Viewing who referred a customer from your business dashboard

When you enable your referral program, you'll be able to view who referred a customer.

There are two ways to do this:

1. From the customer profile. Head to Customers >> Customer list >> click customer >> referred by.

2. From the Referrals tab. If you need to check the referrals for multiple customers, the quickest way to do this is from To-dos >> Referrals or Customers >> Referrals. Here you will be able to check who referred a customer, both for pending and confirmed referrals.

Jump to:

Introduction to customer referrals

Referral settings

Creating referrals from the business dashboard

How to confirm referrals

How to cancel referrals

Referral notifications