Track where your clients come from
Every client record has an optional Source — where that client came from. Fill it in over a few months and Velosiq can tell you which channels are actually worth your time.
Set a source on a client
On the New client or Edit client form, look under Status & source. Pick from the dropdown, or leave it blank.
Source is never required. A client with no source is perfectly normal — you often won't know, and guessing is worse than leaving it empty. You can add one later, and clearing it again is just picking the ✕ in the dropdown.
You'll see the source on the client's Overview tab, in its own row under Contact, and as a column on the Clients list.
Edit the source list
Go to Settings → Clients → Sources. Velosiq starts you with nine: Google, Facebook, Instagram, X, Threads, YouTube, TikTok, Friend and Colleague.
- Rename any of them. The name changes everywhere at once, and clients already recorded against it stay attached — renaming "Friend" to "Referral" doesn't detach anybody.
- Add your own with New source. Trade shows, a local paper, the van livery, a partner business — whatever you'd actually say out loud.
- Archive one you've stopped using. It disappears from the dropdown on the client form, but clients already on it still display it correctly. This is the safe way to retire a channel.
- Delete one for good. If any clients are still recorded against it, Velosiq asks what to do with them first: move them to another source, or clear their source entirely. Unlike statuses, there are no built-in sources you're forbidden from deleting — including the nine we ship.
Filter and report
On the Clients page, the Source dropdown sits next to the Status filter. It has two extra options beyond your own list: Any source (no filtering) and No source, which is how you find the records still missing one.
Analytics → Client Value has a Where Clients Come From table on the Starter plan and above: how many clients each source brought in, its share of your list, and how much those clients have actually paid you. Clients with no source recorded appear as a Not set row at the bottom — a large one just means there's filling-in to do, not that a channel is failing.
Importing sources from a spreadsheet
The spreadsheet import can map a column onto Source, and recognises headers like "Source", "Lead Source" and "Referred By" automatically. Values match either the name you see ("Word of Mouth") or the internal key, and capitalisation doesn't matter.
A value that doesn't match anything in your list imports as blank rather than failing the row — so a messy export still lands. Add the missing sources under Settings first if you want them to stick.