Deleting Referral Credit

This article will guide you through the steps to delete referral credit from a client profile.

Things to know:

• The ability to delete referral credit is governed by the "Accessing Referral Credits" access control setting.
• Deleting a referral credit will remove it from both the referrer’s and the referee’s profiles.
• If a client has already used part of their referral credit, trying to delete the referral credit will trigger this error message: "Cannot delete referral credit because it would make the balance negative."

To delete a client's referral credits

1. Navigate to the Clients tab
2. Search for and open the client’s profile
3. Scroll down to the Referral Credit section
4. Click the View Referral Credit button
5. Click the edit icon next to the credit you want to delete
6. Click Delete Referral Credit
7. A warning message will appear
8. To confirm, click the Delete button.

Once deleted, the referral credit will be permanently removed from both involved profiles

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

• Referral Program Configuration
• Adding Referral via Client Profile & Appointment Modal
• Referral Link on Client’s Profile
• Force Activating Referral Credit
• Viewing Referral Earned Credits on Referee and Referrer Profiles
• Viewing Referral Credit Audit Trail
• Referral Credit on Client Profile
• Referral Program on Guest App
• Applying Referral Credit Online
• Referral Links in Automated Messages & Campaigns
• Referral History Report
• Top Referrers Report