Referrals: every customer gets a link
Send the Refer a friend campaign from Campaigns. Every customer in the segment gets an email with their own booking link. When a friend books through it, three things happen: the friend lands on your booking page with “Referred by their name. Welcome.”, the new client’s card says Came from: Referral with the customer’s name, and the Referrals card on Campaigns counts it.
The Referrals card shows friends sent, booked and paid, and who is owed a thank-you. Press Reward to set what you promise (the default is $25 off your next visit; it merges into the campaign as {{offer}}). Press See who for the list; when you have thanked a customer, press Mark thanked so the card stops nagging.
You can also hand a link to one customer: open their card and press Copy referral link under Came from. The link never changes, so it can go on a fridge magnet.
Referrals appear on Insights, Lead sources, as their own channel, so you can see what the program brings in.
Referrals are part of the Scale plan.
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