Skip to main content

​
Overview

The referral programme rewards clients who introduce their friends. Each client gets a unique refer-a-friend link. When a friend books and their first paid appointment is checked out (non-zero value), both sides can earn a fixed-amount discount (never a percentage). Referrals share the same plan feature as the Loyalty programme (LoyaltyEnabled), but they are a separate programme with their own settings — you can run referrals with loyalty paused.
Find it under Programmes → Referrals in the sidebar, or go to Settings → Referrals.

​
How it works

  1. Turn the programme Active and set the friend and referrer reward amounts under Settings → Referrals (or Programmes → Referrals).
  2. Each client gets a unique referral code and shareable link.
  3. A friend opens the link, books, and uses their welcome reward on their first appointment.
  4. Once that first paid appointment is checked out (non-zero value), the referring client earns their reward automatically.
  5. Rewards appear as fixed-amount discounts at checkout and expire after the months you configure.

​
Setting up the programme

Go to Settings → Referrals (or Programmes → Referrals). Access: needs the Manage referrals or Manage settings permission, and a plan that includes loyalty/referrals.

​
Programme

The Programme row switches between Paused and Active. Rewards can be configured while paused; clients only see their share link once the programme is Active.

​
Rewards

  • Friend reward — welcome discount the referred friend can use on their first appointment.
  • Referrer reward — discount the existing client earns once that first paid appointment is checked out (non-zero value).
  • Both are fixed currency amounts only (amounts you choose in your business currency) — there is no percentage option.
  • Reward expiry — how many months an issued reward stays usable.
  • Monthly cap (optional) — limits how many earned referrer rewards one client can receive per month.
Clients sign in to your online booking site, open Account, then Refer a friend. That page shows their code, share link, friends referred, and available rewards. My profile is for contact and consent details only — it does not include a Referrals section. Your team can also copy any client’s link from Clients → select client → Wallet → Referrals.

​
Automated messages

When a referrer earns a reward, the Referral reward earned message can notify them (email on by default). The {{RewardAmount}} variable is always a formatted currency amount — see Automated messages.

​
Reports

Track conversions, rewards issued/redeemed, and reward value in the Referrals report under Insights → Reports (or Programmes). See Reports.