Set up and manage Client loyalty referrals
In this guide, you'll learn how to set up a referral program that rewards existing clients for bringing new clients to your business.
Enable loyalty referrals
- From the main menu on the left of your screen, go to Settings.
- Select Client Loyalty from the left menu panel.
- Navigate to the Referrals section and toggle it on.
Configure referral rewards
- In the Referrals section, set the referrer reward — the points or reward the existing client earns when they refer someone.
- Optionally set a referee reward — a welcome bonus for the new client who was referred.
- Define when the reward is triggered, for example, after the new client completes their first appointment.
- Click Save to publish the referral program.
Offering a reward to both the referrer and the new client increases the likelihood of referrals being made and redeemed.
How referrals are tracked
- Clients share their unique referral link or code from their BeYou365 account.
- When a new client books using the referral link, the referral is automatically recorded.
- The reward is triggered once the qualifying conditions are met, such as completing the first appointment.