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Activate Referral Credit in POS

When a client is referred to your business (Referee), the referral credit will not be usable until it is activated. Activation can be done automatically or manually. In this article, we will explore automatic activation in POS.

Things to know:

  • Automatic referral credit activation for referee occurs in POS when the client has met the minimum spend threshold in a single visit and the ticket is closed. 
  • Manual activation of referral credits involves a staff member taking action to activate the credits on the client's profile. This is done by selecting the "activate" option within the client's profile. Learn more here. 
  • When the referral credit for the referee is activated:
    • The green banner in POS > New Ticket screen will not be displayed on subsequent referee visits.
    • The referral credit for the referrer (the person who made the referral) will be automatically activated. This means that the referrer will receive their referral credit without needing to take any additional action.

Let's now walk through activating the referral credit in POS for the referee (referred client):

  1. From your schedule, open the appointment for the referred client  
  2. Click the Checkout button  9576409-aca439c94e710e9d26fa60b65400731a__1_.png
  3. You will be redirected to POS
  4. If the ticket amount does not meet the minimum spend requirement, a message will be shown indicating the amount of referral credit available and the amount required before it can be redeemed. In the example below, it shows that $200 credit is available and I need to spend $40 more in order to redeem it. 9576736-ba5d9b1181e2ae13ec4109cd1d26b2e9__1_.png
  5. If the amount meets the minimum spend requirement, a message will be shown indicating that the referral credit is activated and can be utilized9576894-73ed5960b316d9e9eb0b8980550041cc__1_.png
  6. Proceed to the Payment screen
  7. The referral credit will be shown as a payment method 9576991-c4d6c11d250de035cf0bd97a402fa642__1_.png
  8. The client can choose whether to use all or only a portion of the credit for this purchase or wait until their next visit 
  9. If the credit was used on the ticket, the payment type will show "Referral Credit Payment Received  9577045-837ace7fc296bb2d26989be795c810c6__1_.png
  • The amount used on the ticket will be deducted from the client's referral balance 
  • The transaction will be shown in the audit history on the client's profile 
  • The referrer’s credit will now be activated   

See Also:  

 

 

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