Loyalty & gift cards · How-to
Record a client referral
Note who recommended a new client, and the referrer earns points on their own when the new client comes in.
Open the referrals
Open Loyalty & gift cards › Referrals. Each referral shows the “Referrer”, the “Referred” client, the “Reward” in points and its “Status”.
Add a referral
Press “Add referral”, choose the “Referrer” and the “Referred client”, and press “Add referral”. Adding referrals needs a role that can create loyalty records.
Know the reward
The reward is the “Referral reward (points)” set in the program at the moment you add the referral. Changing that setting later does not change referrals already added.
Let it pay out
The referral stays “Pending” until the referred client next completes a visit or pays an invoice while the program is active. The referrer then gets the points, once, and the status becomes “Rewarded”. While the program is off, the referral waits and pays on the referred client’s next visit after you turn it back on.
Common questions
- Can a client be referred by two people?
No. Each client can be recorded as referred only once, and nobody can refer themselves.
- Can I change or remove a referral?
No. A referral cannot be edited or deleted once it is added, so check both names before you press “Add referral”.
- Can I record client referrals on the phone?
Yes, in Client referrals: choose who referred whom. A referral is paid in loyalty points, never money or a credit, on the referred client’s first visit or paid invoice; while the programme is paused, it waits. Inviting another business to Setvos stays on the web.
Read next
Set up the points program
Choose how many points clients earn, what a point is worth, the tiers and their discounts, the referral reward, whether points expire and whether you sell gift cards on your booking page.
See, adjust and spend a client’s points
Check a client’s balance and tier, add or remove points by hand, and let them pay with points at the till.
Contacts: your clients and the companies they work for
Keep one card per client with their history, notes, tags and files, find anyone in seconds, and keep the list free of duplicates.
Loyalty: common questions
Expiry, earning on sales paid with points, tiers, merging clients, turning the program off and buying online.
More in Loyalty & gift cards
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