Add client referrals manually
In this guide, you’ll learn how to manually add client referrals in client profiles, so you always know who’s bringing new clients to your business.
How client referrals work
When a new client is referred by someone that is already in your client list, you can easily update their client profile to reflect who referred them. This helps you maintain accurate client records and ensure referrals are properly tracked.
Add referrals to client profiles manually
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- Click on a client's profile to view their profile details.
- In the client view, click on Actions and select Edit client details to update the client's information.
- In the Edit client view, scroll down to Additional info to add the referral details.
- Under Referred by, click Add to choose the existing client who referred this new client to your business.
- In the pop-up, use the search bar to find and select the referring client from your client list.
- Click on the Save button in the top right to update the client's profile details.
On the referred client’s profile, the client details include a "Referred by" section that displays the name of the person who referred them.
Remove or change a referral in a client profile
- From the main menu on the left of your screen, go to Clients.
- Select Clients list from the left menu panel.
- In the client view, click on Actions and select Edit client details to update the client's information.
- In the Edit client view, scroll down to Additional info.
- Under Referred by, click on Remove next to the existing client who referred this new client.
- To change the client, click Add to choose an alternative existing as the referrer.
- Click on the Save button in the top right to update the client's profile details.
FAQs
Manually assigning a referrer in a client's profile does not remove or impact the Marketplace New Client Fee.
The Marketplace New Client Fee is applied based on how the client originally found and booked your business through the Fresha marketplace, regardless of any referral details added later.
Yes, referral information appears in the Client insights report. If a client was referred by someone, their referrer's name will be listed in the Referred by column.