To add referral details for a new guest and to automatically generate the referral code in an invoice:

1. Start booking an appointment from the booking panel or from the Booking Wizard for a new guest.

2. From the Referral drop-down list, select the referral source.

3. In the Ref By field, enter the name of the guest who referred your brand to this guest.

4. Proceed with the booking as you normally do.

5. On the Take Payment page, the referral promo code appears automatically in the Coupon# field. You can remove the referral code by selecting X next to the field.

The invoice reflects the discount or gift card used to claim the referral reward.

Congratulations! You now have another potential brand ambassador.

See Also

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