Referral Program
Automated way to allow clients to invite a friend, and when that friend completes their appt, they both get a discount.
Hey folks! Thank you for your feedback! You’ll be happy to know that we rolled out our new automated referral program this week. With this update, you can now set up a program in minutes that allows your clients to quickly grab and share a custom link with friends. When friends book using that link, they see a first-visit discount, and the existing client gets rewarded upon completion of the first appointment! Check out the changelog for a quick summary, or read up on the full setup process in the support article! We appreciate your ideas and contributions—they help us constantly improve our software. Please let us know how this new feature works out for you!
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Bryan Bernstein commented
Hello, any updates on this as well? We're so limited in such critical functionality. I love BLVD so much but these pain points in our daily operations are becoming increasingly more frustrating as time goes on and nothing is updated. The cost of this system per month we should have basic functionality such as referrals, memberships, better reporting. A lot of these necessary components have been requested for 1-2 years with lots of votes about them being critical.
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Brittany Easley commented
Currently, when account credits or vouchers are issued, they are recorded as a sale or deposit, regardless of whether actual money was received from the client. For example, in our referral program, when a client refers a friend, the friend receives $10 off their service, and the referring client receives a $10 credit towards their next appointment. However, these credits are being recorded as though they were monetary transactions, which skews our financial reports.
To improve this process, I suggest the following:
Automated Referral System: Create an automated feature that allows clients to invite a friend directly through the system. When the referred friend completes their appointment, both the friend and the referring client would automatically receive a predetermined discount, issued as an account credit. This automation would not only simplify the referral process for our clients but also ensure that rewards are accurately tracked and applied.
Accurate Credit Tracking: When applying these credits, there should be an option to specify whether the credit is tied to an actual payment received or if it is a discount or reward. This distinction would allow for more precise financial reporting, reflecting the true nature of the transaction.
Implementing these features would greatly enhance the functionality of the referral program while ensuring that financial reports remain accurate and reliable.
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Rick Vencill commented
Yes, this would be fantastic. Please implement.
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Vennessa Ortiz commented
Taking the referral assignment one step further by setting up a simple discount that applies across the board where if "client A" refers "Client B" so "Client A" gets a certain credit amount on their account. We offer a Give $10, Get $10 referral program and this feature would be great to have!
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Meli Batimana commented
Would love to see this happen. We get so many referrals we would love to be able to track and incentivize
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Brenna Smith commented
Offer some type of client referral program that will display the referred clients in the profile of the client who referred them.
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Eugene Kagansky commented
Referral program in the dashboard that will automatically award account credit or points to client's when they refer someone to the business.
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Brenna Smith commented
Referral program in the dashboard that will automatically award account credit to client's when they refer someone to the business.
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Beret Loncar commented
I always find it mystifying when booking companies do not build this....and yet they themselves use one, as it is essential to their biz. hmmmmmm please build us the thing so we can make the money too!