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

        • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

          I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • Resend Client Portal Invitation + View Email Delivery Status

          Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation
        • Get user last login

          1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?
        • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

          Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with
        • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

          Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z
        • Adding Multiple Files to a Zoho Vault Entry

          There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how
        • FNB South Africa Bank Feed

          I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,
        • Dropshipping Address - Does Not Show on Invoice Correctly

          When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
        • Zoho unreliable

          Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim
        • the custom domain forwards by default to the old career site / how to switch it off??

          dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria
        • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use
        • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

          We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses
        • Pre-fill webforms in Recruit

          I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
        • Function #8: Add additional charges to invoices

          Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
        • Taxes Payable Adjustment

          I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:
        • ASAP Widget Not showing "My Tickets"ed

          Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?
        • Bug Causing Major Sync & SO Access Failures in Zoho POS

          We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users
        • How to view CRM Sales Orders in Desk

          What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension
        • Kaizen #219: Actions API - Webhooks APIs - Part 1

          Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API
        • Pricing Strategies: #3 Services never Stop with just Plans

          "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,
        • Cropping Photos for Zoho Sites

          Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?
        • bulk edit records and run internal logic

          hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
        • Possible for first Signer of Sign Form to specify the next signer in the sequence

          We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.
        • BUG: Can't copy-paste data outside Sheet

          Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create
        • Zoho CRM Community Digest - November 2025 | Part 1

          Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on
        • Upload own Background Image and set Camera to 16:9

          Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
        • Truesync for Linux

          Is Truesync available on linux ?
        • Hidding/excluding specific picklist options from filter

          Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module
        • Subforms to Capture Multi-Row Data in Job Sheets

          Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities
        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
        • Adress Labels for sending of the oder und barcode

          We want to print with my address labels to stick on the order of the ware can. there are these options?
        • printing individual labels - Dymo LabelWriter

          I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM
        • Zoho Creator for Agriculture

          Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is
        • Custom Print Layout

          I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.
        • Print View

          Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads
        • Get Holiday ready with Zoho Mail's Offline mode

          With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from
        • Solution to Import PST File into Office 365.

          MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
        • Zoho CRM Kiosk issues

          Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the
        • Email Template Edits Not Saving

          I can make an edit, click save, and see the blue bar annimation at the top, but the edits don't actually save. Important, because my email templates are now broken and clients are receiving bad emails. Tried on Chrome, Firefox and IE.
        • Next Page