Happy clients are your best marketers. Build a referral program that rewards clients for bringing new business to your company.
Step 1 — Set up your referral program
From Settings or Referrals, create a new referral program. Set the referral reward (discount, free service, loyalty points) and eligibility criteria.
Step 2 — Share referral links with clients
Generate a unique referral link for each client or create a general program link. Share it via email, SMS, or in-app. Clients can forward their link to friends and family.
Step 3 — Track new referrals
When a referred client books or purchases, the system automatically credits the referring client. View all referrals and their status on the referrals dashboard.
Step 4 — Manage rewards and redemption
Approve or deny referral rewards. Track which rewards have been redeemed and automate reward fulfillment (apply discount, create loyalty balance, etc.).