For Business Owners
- The Dashboard
- The Calendar
- Forms & Documents
- Customer Management
- Customer Referrals
- Triggers and Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Managing your bookings and Registration Settings
- Discount Codes
- The Store/Shop
- Customer Experience
For Members, Athletes and Customers
Integrations with TeamUp
Switching to Teamup
On Demand Content
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.