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Disclaimer: From October 8th, 2020, this feature is now generally available to all businesses.

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Here's a list of questions and answers that you might be helpful to you:

  1. How do I enable a referral source for the reward program?
    If you are the owner, select the referral source at the organization level Admin > Organizations > Organization > Settings > General > Referral Source For Referral Marketing.
  2. The referral program will be automatically set up in Zenoti?
    The program will be automatically enabled once we release this to everyone, However, there are configuration steps you need to set up to make sure it is right for your business.
  3. How is this integrated into the CRM system?
    There is minimal integration with the CRM, as the referral program bypasses that entirely. The instant someone books a service using a referral code, they will have a guest record created.
  4. How many referral programs can I set for my business?
    Currently, you can set up one referral program for your business.
    Read our complete help article for the setup process.
  5. What are the possible rewards I can add?
    You can add discounts or pre-defined gift cards as reward to both referrer and the referred guest.
  6. How does award redemption work?
    - Discounts: A discount is considered as redeemed only after a guest avails the discount.
    - Gift Cards: A gift card is considered as redeemed as soon as it is awarded to a guest.
  7. Can I choose which centers the program is applicable to?
    Yes.
  8. What if I want to pause the reward program? Can I do that?
    Yes.
  9. What happens to the referral codes, if I turn off the reward program?
    The existing referral codes will not be valid for the rewards.
  10. If there is a referral type is enabled for the referral reward program, but the center does not want to offer discount or gift card and want this referral to work as a normal loyalty points reward system. Is this possible?
    Use the loyalty points program - the center does not need to set up the referral program.
  11. Will the Referral source on the referred guest profile appear automatically?
    Yes.
  12. Can I set a limit on the referrer awards?
    Yes. However, the referral code will be valid for new referrals.
  13. Where does the reward show up? If we only want the reward to be redeemed in-store how would that work?
    The reward is stored in the guest profile. Currently, there is no way to limit the redemption to be in-store. However, the reward is not granted to either party until the invoice of the new guest has been closed. So, the fraud potential is close to none.
  14. What is the name of the mobile app? How does it interact with Zenoti?
    The name of the mobile app is Zenoti CMA (Customer Mobile App). It is our white-labeled mobile app.
    To benefit from the full functionality of the reward program, ensure that you have CMA and Webstore V2 enabled for your business.
    Reach out to the Zenoti Support team to learn more.
  15. Does the coupon code have to be redeemed on the CMA and Webstore? Or is there a setting that could be turned off?
    The coupon code can be redeemed in person, on the phone, or on CMA / Webstore. Currently, we don't have a setting that can be turned off.
  16. What if the guests didn't book the service? Does the reward still show up under their profile?
    The award to the new guest doesn't exist unless it's used. The award for the referrer shows up under their guest profile in referral history.
  17. Can one of the rewards be a free service? Or, does it have to be a discount?
    Yes. You can set up a 100% discount for the specific service. Similarly, you can also set up product and package discounts.
  18. When the referred guests come in, does the discount already show on their invoice?
    If the referred guest booked the appointment with the code, then it will already show up on the invoice.
  19. How will this interact with the Loyalty program feature?
    Currently, the referral program will be independent of the existing loyalty point referral feature.

See Also

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