) where users interact with calculators and dynamic content.
                                                                                                                • 日本語フォントの選択肢拡充についての要望

                                                                                                                  日本語フォントの選択肢がとても少ないと感じたことはありませんか? 多くのアプリ(たとえば Invoice)ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう!
                                                                                                                • Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?

                                                                                                                  I need to setup a call center so I can setup agents to make phone calls across Canada to market our services.  I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem
                                                                                                                • Display actual mileage on an invoice

                                                                                                                  My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice
                                                                                                                • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                                                                                                  Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
                                                                                                                • Default font size for printing is too big

                                                                                                                  A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particular
                                                                                                                • Request for Auto PO - Min–Max based Automated Purchase Feature

                                                                                                                  Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                                                                                                • Export Invoices to XML file

                                                                                                                  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                                • issue with deluge script

                                                                                                                  i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
                                                                                                                • Introducing LinkedIn Apply Connect for Zoho Recruit

                                                                                                                  Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
                                                                                                                • Recruit paid support?

                                                                                                                  Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
                                                                                                                • Ticket Status email

                                                                                                                  Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                                                                                                • Future Orders - Due Date

                                                                                                                  Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                                                                                                • Introducing Withdrawal Reasons for Offers

                                                                                                                  We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
                                                                                                                • Zoho Creator customer portal users

                                                                                                                  Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                                                                                                • GPS tracking only or Check out facility

                                                                                                                  Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
                                                                                                                • Appraisals on Employee Information Profile

                                                                                                                  Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
                                                                                                                • Kaizen #220: Actions API - Webhooks APIs - Part 2

                                                                                                                  Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook
                                                                                                                • Standard Payment Term is not pulled from account to quotation

                                                                                                                  Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                                • Manage your invoices from Bigin's mobile app (iOS)

                                                                                                                  Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
                                                                                                                • Systematic SPF alignment issues with Zoho subdomains

                                                                                                                  Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                                • Accessibility controls and multilingual captcha authorization for Help Center users ​

                                                                                                                  Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
                                                                                                                • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

                                                                                                                  La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant
                                                                                                                • Item/service subtotal

                                                                                                                  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                                                                                                • Send email template "permission denied to access the api"

                                                                                                                  Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
                                                                                                                • how to Solve Conflict Invoices in Zoho POS

                                                                                                                  Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
                                                                                                                • Copy, Paste, Highlighted text

                                                                                                                  when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
                                                                                                                • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                                                                                                  "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
                                                                                                                • Publish to LinkedIn via API

                                                                                                                  Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
                                                                                                                • Next Page