Add and Track Customer Referrals

Tap Customers.

You can start to type the customer name or scroll through the list to select a customer.

Tap Edit.

Enter the name of the person who referred the customer to your business in the Referred by field, and then tap Save.

Click Customers.

You can start to type the customer name or scroll through the list to select a customer.

Select the Profile tab and click Edit Profile.

Enter the name of the referrer in the Referred By field and click Update.

Click Reports.

Click Customers.

Enter the name of the referrer under Ref.By.

Click Run Report.

A list of all the clients who were referred by the individual you added will appear in the list below. The name of the referrer is shown on the right side of the page for each customer.

At the bottom of the screen, click Export to send the report to an Excel spreadsheet or PDF. Click Print to get a paper copy.