Referrals - Video | Check Cherry

Referrals

Easily track who refers business to you.

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

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