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Client Referral Settings

This guide will show you how to set up your Pabau to contact/reward your clients if they refer a new client to you. You can also set a message/reward for the new client.

1. Go to 'Marketing'.

2. Click on 'Referral Tracker'.

3. Click on 'Referral Setup' on the right-hand side.

4. Here you can change the settings.

 

  • You have the option to reward either party by enabling or disabling the referrer or referee.
  • You can set the amount of the voucher you would like to give either side and alter the expiry date.
  • You can check/alter the template Email/SMS that will go out by going to 'Click here to set Referrer/Referee notifications' or Setup > Data > Templates.

5. To record the referral, go to the new patients client card and underneath their name and Custom ID is 'Referred By', as long as the correct templates are in place as soon as you choose the referred by automatic emails should go out.

 

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