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

        • Additional Address - Company Name

          It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.
        • Incorrect Email Notifications for Product Reviews

          Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access
        • How to Rank Tables by Row Count in Descending Order

          I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?
        • Can we do Image swatches for color variants?

          We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
        • annualy customer report

          we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and
        • Export your notes from Notebook!

          Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and
        • our customers have difficult to understand the Statements

          our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it
        • Canva Integration

          Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
        • Prepopulating Fields

          Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
        • REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

          When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as
        • Automation series : Close all tasks once the project is completed

          When a project is marked as Completed, it might still have open tasks such as recurring tasks that were not marked as complete, tasks that are no longer relevant, or tasks that no longer need attention after closure. To ensure the project reflects its
        • Converting Sales Order to Purchase Order

          Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
        • Horrible Connectivity!

          I have used Meetings several times, but most of the time the connection is horrible. The video freezes, the audio freezes, and we end up cancelling the meeting. I am on a high speed internet connection, and Zoom works fine, so I know it's not a problem
        • Is it really true that I can't set the default 'deposit to' account in 2025?

          I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
        • Zoho DataPrep switching Date Format

          When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
        • Using Another Field Value for Workflow Field Update

          I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
        • Tax information

          Hello, I need help/guidance on how to add my organization's Tax/VAT information. Thank you Pavly
        • Build smarter Guided Conversations with Fork Blocks

          When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier,
        • Custom item field won't allow decimal.

          Hello, I have a custom item field that needs to be able to have a value with a decimal place such as 6.7 or 6.18. I have tried custom formatting the input format but can not get the correct syntax to allow this. Is this possible in Zoho?
        • Free webinar: Zoho Sign unwrapped – 2025 in review

          Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect
        • HubSpot CRM to Zoho Creator Integration

          I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
        • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

          Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
        • Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

          We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,
        • 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
        • Next Page