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Referral Earned Credit on Referee and Referrer Client Profiles

In this article, we will discuss how you can view referral credit on the client profile.

Things to know:

  • Clients can redeem referral credits while booking an appointment online or during payment in POS
  • Referrals apply only when referring new clients. Family members, children, pets, and autos to be attached to existing client profiles are not considered new referrals.
  • Only one referral program can be set up for an account

To view, the referral earned credits on the referee's or referrer's client profile: 

1. Navigate to the Clients tab 

2. Search for the client's profile 

3. Scroll down to the Referral Credit section

Referee's Profile

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Referrer's Profile

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Referee's Profile

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Referrer's Profile

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