📝 Overview
Sometimes a referral should not count, for example if you suspect it is fraudulent or it was added by mistake. Your Staff Members can cancel referrals from your Business Dashboard, either one at a time or in bulk.
This guide shows you how to cancel referrals and explains what happens once a referral is cancelled.
💡 New to customer referrals? You can read an introduction to the referral programme here.
🚫 Cancelling Referrals
Referrals are cancelled from your referrals list under To-Dos. From there, you can cancel a single referral or several at once.
Cancelling a single referral
Use this option when only one referral needs to be cancelled.
Go to To-Dos ➜ Referrals ➜ click Actions next to the customer's name ➜ Cancel.
Cancelling referrals in bulk
Use this option to cancel several referrals at the same time.
Go to To-Dos ➜ Referrals.
Tick the checkbox above the list to select all referrals, or tick the individual customers you want to select.
Click Cancel.
💡 You may also see Customers ➜ Referrals in your menu. This redirects you to To-Dos ➜ Referrals.
🔄 What Happens After Cancelling
When a referral is cancelled, it is removed from the customer who signed up. This means you can apply a different referral to that customer if you would like to.
💡 See how to add a referral from the Business Dashboard 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
What happens to referrals when I delete a customer?
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Click the arrow to see the answer
When you delete a customer, any pending referrals linked to them are cancelled. This applies whether they were the customer who referred someone or the customer who signed up.
💡 See how to delete a customer profile here.
Can I add a new referral after cancelling one?
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Click the arrow to see the answer
Yes. Once a referral is cancelled, it is removed from the customer who signed up, so you can add a different referral to their profile.
Who can cancel referrals?
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Click the arrow to see the answer
Staff Members with access to your To-Dos can cancel referrals from To-Dos ➜ Referrals.