Viewing Referral Earned Credits on Referee and Referrer Profiles

This article explains how to view referral credits earned by both the referrer (the person who shared the referral link) and the referee (the new client who used the referral link).

Things to know:

• The ability to view referral credits earned on both the referee’s and referrer’s profiles is controlled by the "Accessing Referral Credits" access control setting.
• Referral credits can be redeemed by clients when booking an appointment online or during checkout in POS.
• Credits are awarded only for new clients. Family members, children, pets, and autos added to an existing client profile do not qualify as new referrals

To view, the referral earned credits on the referee's or referrer's client profile: 

1. Navigate to the Clients tab
2. Search for and open the client’s profile
3. Scroll down to the Referral Credit section
4. Here, you’ll see any referral credits earned, whether the client is a referrer or referee.

Examples

Referee’s Profile

Shows referral credits received after using a referral link.

Referrer’s Profile

Displays referral credits earned from someone using their referral link.

Related Articles:

• Editing Referral Credit 
• Deleting Referral Credit  
• Force Activating Referral Credit