Once a referee has received the referral invitation link, they can proceed to redeem the credit on the booking widget. Please note that the referral link is only valid for new clients. In this article, we will explore how to redeem referral credits.
Things to know:
Referral credits can only be applied to the selected items that have been configured in the referral program.
Contents:
Invitation sent via email
To redeem credit sent via email, the referee should:
- Open the email invitation
- Select the Book Now button
- When directed to the booking widget, a modal will appear with a message similar to the one displayed in the screenshot below.
- Select Book Now
- Choose the desired service and time
- On the Checkout page, the client will be prompted to sign up (they must be a new client). If an existing client attempts to use the link, a validation message will populate.
- If the service value does not meet the minimum spend requirement, a message will be shown below appointment details on the right indicating the amount of referral credit available and the amount required before it can be redeemed. In the example below, the client needs to spend $40 more in order to be able to redeem the referral credit.
- The client can then add an additional service that meets the minimum spend requirement
- Proceed to checkout
- They can then enter the credit value they want to utilize in the Apply Referral Credit field
- Then hit the Apply button
- The credit will be successfully applied
- Complete the booking
Referral link sent as a text or via social media
To redeem credit sent as a link, the referee should:
- Click on the link
- When directed to the booking widget, a modal will appear with a message similar to the one displayed in the screenshot below.
- Select Book Now
- Choose the desired service and time
- On the Checkout page, the client will be prompted to sign up
- If the service value does not meet the minimum spend requirement, a message will be shown below appointment details on the right indicating the amount of referral credit available and the amount required before it can be redeemed. In the example below, the client needs to spend $40 more in order to be able to redeem the referral credit.
- The client can then add an additional service that meets the minimum spend requirement
- Proceed to checkout
- They can then enter the credit value they want to utilize in the Apply Referral Credit field
- Then hit the Apply button
- The credit will be successfully applied
- Complete the booking
The following will happen:
- The referral credit will be activated after the ticket is closed
- Once the ticket is closed, the amount used will be deducted from their Referral Balance
- The transaction will be shown in the audit history on the client's profile