Turn on customer referrals

In Settings, under Referrals, turn on Offer referrals to customers, set the friend's discount and the referrer's credit, and select Save referral settings. A customer gets a code after a paid clean; a friend who books with it gets the discount.

Before you start

Only the owner can change referral settings. Dispatchers can read them and see the message "Only the owner can change referral settings." Referrals are off until you turn them on.

Steps

1. Open Settings and find Referrals. Turn on Offer referrals to customers.

2. Set Friend's discount as Fixed amount ($) or Percent (%). The form starts at a fixed $20; the box accepts up to $500 or up to 50%.

3. Set Referrer's credit ($), the credit the customer earns once the friend's first clean is paid. It starts at $20. Credit lasts (months) is how long it stays usable; it starts at 12.

4. Set the limits. Minimum job ($) is the smallest clean a code applies to. Monthly budget ($) caps the discounts and credit you give each month; leave it blank for no limit. Referrals one customer can earn per month starts at 5.

5. Under Same address as another customer, choose Hold for review, Reject or Allow. Hold for review is the starting choice.

6. Check What customers see, which previews the share card in English and Spanish, then select Save referral settings.

What happens next

• After a paid clean, the customer sees a share card and a code on their receipt email, their manage page and their account. Friends type it under Have a referral code? when they book, and the quote shows a Referral discount line.
• When the friend's first clean is charged or marked paid, the customer gets the Referral credit earned email. The credit comes off their next clean automatically and never pays a tip.
• Money, then Referrals shows credit outstanding, recent referrals and where bookings come from.
• To pay cleaners for referrals too, turn on Cleaners can share their own referral code under Crew referrals and set Bonus per new customer (paid with payouts). The bonus appears in the Payouts report.

If something goes wrong

• A referral is on hold. On Today, in Alerts, a line starts "Referral held:" and names the reason, such as "same address as another customer". Select Approve, or Reject and then Reject referral in the box "Reject this referral?". Rejecting before the friend's clean is paid removes the discount and emails the friend (Referral discount removed).
• "Referral budget for November reached; new codes are paused." This alert (with the current month) on Today links to Referral settings. Raise Monthly budget ($) or wait for next month.
• "This code can't be used." The customer sees this for any code that is unknown, switched off or used up.
• "Enter up to $500, or up to 50%." Fix the box that is outlined; the preview returns when every box is valid.

Related

Email templates · Payouts report · Reviews and the Google link