Adding a referral rewards promotion

A Referral Rewards promotion is a refer-a-friend offer. The referred client (the referee) presents a code at the till and receives a discount on their sale. The referring client (the referrer) earns a reward of their own, which is recorded against the redemption once the referee's sale is completed.

Referral promotions always need a code, so Redemption Mode is fixed to Code Required and you enter or generate the codes to hand out.

In this example both the referring client and their friend get 10% off, capped at $20.

1. Click Settings in the left menu.
2. Under Promotions, click Referral Rewards.

1. Click Add New.
2. Under Promotion Details, enter the Promotion Name and a Description. Set Status to Active when you want the promotion to run.
3. Under Referral Rewards, set what each person receives:

• Referrer Discount Type and Referrer Discount Value - the reward for the client who made the referral, as a percentage or fixed amount.
• Referee Discount Type and Referee Discount Value - the discount the referred client receives when they present their code.
• Maximum Discount Amount - an optional cap in dollars on the referred client's discount.

1. Under Who Qualifies, tick New Clients Only if the referred client must be new to your business, and set any other conditions.
2. Under Applies To, click the Services and Products the referee's discount applies to. If nothing is chosen here the promotion has nothing to discount, so make sure you select the items you want included.
3. Under Locations and Available Days & Times, choose where and when the promotion runs.
4. Under Redemption, enter the referral codes in Promo Codes (one per line). To give each referrer their own code, enter a number in Generate Batch Count and You'reOnTime will create that many unique single-use codes when you save. Codes are not case sensitive.

1. Under Limits, optionally set a Per-Client Redemption Limit of 1 so each referred client can only use the offer once.
2. Click Save.

The promotion must have at least one active code before it can be set to Active. When a referred client comes in, staff open the Apply Promotions dialog on the sale, choose the referral promotion, enter the code the client was given and click OK. See Applying Promotions to a Sale.