📝 Overview
Referral notifications keep you and your customers up to date as referrals happen. Your team is told when a new customer signs up using a referral code, and the referring customer is kept informed as their referral progresses.
This guide explains which referral notifications are sent, who receives them, and how to make sure your team receives them.
💡 New to customer referrals? You can read an introduction to the referral programme here.
🖥️ Notifications for Your Business
Each time a new customer signs up using a referral code, the customer signup email notification includes a note with the referral information. There is no separate referral email, so the details arrive alongside your usual signup notification.
🔧 Making Sure You Receive Them
To receive referral details, your customer signup notifications need to be turned on. Each Staff Member manages the notifications they personally receive.
Go to My Account ➜ Notifications ➜ turn on your customer signup notifications.
💡 The notification options available to you depend on your staff account permissions. For the full steps, see the guide on updating your notification preferences here.
🧑💻 Customer View
The customer who shared their referral code also receives notifications, so they know their referral has been used and when it has counted.
When another customer signs up using their referral code
When you confirm the referral from your Business Dashboard
💡 See how to confirm referrals here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Why am I not receiving referral notifications?
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Click the arrow to see the answer
Referral details are only included in the customer signup notification, so check that your customer signup notifications are turned on under My Account ➜ Notifications.
If you cannot see this option, check with your Owner or Admin, as the options available depend on your staff permissions.
Can an Owner or Admin turn on these notifications for another Staff Member?
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Click the arrow to see the answer
Yes. Owners and Admins can update another Staff Member's notification settings from their staff profile.
💡 See how to edit a Staff Member's notification settings here.
Where can I see all of my referrals without relying on notifications?
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Click the arrow to see the answer
Pending referrals are listed under To-Dos ➜ Referrals. You can review all of your referral activity in the Customer Referrals report.
💡 Learn more about the Customer Referrals report here.