People tend to trust recommendations from friends or family, making referrals highly effective.
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Here's how you can set up a referral program in Punchpass and incentivize current customers to share your business.

In Punchpass, each customer profile allows you to enter a referral source. Here are a few options for collecting customer referral information!

From the customer account, click the Info tab, and press the Edit Info button; and you can manually enter this information for them.
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If you're on our Redwood plan, you can also set up an intake form to collect this information when a customer creates an account.
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​More information on Intake Forms with the Redwood plan

Customers can also update their account information!
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After creating an account, guide customers to complete their account profile using the Welcome Email automation, and you can then track the referral source from their profile in the New Customers report.
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More information on Automations
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You'll be able to review your new customers and their referrals, you'll find a report with all of your new customers listed in the Customers > New Customers report.

You might consider setting up an email template, if you'd like to target or message clients from this report!
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When the time comes to credit the customer, you can then create a discount code for them to use or you can assign them a free pass.
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Here are some of our guides around those reward options:

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