Refer a friend: each client’s own link, and a reward once
Every client has a link and a code to share; a friend who leaves their details lands on your leads board, and their first visit earns the reward you set, once.
CustomersOn a client’s page, Refer a friend shows their own link (app.dotask.io/r/ and an eight-letter code). Copy it, or Send on WhatsApp opens your own WhatsApp on a chat with them with the link filled in. The Refer a friend automation emails it to clients two days after a milestone, once per client.
A friend who opens the link leaves their name and a phone or email, and agrees to be contacted. They land on Leads as New, tagged Lead and Referral, with “Referral from” and the client’s first name as the source. Someone who comes in by phone or at the desk: on the friend’s page, Add who referred them, by name or code. Someone who has visited already cannot be referred, and nobody can refer themselves.
The reward
When the friend’s first visit is done (a sale completed at Checkout, or a booking marked completed), the referral is rewarded once, as set in Customers → Client settings: credit at Checkout for the client who referred (and optionally welcome credit for the friend), added like a top-up; or a code from one of your manual offers; or nothing, only tracked. A code that cannot be made (no offer chosen, or the client already has one from it) is listed under Rewards owed, to hand over and Mark given.
Customers → Refer a friend shows the leaderboard (who brought friends who visited), the rewards owed, and every referral with its status. Owners, admins and people with Sales figures settle rewards and can call a referral off.