Are you seeing the this pop up?

Here’s how to get rid of it! 

From the TVP, click on the large gear button in the upper right hand corner > click Customer Sources tab in upper left hand side

From the Dashboard, click on Myshop in the upper right hand corner > click Customer Sources tab in upper left hand side

You will see your customer sources we have detected from your POS listed here. Each source needs to be mapped to a category. To do this, click the Edit button and select the Category

If none of the available categories fit your needs, you can create up to 4 custom options. Enter the name of the category, then press Submit.

Once you have either mapped or deleted all customer sources, press the Customer Source Mapping done button. This will stop the pop up from showing again!

When a customer’s name flashes, it means that no customer source has been detected for this customer. If you did NOT enter the source in your POS, you can do so by clicking on the customer’s name. AutoVitals will detect sources entered in the POS.

Once you click the customer’s flashing name, you will be able to enter the source.

To run a report to see your customer sources, go to your Dashboard > Report Center > More Reports

Select the month you would like to view the report for > Select How did your customers hear about you? > Download Excel