Overview

The referral program allows your clients to share a unique referral code or link with others. When a new client books using that code, both the referrer and the new client receive credits. This guide covers how referral codes work, how clients can share them, and how to apply them to orders.

How Referral Codes Work

Each client has a unique referral code that can be found on their Order Dashboard. When shared, the code gives the new client a discount on their first order and rewards the referrer with credits for each successful referral. The credit will then be deposited into the referrer's account once the order has been marked as paid.

Instead of sharing the code directly, clients can share a referral link — when someone clicks it, the referral code is automatically applied. This is the recommended way to share, as it removes the need to remember or type in a code manually.

Applying a Referral Code to an Order

To get started, you’ll need to enable the referral program and set the credit amount you'd like both the referrer and referee to earn.

1. Go to Configure Booking > General

2. Enable the Referral Program

3. Enter the referral credit amount

4. Click Save

Once enabled, both you and your customers can find your Referral Code under their Profile and in the Order Dashboard.

Next, your customers will need to get their referral codes. It's located under the Balance and Payments tab of their user Profile, accessible by clicking their profile in the top left corner.

It's also available at the bottom of the customer's Order Dashboard.

The customer has the option to do these things to their code:

1. Share Code Option

• The customer has the option to share the referral code.

• Alternatively, they can click "Copy Code."

1. Copy Code Option

• Clicking "Copy Code" generates a link for the new customer.

• The referral code is automatically applied when the new customer follows the link.

1. Manual Entry Option:

• If the customer prefers, they can manually enter the code during the booking process.

Customizing Referral Codes

At this time, referral codes cannot be customized or changed to a personalized name or phrase. Each code is a system-generated string of characters.

As a workaround, encourage clients to share their referral link rather than the code itself. The link automatically applies the code when clicked, making it easier to share without needing to remember the characters.

Including Referral Information in Email Templates

Currently, there is no variable available to automatically insert a client's unique referral code into email templates (such as follow-up or welcome emails). Each client's code is unique, so it cannot be auto-populated at this time.

As a workaround, you can include a general description of the referral program in your email template and direct clients to their Order Dashboard to find their personal referral code or link. This way, clients are reminded of the program and can easily access their code themselves.

Example addition to a follow-up email:

You're already part of our referral program! We're currently giving away a $100 credit for each new client you refer who books with us — and they get a $100 credit off their first order too. Log in to your Order Dashboard to find your unique referral link and learn more.