Table of Contents
Overview
Client hub is your customer’s online portal where they can request work, approve quotes, review scheduled jobs, make payments, and refer their friends. Asking your clients to refer a friend to your business is an easy way to make sure you're never missing a referral opportunity since clients will be prompted automatically in client hub when paying an invoice.
Referrals are available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
Add a "Refer a friend" option in client hub
To give you clients a "refer a friend" option in client hub:
- Navigate to the Gear Icon, then select Settings, then Client hub.
- From the Referrals settings section of your client hub settings, set "clients can refer a friend" to On.
When the "clients can refer a friend" is enabled, a button is added to Refer a Friend on the side navigation in client hub. Selecting this option opens a pop-up with options for your clients to send others in their network a custom link to your default request form.
Note: If you have multiple request forms set up, the referral link will direct customers to your default request form.
From there, your client can customize the email message in your selected email client before sending the email.
Note: To make sure that anyone referred to your business can view your request form, double-check that your request form is set up to be shared. In your request settings, toggle Share Request Form to ON.
When a new request comes in from a client who was referred by a friend, you'll see a Referral field on the request that links to the client who referred them. If you want to thank or reward your clients who refer new business to you, this field is a good way to track which clients are making referrals.
Customize the "refer a friend" message
To customize the message that is populated when your clients refer friends, follow these steps:
- Navigate to the Gear Icon, then select Settings, then Client hub.
- From the Referrals settings section of your client hub settings, select Edit from the "Templates" section.
- Enter the default message that your client can share with their friends, then select Save.
Note: Clients can still customize the default message before sharing.
What do my clients see?
Clicking Refer a Friend opens the options to share the link to your default request form, but the options to share the booking link vary if your client is viewing client hub from a desktop or a mobile device.
Here's how the option looks from a desktop:
And from a mobile device:
Note: These options may vary by OS.
Learn more about what your clients see in client hub.