How to Process Referral Sale
Website - Referral Program
Referred Person - The FriendFor the Sale (the friend who purchased)
Retail > Rt side > In the notes = Mention Referrer name Eg “Referred by Jane Doe – Dr K” Retail > Lt Side = Enter Promo code = refer This will apply the $100 discount to the ticket After than proceed as usual Contact log all details – and copy paste this contact log to the Referrer’s contact log too |
Referrer - The Original ClientFor the Referrer (How to give instore credit)
IMPORTANT- Done ONLY after Referred person receives her FIRST Treatment. If the referred person cancels before receiving 1st treatment, we cannot give the Referrer $100 instore credit Retail > Rt Side > Payments/Gift Cards From the drop down menu choose > ReferAFriend Credit $100 at $0.00 This will apply $100 credit to her account Retail > Rt Side > In the notes = Mention Referred friend’s name Eg “Referred Kathy Smith – Dr K” After than proceed as usual You will see a Green ticket with $100 on Client Home Page and under Purchase tab Contact log all details – copy paste from the Referred person’s contact log |