Creating referrals 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'.
 
 
Here, 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'.
 
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