Referrals
A reward for the client and for the friend they send, tracked by their own link or code.
A referral is someone new to your salon who books their first appointment through a client's link or code.
Setting it up
Clients → Client loyalty → Referrals.
- Reward for your client — 20% off to begin with. It's given after their friend's first visit is completed and paid.
- Reward for the friend — 20% off to begin with. It's given as soon as they book, and used in the salon on that first visit.
- Limit — reward every referral, or cap how many a client can be rewarded for in a week, a month or a year.
How clients share
Each client has their own link and a short code. They find both in the SalonX app under Rewards, with a button to invite a friend. You can also copy a client's link from the Loyalty tab on their record and send it to them yourself.
The friend opens the link, sees who referred them and what they'll get, and books as normal.
Adding one by hand
A new client says "Sarah sent me" at the desk. On the new client's record → Loyalty → Add referral, pick Sarah, and choose whether to give the rewards.
Things worth knowing
- Only people who have never booked with you count, and nobody can refer themselves.
- A client has one referrer.
- Switching referrals off stops the links working. Rewards already earned stay usable.
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