How to set up marketing sources for your franchise

NOTE: ServiceM8's Franchise Management module is being deactivated in 2022, and new franchisor accounts cannot be created. If you're looking for a job management solution for your franchisees, please review the core ServiceM8 product against your requirements.

With the franchise add-on you can create a nd share marketing sources to your franchisees.

Here's how:

In the Settings, click Marketing Sources

Here you can see your current marketing sources, to create a new entry click Add Marketing Source

Enter the new source and click Save Changes

These marketing source information will automatically available into your online booking form as shown below.

To share them to your franchisee, make sure it is ticked in the Franchise > Shared Settings under the Settings > Preferences

Then go to Settings > Franchises, click Deploy Settings

Review the settings and click Next

Click Finish and you're done!

When you switched to franchise account it will now available in the job card.

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