Reward clients who refer friends, and see where new clients come from

Zelun gives every client a personal referral code and a share link. When a friend books for the first time through that link and later pays for their first visit, both of them earn credit. The credit is then taken off a later visit at checkout. The program stays off until you set a reward.

Separately, Zelun can remember where each new client came from, called the Acquisition source: Google, Instagram, Referral, Walk-in, Desk, Public or Other. You see the totals in your reports, so you know which channels actually bring people in.

• The Referral program section lives on My business, and the client's referral code and credit are on the Clients page. If you are sent to a Forbidden page, ask the person who manages your company account to make these changes with you.
• Decide the reward in the money your company uses. The reward field takes cents, so a value is entered as a whole number of cents.
• Clients need your booking page to use their link. The booking page must be live for referred friends to book.

Turn the program on

1. Open My business and in Overview find Referral program.
2. In Reward per side (cents) enter the reward each side earns. Leave it at 0 to keep the program off.
3. Optionally fill Monthly cap per referrer (cents, optional) to limit how much one referrer can earn in a month.
4. Press Save referral settings.

See a client's code, credit and history

1. In the same company page, go to Catalog and find Clients.
2. Each client who has a code shows Referral code and Referral credit, and a Share link you can open to send by WhatsApp yourself.
3. Press View history to open Referral history. It lists Earned as referred, Earned as referrer and Redeemed at checkout.

Apply credit at checkout

1. Open the appointment in the appointment book and start the Checkout.
2. If the client has credit, the field Apply referral credit (cents, up to ...) appears with their balance. Enter the amount in cents, up to the balance, then press Apply.
3. The amount comes off the service part of the bill before you take payment. Zelun will not let you apply more than the client's balance or more than what is left to pay.

Record or correct where a client came from

1. When you add a client from Clients (press New), pick Acquisition source and, if you like, add Source detail (optional). A new client defaults to Desk.
2. For an existing client, pick them in Clients and change the Acquisition source list under Profile and preferences. Choose Not set only to leave it blank. You can fix a wrong source at any time.
3. To see the totals, open Reports and look for New clients by source.

• On the page where they manage their booking, a client sees Share with a friend, with buttons Share on WhatsApp and Copy link, and, when they have credit, the credit available. The WhatsApp share is started by the client themselves, so it does not use your messaging credits.
• A friend who opens the link and books as a new client is linked to the referrer automatically. If the code is wrong, or the person is using their own phone number, the booking still goes through, just without a referral.
• Both people earn the reward once, after the friend's first checkout, and only if that checkout has something left to pay after discounts. A second visit by the friend does not earn again. If the referrer has reached the monthly cap, only the friend is rewarded.
• Credit reduces the price of a later visit when you apply it at checkout. It is not applied by itself.

• Expecting rewards while the reward is 0. Nothing is issued until you set Reward per side (cents).
• Typing a reward in whole currency. The field is in cents.
• Expecting a reward on a free visit. If the first checkout totals nothing after discounts, no credit is issued and the friend can still earn on a later paid visit.
• Expecting credit to apply automatically. Staff apply it in the checkout.
• Expecting the booking page to change the source later. The source is set when the client is created. Booking again through another link does not overwrite it, but you can correct it by hand.
• Expecting the source to be a free-text note. It is one of the fixed choices. Anything unusual goes in Source detail (optional).

Loyalty points, client records and discounts are explained in the related articles.