Referral Program Configuration

MyTime’s Client Referral Program makes it easy to track referrals and reward both the referrer (the existing client sharing your business) and the referee (the new client being referred). Encouraging loyal clients to spread the word is a powerful way to expand your client base and boost retention.

Things to know:

• The Client Referral Program requires an active Referral Program subscription. To enable it for your account, contact support at support@mytime.com.
• For franchise businesses, the referral program is configured at the parent level. Individual child (franchise) locations have the option to opt in or opt out. If a location opts out:
• The referral program section will be hidden from staff at that location.
• Neither referrers nor referees can redeem referral credits at that location.
• A referrer's credit will not trigger if the referee's initial visit occurs only at that opted-out location. (Note: The referrer credit will still activate if the referee later completes a qualifying visit at an opted-in location).
  
• Only one referral program can be active per account at a time.
• Referrals apply strictly to brand-new clients. Adding family members or pets under an existing client profile does not qualify as a referral.
• Clients can redeem earned referral credits either when booking online or during checkout in POS.
• When a referral credit is applied to an open POS ticket, the client’s referral balance updates immediately. However, the referral audit trail will only reflect the credit usage once the ticket is fully closed.

Once you have added a Client Referral Program subscription to your account, you can configure your referral parameters.

1. Log into your MyTime account and navigate to Marketing > Referral Program
2. Fill in the following fields:
   
   • Referee Credit: Enter the credit amount awarded to the new client (referee), redeemable on their visit once the minimum spend is met.
   • Referrer Credit: Enter the credit amount awarded to the existing client (referrer) after the referee completes a qualifying visit.
   • Minimum Spend: Enter the minimum amount the referee must spend in a single visit (excluding taxes and tips) to redeem their credit and trigger the referrer's reward.
   • Redeems For: Select which line items referral credits can be applied toward. Options include: Services, Products, Gift Cards, Packages, Memberships, and Classes.
   • Terms & Conditions: Enter any specific rules, restrictions, or legal disclaimers. When populated, this text displays directly in the referral section of your online booking widget.
3. Click Save in the bottom-right corner to activate your settings.

• Referee Credit: $20.00
• Referrer Credit: $15.00
• Minimum Spend: $50.00
• Redeems For: Services, Products
• Terms & Conditions: Referral credits are valid for 90 days from issuance and cannot be combined with other promotional discounts. Minimum spend calculation excludes taxes and tips.

How this works in practice: A new client uses a referral link to book a $75.00 facial (meeting the $50 minimum spend). At checkout, they receive $20 off their service. Once payment is processed, the existing client who referred them automatically receives a $15 credit applied to their profile for future service or product purchases.

Related Articles: 

• Adding Referral via Client Profile & Appointment Modal
• Activate Referral Credit in POS
• Referral Credit on Client Profile
• Referral Program on Booking Widget  
• Redeeming Referral Credit on Booking Widget
• Applying Referral Credit on Booking Widget
• Referral History Report
• Top Referrers Report
• Client Referral FAQs