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


      • 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

        • Recent Topics

        • Customer Management: #4 Enhance Customer Journey

          When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,
        • Android app sync problem - multiple devices have same problem

          Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Territory Assignment Issues (Lead to Account + Contact)

          1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.
        • Marketer's Space: Proven tips to improve open rates – Part II

          Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header
        • SQL Table slowed to a crawl

          Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed
        • Deluge Events/search API works in user environment but not in sandbox – why?

          I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="
        • Ensure Consistent Service Delivery with Comprehensive Job Sheets

          We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
        • What are Zoho Meeting capabilities included in Zoho Workplace Standard?

          I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants
        • How can I get the participant list of a reoccurring meeting afterwards?

          I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or some
        • Function #50: Send Mass emails to your customers

          Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
        • Full Hebrew Language Support for Client-Side Zoho Assist Interface

          Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows
        • Add Hebrew & RTL Support to Feedback Widget

          Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
        • Merge Tickets Directly from Contact Page in Zoho Desk

          Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
        • Different languages for users

          Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
        • Kaizen #222 - Client Script Support for Notes Related List

          Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
        • 2025年 Zoho コミュニティ 活動の振り返り 🎉

          ユーザーの皆さん、こんにちは!コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム:注目の投稿 フォーラム:多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム:注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。
        • Customer Management: #3 Giving Customers Control & Privilege

          Rio, the founder of RenoTech Solutions, a fast-growing digital service company, found itself juggling a dozen different services for its clients. They handled one-time setup fees, recurring monthly invoices, and custom milestone-based billing for projects.
        • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

          I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
        • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

          Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides
        • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

          Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and
        • Remote Control Functionality During Screen Sharing in Zoho Cliq

          Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control
        • Centralized Organization Information Management in Zoho One

          Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires
        • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

          Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove
        • Ability to Filter Alias Mailboxes in Zoho Recruit

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account
        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
        • Prefered Bin Missing in android APP

          Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
        • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

          As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
        • Reusable Jira Connection for Multiple Zoho Projects Imports

          Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for
        • Zoho invoice doesn't support Arabic language

          I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
        • Recurring Invoice Placeholder Not Updating Billing Period

          Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based
        • Related list Mobile Device

          Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
        • Can't update the company address in zoho invoice

          Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
        • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

          We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.
        • 【Zoho CRM】作業リスト機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。
        • SalesIQとPageSenseの利用について

          初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
        • Parent-Child Tickets using API or Deluge

          Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
        • Closing connected ticket after closing WA conversation

          Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still
        • Note sync turn off

          Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)
        • Next Page