To set up a client referral scheme:
Go to Menu > Marketing tools
Click on Client Referral Scheme
Toggle on Referral scheme enabled
Set the discount your new clients will receive when being referred -
Select the Discount tab
Select the discount type you'd like to offer by choosing between a percentage or monetary amount discount
Select the percentage or monetary amount discount you'd like to offer
Select which services you'd like the discount to be redeemable for
Click Save
Select the reward the referring client will receive when a client referred by them completes a booking -
Select the Reward tab
Select the discount type you'd like to offer by choosing between a percentage or monetary amount discount
Select the percentage or monetary amount discount you'd like to offer
Choose how many days the promo code will be valid for after being rewarded
Select which services you'd like the discount to be redeemable for
Click Save
Set what messages are sent when a client's referrals compete their booking. They can be sent an email and an SMS with their reward -
Select the Messages tab
If you'd like for a referring client to receive an email with their reward, click on Automated Emails
Click Create Automated Email
Select the Referral Completed template
Toggle on Automation Enabled
Click Edit Content if you'd like to customise the email that is sent
Click Save
If you'd like for a referring client to receive an SMS with their reward, click on Automated SMS
Click Create Automated SMS
Select the Referral Completed template
Toggle on Automation Enabled
Click Edit Text if you'd like to customise the SMS that is sent
Click Save