What is the Customer Portal?

The Customer Portal is a self-service tool for your customers to view past and upcoming appointments, pay invoices, view past invoices, and send a message to communicate any appointment changes. This gives your customers independence and saves you time with admin while elevating your brand. For more information, please see this article.

What is the referral program?

The referral program in Customer Portal enables your customers to share a unique referral link with their friends and family. Upon following this link, the referred customer will be directed to your online booking page. After booking a job, this referral relationship will be surfaced on the Customer Profile under a "Referred by" section.

How can I set up the referral program?

If you have online booking enabled, the referral program will automatically appear to customers using your Customer Portal. If you have not enabled online booking, you will need to do so in order for the program to display.

Can I preview what customers see inside their Customer Portal referral program?

Yes, you can preview what your customers see and customize the referral message displayed by going to Settings → Customer Portal → Referral Program. Customizing the message displayed allows you to incentivize customers to share their referral link.

Can I turn off the referral program?

Yes, you can choose to disable the referral program within your Customer Portal at any time by going to Settings → Customer Portal → Referral Program and clicking the toggle.

Can I offer referred customers discounts?

Currently we do not have a way of automatically offering referred customers discounts, but this is a capability we will be adding in the future.

Can I display referral relationships on my customer list?

No, but this is a feature we are exploring.