Customer Referrals
By Costa1 author10 articles
- How Do Customers Use Referrals?This guide explains how customers find and share their referral code or link, how to look up or export referral codes, and what happens when a referral code is used.
- How to add a referral from the Business DashboardThis guide explains how to add a referral to a customer's profile from the Business Dashboard, what happens once the referral is saved, and how to confirm it so rewards…
- Referral SettingsThis guide explains how to enable your customer referral programme, choose the membership new signups receive, and set the reward for referring customers.
- Referral NotificationsThis guide explains which referral notifications are sent to your business and to referring customers, and how to make sure your team receives them.
- How to View a Customer's Referral Code from Your Business DashboardThis guide shows you how to view a customer's referral code from their profile in your Business Dashboard, so you can share it with them.
- Referrals with FamiliesThis guide explains how referral codes work with family accounts, including who receives the signup membership and the referrer's reward, and where families find their codes.
- How to See Who Referred a Customer from Your Business DashboardThis guide shows you how to see who referred a customer, either from their profile or from your referrals list for pending and confirmed referrals.
- Introduction to Customer ReferralsThis guide introduces the customer referral programme, explaining how referrals and rewards work, how to set up your programme, and where to manage your referrals.
- How to Cancel ReferralsThis guide shows you how to cancel a single referral or several referrals at once from To-Dos, and what happens once a referral is cancelled.
- How to Confirm ReferralsThis guide shows you how to confirm customer referrals one at a time or in bulk from To-Dos, so the referring customer's reward is applied.