For Business Owners
- The Dashboard
- The Calendar
- Forms & Documents
- Customer Management
- Customer Referrals
- Triggers and Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Managing your bookings and Registration Settings
- Discount Codes
- The Store/Shop
- Customer Experience
For Members, Athletes and Customers
Integrations with TeamUp
Switching to Teamup
On Demand Content
Adding a referral from the business dashboard
Referrals can be added to a customer profile from your business dashboard on TeamUp.
For example, if a new customer forgets to add a referral code during signup, a staff member can add their referral from the customer profile.
To do this, head to Customers >> Customer list >> click desired customer. Here, scroll to 'Referred by' and click 'Add'.
In the 'Referrer' field, you will be able to enter the name of the customer who referred them. Select the desired referrer and click 'Save referral'.
Once this has been done, the preselected membership for new signups will automatically be added to the customer's profile.
To view their new membership, click the 'Memberships' tab on their profile.