Create a referral program to incentivise your existing clients to refer your business

Your existing clients can be your biggest source of new clients. Many studios want to offer referral programs to incentivise their existing clients to bring their friends and colleagues to their studio.

Clovo allows you to easily setup a fully hands-off referral program that will allow your clients to refer their friends from within the Clovo app, which will automatically email the new referral, apply benefits you configure to their account upon sign-up, and optionally credit your existing client for the referral either upon joining or upon the referred client spending a minimum amount at your studio.

How to setup your referral program

In Clovo Dashboard, simply go to Setup > Refer a friend. Toggle the refer a friend program to on and fill in your referral benefits.

Note that the refer a friend switch must be toggled on for the refer a friend program to show in client apps. If you have not enabled the refer a friend program, there will be no mention of a referral program in your client apps.

How to see referrals

You will be receive notifications of referrals so long as you have not toggled off that notification type within Notification Preferences.

Referrals are also visible under Operations > Referrals. Which will show the history of all referrals ever made by your clients, including whether the referral was accepted, and which benefits have been applied.

Change what notifications I receive about Referrals

As with all things in Clovo, you can customise what notifications you as a studio owner or studio staff member receive about referrals.

How your clients can refer their friends

Your clients can easily refer their friends from the client app by tapping on the Account Menu from the ‘You’ tab (this is the 3 dots on iOS or the Person icon in Android).

Your clients only need to enter their friends email address and tap refer. We’ll take it from there.

Note that the refer a friend button and user interface does not show for studios who have their referral program toggled off.

Refer a friend from the Account Menu on iOS

Refer a friend screen on iOS

Refer a friend from the Account Menu on Android

Refer a friend screen on Android

How is monetary credit added to an account

When you choose to reward your referred client or the referring client with monetary credit, it is applied to their Stripe account in the form of a credit balance which is then automatically applied to their next purchase.

Existing (Referring) Clients

For existing clients, their next purchase will likely be the renewal of an existing membership. In this case, the credit will be applied and their next renewal will only be for any outstanding amount exceeding the bonus credit.

New (Referred) Clients

For new clients, this amount will be deducted from their first purchase. The discounted amount will be displayed on the payment screen as the client is completing their purchase.

How packs are added to an account

If you choose to reward your new client with a credit pack for signing up, it will be added to their account instantly upon sign-up. They will not have to add the pack manually. Your new client will be able to use the pack to book immediately.