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Recording, Tracking and Rewarding Clients who Refer New Clients

  • Updated

Simple Salon is designed to record your clients who have referred new clients so that you can reward them with loyalty points, or a Gift Voucher.

If you would like to keep track of your clients who are referring new clients, here's how.

You record a referral on the new client's card, in the Referred By box.

  1. If the client is brand new, add them first. The Add New Client box asks for their name, mobile and email.
  2. Click Search clients (the magnifying glass, top right of the diary). Start typing the new client's name and click them in the search results to open their client card.
  3. Click the Edit client pencil at the top of the left panel. The Edit Profile page opens.
  4. Under Other Information, click the Referred By box, type the name of the client who referred them and click that client in the list.

    The Referred By search box on the Edit Profile page, highlighted

  5. Optional: choose a Referral Type too. See Referral Types: See how your clients are finding your salon.
  6. Click Save.

The system will track the Referred By clients via:

  • The Clients who referred someone option in Marketing
  • The Clients who were referred option in Marketing
  • The Client Marketing Report via Reporting under Report List

Viewing clients who have referred a new client

Go to Marketing, and click the Clients who referred someone option.

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Change the date range on the right side panel and click Search.

The search results will show you all the clients who have referred someone during this date range.

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Viewing and rewarding your clients via the Client Marketing Report

This option goes two steps further:

1. Allows you to reward the clients who have referred someone.

2. Allows you to see a list of all clients referred by any one client.

So, if Barry referred Tom, Dick and Harry, then the Client Marketing Report will go that one step further to show you all of the clients who Barry has referred.

Go to Reporting, select the Report List, and click the Client Marketing Report.

Change the dates of the report and click Show Details for Clients Who Referred Someone.

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The search results will show you all the client's who referred someone during this date range.

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If you would like to see a list of all the clients any one client has referred, simply click the Details link in their row.

So, click the Details link in Barry Big Arm's row to see all of the clients Barry has referred.

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Rewarding your clients who have referred someone

Perhaps you would like to reward these clients, who have referred someone, with a Gift Voucher or additional Loyalty Points.

Look at the Client Marketing Report and select Show Details for Clients Who Referred Someone. You will see a pink heart next to each client.

Click the pink heart  Screen_Shot_2020-08-14_at_5.27.49_pm.png and you can reward them with extra points on the right side, or with a Gift Voucher.

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To reward them with a Gift Voucher, choose the Gift Voucher you want to give them from the menu, and click Reward. Write the Gift Voucher ID on the actual voucher/card you give to the client. This means you can track the voucher when it returns to the salon.

If you want to reward them with loyalty points, simply enter in the number of points they are receiving and click Reward.

NOTE: If you need to create the voucher in which you are rewarding them with, click here to learn how.

There you have it, now you know how to record, track and reward your clients who are referring new clients.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page. 

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