Quick Start Vol 2: Referral program

This example gives a customer a $5 in-store credit for each customer they refer. Log in as an Administrator or Manager before you begin.

1. Open Configuration > My Studio.
2. Find Referral Credit Options.
3. Set Referral Credit Mode to Per Customer.
4. Set Referral Credit Amount to $5.00.
5. Click Save & Close.

Testing the results

1. Create a customer, or open an existing customer who was referred to your studio.
2. Set Referred By to the customer who made the referral.
3. Save the customer.
4. Open the referring customer and select Deposits & Credits.

The referring customer now has a $5 in-store credit.

REV23 Desktop creates one per-customer referral credit for the referred customer record. Saving that record again will not issue the same credit twice. If you switch the studio to Per Service, the referring customer receives the configured amount whenever a new service is saved for the referred customer instead.

See Referrals for the full behavior of both modes.