đ Overview
When one of your customers refers someone to your business, the referral needs to be confirmed before the referring customer's reward is applied.
All referral confirmations are manual. This helps prevent misuse, and lets you decide when a referral counts for your business. For example, some businesses prefer not to confirm a referral until the new customer has attended a trial class.
This guide shows you how to confirm referrals one at a time or in bulk, and where to find them once confirmed.
đĄ New to customer referrals? You can read an introduction to the referral programme here.
â Confirming Referrals
Pending referrals are listed under To-Dos, where you can confirm a single referral or several at once. You can also open the list directly here.
Confirming a single referral
Use this option when you only need to confirm one referral.
Go to To-Dos â Referrals â click Actions next to the customer's name â Confirm.
Confirming referrals in bulk
Use this option to confirm several referrals at the same time.
Go to To-Dos â Referrals.
âTick the checkbox above the list to select all referrals, or tick the individual customers you want to select.
âClick Confirm.
đĄ If a referral should not count, you can cancel it from the same list instead. See how to cancel referrals here.
đ Reporting
Once you have confirmed referrals, those customers move from the Pending list to the Confirmed list. You can view your confirmed referrals in the Customer Referrals report, or open the confirmed list directly here.
đĄ Learn more about the Customer Referrals report here.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
â
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What happens when I confirm a referral?
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Click the arrow to see the answer
The referring customer's reward is applied, for example account credit if you have set this up in your referral settings. The referral also moves from the Pending list to the Confirmed list.
The referring customer is also notified that the referral has been confirmed.
Does the new customer have to wait for confirmation to get their membership?
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Click the arrow to see the answer
No. The membership you chose for new signups is added to the referred customer's profile when they sign up with the referral code. Confirmation applies the referring customer's reward.
I set the reward to Nothing. What should I do after confirming?
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Click the arrow to see the answer
If you reward referrers another way, such as a free class or a product, add that reward to the referring customer manually once you have confirmed the referral.
đĄ See your referral reward options here.