Inbox & follow-ups·Setup6 min read

Run a referral program

Each customer gets a personal share link. When a friend books, the case shows up tagged as a referral and the original referrer is credited automatically when it closes Won.

In this guide

1. Setting it up
2. What the customer sees
3. What the friend sees
4. What you see
5. How conversion is tracked
6. The Referrals page
7. Plan
See also

Service businesses live on word of mouth, and Yesoma's referral program puts a one-tap share link in every customer's hand. Each customer gets a personal URL like getyesoma.com/r/<their-token>. When they share it and a friend books, you see who sent who in your inbox + the Referrals page. This guide is how to set it up, how it works end to end, and what shows up where.

1. Setting it up

Open Referrals, choose Customer referrals, then use Manage program:

Write a Reward description in plain language: "$25 off your next booking", "Free brow tint with any color service", "10% off your first cut" — anything you can honor. Required before you can turn the program on.
Optional Fine print: eligibility, expiry, exclusions. Shown beneath the reward card on the referral landing page.
Flip the toggle on. Save.

That's it. Every customer now has a referral link automatically.

2. What the customer sees

In their portal at /c/<token>, a new Refer a friend card appears with:

Your reward in plain language.
Their personal URL.
Three share buttons — Share (native iOS/Android share sheet), WhatsApp (opens wa.me with a prefilled message), Text (opens SMS).
Their own stats: "2 booked · 5 sent".

They share it with a friend in whatever channel works for them.

3. What the friend sees

The friend lands on /r/<token> — a branded public page in your colors and logo with:

A trust pill: "Recommended by [referrer's first name]" with an initial avatar.
A gradient gift card with your reward copy front-and-center.
A short contact form (name + email or WhatsApp + optional message).

When they submit, Yesoma:

Finds-or-creates a customer record for them in your workspace.
Creates an inquiry tagged source=referral with the referral message as the first thread message.
Logs a row in the referrals ledger tying the new lead back to the original referrer.

4. What you see

The new inquiry shows up in your inbox like any other lead. The subject is "Referral from <referrer name>" so the origin is obvious.

Open the case and work it normally — quote, reply, close.

5. How conversion is tracked

When the referee's case closes Won — either you manually mark it Won or a deposit is paid through Stripe which auto-Wins it — the matching referral row flips from pending → converted automatically. No extra action needed on your end.

Sarah (the original referrer) opens her portal next time and sees "1 booked · 1 sent" instead of "0 booked · 1 sent". When she sees it converted, that's your cue to hand out the reward you promised.

6. The Referrals page

Sidebar → Referrals opens the customer-referral workspace. The Referral Pulse shows open introductions, converted introductions, conversion rate, and the next best move.

The customer referral queue is the main work area. Search by referred customer, referrer, related Case number, or Case subject, and combine that with All, Open, Converted, or Closed. Selecting a row keeps the queue visible and opens its attribution, related Case, customer thank-you, and recorded timeline in a side preview.

An estimate is not a payout ledger. You honor the reward however you like — manual credit, code on the next quote, or a discount on the next booking. Yesoma tracks attribution and conversion; you decide how to fulfill the customer reward.

7. Plan

Referral program needs the Business plan or higher (same gate as branded email + deposits). The toggle is locked on Starter. Turning it off later kills the /r/<token> landing, hides the customer's share card, but keeps the historic ledger so you can still see who referred who.