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Referral Bonus

If you want to reward customers as soon as they recommend your business to friends, you can use the "Referral Bonus" feature. This feature is only available if you also use the Belbo Cash Register System.


You can access this area via Settings > Referral Bonus
If this feature is not activated, it can be activated via "Settings > Add Function".



Set Referral Bonus

With this feature, you can grant customers a discount or award bonus points. You can choose whether both the referrer and the referred customer receive a discount or only one of them. To do this, you can use an existing discount template. If you have not yet created the discount you want, you must do this first.

Create Discount

  • Go to Settings > Vouchers & Discounts.

  • Click on "+ Discount".

  • Set the discount you want to offer.

  • If you want to offer different discounts for the referrer and the referred customer, you can also set up two different discounts.

Assign Discounts

You can then specify which discounts should be awarded in the event of a referral:

  • Go to Settings > Referral Bonus. If this feature is not activated, it can be activated via Settings > Add Function.

  • Use the selection boxes to specify which discounts should be awarded for the referrer and the referred customer.

  • If you use bonus cards, you can also award referral points. However, awarding points is not necessary for using this feature.

Referral in the Checkout Process

Referred Customer

If the referred customer has an appointment with you, the referrer can be entered during the checkout process. This ensures that the referred customer has actually attended an appointment and paid before the referrer receives their bonus.

  • Click on the "Referred by" button during the referred customer's checkout and enter the name of the referrer.

  • If a discount is provided for referred customers, it will be applied and the price of the checkout will be reduced.

  • Complete the checkout as usual.

Referring Customer

Once a customer is registered as a referrer in a checkout process, this information is stored in the referrer's customer file. When this customer comes in for an appointment, a note appears in their checkout to alert them that they have successfully referred a friend:

Referral Overview

Under Settings > Referral Bonus you can see how many referrals have already been made:

Notification

You can send a message to the referring customer as soon as the referred customer visits you. This way you motivate them to book an appointment with you again. To personalize this message and simplify appointment booking, several placeholders are available in the message.