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Adding Referral via Client Profile & Appointment Modal

Adding a referrer in MyTime is pretty simple. You have the option to add a referrer during appointment creation for a new client or directly on their client profile. In this article, we will explore both options. 

Contents

Adding Referral via Client Profile   

A referral can be added directly to a client profile in two ways when the profile is being created or after the client is created. 

Adding Referral  During Profile Creation

  1. Go to the Clients tab
  2. Select +Add Client button  10730680-97cd725e24a5ef29046e281314b38708.png
  3. Find the Referred field and search for an existing client that made the referral 10772775-8a3005b7c6450aef7800f523d6b7a4e6.png
  4. Once the client name appears, select Enter
  5. Save

Adding Referral After Client Profile Creation

  1. After creating the new client
  2. Scroll down to the Referral Credit Section
  3. Click on the Add Referral Credit link 10773370-1250453debd43676375e59842ce258b6.png
  4. Search for an existing client 10773407-5a92147bfdd5f8218c09827fbd685b68.png
  5. Save

The client selected as the referrer will be shown below the Referrer field in the Referral Credit section.

10773442-065b51da54cf1834cdd717d5970bc19a__1_.png

Adding Referral via Appointment Modal 

Adding Referral via Appointment Modal on Scheduler  

Once you have set up your referral program, you can add the referral source while booking an appointment for the referred client. To do this:

  1. Go to your Schedule
  2. Open the new appointment modal
  3. Click the new client icon
  4. The "Referred by Existing Customer" checkbox will appear 9574511-e72d09f7f643aaa4c1b1218f5d05c450.png
  5. Once checked, a search field for existing clients will appear  9574535-e85eb04023411f627d4729588b48b16f.png
  6. Search for the client who made the referral. In this example, we will select Lee Hewitt as the referrer
  7. Once you have added all the appointment details, save the appointment

Adding Referral via Appointment Modal in POS

  1. Navigate to POS > New Ticket
  2. Select the + Add Service link on the right panel 10773545-dc507311f8626729cf14d262fbc1be7a.png
  3. Click on the Add Client icon 10773568-d9f98121a9e987590f6c641ef6fb0497.png
  4. The "Referred by Existing Customer" checkbox will appear 
  5. Once checked, a search field for existing clients will appear 10773601-ad97689b204c50b05c2f6313efdbdfdb.png
  6. Search for the client who made the referral
  7. Once you have added all the appointment details, save the appointment

The following will happen: 

  • The referrer and referee will receive a Thank You notification if the template is enabled
  • The referral earned credit will appear on the referee and referrer profile

For information on the referral credit in the client profile, you can learn more here. 

See Also: 

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