Referral
It would be beneficial if, when creating a new client profile and selecting ‘Referral Source’ as ‘Another Client,’ the system automatically activates the referral program once the referring client is searched and added. This would mirror how the referral program is triggered when a referral link is used.
This improvement is important because most referrals happen through word of mouth, and clients typically do not use the referral link. Automating this step would ensure referrals are properly tracked and rewarded without adding extra effort for the client or the team.
Nizvette Garcia
shared this idea
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Roxy Selzer
commented
Agreed! We are constantly finding that new clients did not het the referral bonus due to only being able to select "friend" or "family" when filling out the new client intake form. It only gets changed if we verbally ask "how did you hear about us". As wonderful as my staff is, we are human and this question does not always get asked. Please please please come up with a better solution.