Create Members' Referrals

You can give members rewards for referring other people who become members. You can view a list of all the referrals made by the member, and you can use the same screen to create a new referral record.

Note:

You can also create referrals when you enroll new members, by selecting the referring member in the Referred By field.

To create a member's referrals:

  1. Open Loyalty Members.

  2. Open the Edit Member page for your member.

  3. Click the Referrals icon.

  4. Click the Create Referral button and complete the necessary fields.