Editing Referral Credit

A client’s referral credit value can be updated at any time. This article will guide you through the steps to edit referral credits directly on the client’s profile.

Things to know:

• The ability to edit referral credits is controlled by the "Accessing Referral Credits" access control setting.
• Currently, only one referral program can be set up per account. 
• Credits are awarded exclusively for new clients; family members, children, pets, and vehicles added to an existing client profile do not qualify as new referrals.

To edit a client's referral credit, simply:

1. Navigate to the Clients tab
2. Search for and open the client’s profile
3. Scroll down to the Referral Credit section
4. Click the View Referral Credit button
5. Click the edit icon next to the credit you want to modify
6. In the Edit Referral Credit modal, enter the updated value and click Save
7. The updated credit value will be reflected immediately and tracked in the Audit Trail for reference.

For more information, contact us at support@mytime.com or (385) 233-6964.    

Related Articles:

• Referral Program Configuration
• Adding Referral via Client Profile & Appointment Modal
• Activate Referral Credit in POS
• Referral Program on Booking Widget
• Referral Program on Guest App
• Referral Credit on Client Profile
• Force Activating Referral Credit
• Viewing Referral Earned Credits on Referee and Referrer Profiles
• Viewing Referral Credit Audit Trail
• Deleting Referral Credit