Referrals

0:00 – Introduction to Referrals Feature
0:05 – Purpose: Tracking Referral Sources
0:10 – Linking Referrals to Bookings, Proposals, or Leads
0:17 – Who Can Be a Referrer (Customers, Staff, or Others)
0:27 – Example: Adding a Venue or External Partner
0:36 – Manually Assigning a Referral
0:45 – Editing and Associating Referrals in a Booking
1:08 – Saving and Viewing Referral Associations
1:14 – Assigning Referrals to Leads
1:33 – Data Carryover from Lead to Booking
1:44 – Automatic Referral Tracking via Links
2:20 – Viewing Referral Links from a User Account
2:28 – Impersonating a User to View Their Referral Link
2:46 – Sharing Referral Links and Customizing Messaging
3:08 – Setting Up Referral Tracking in Business Settings
3:22 – Customizing Staff and Customer Referral Pages
3:31 – How Referral Tabs Appear to Users
3:48 – Wrap-Up: Benefits of Referral Tracking in Check Cherry

Easily track who refers business to you.