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User guide

Set up Referral Vouchers

Give customers a reason to introduce a friend, with separate rewards and staff-confirmed in-store redemption.

17 steps
Set up Referral Vouchers

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Open Pages

    In your app editor, open Pages and tap Add Page or Function.

    Pages panel with the Add Page or Function button
  2. 2

    Choose Referral Vouchers

    Search “referral” and choose Referral Vouchers.

    Module picker showing Referral Vouchers
  3. 3

    Explain the program

    On General, enable referrals and set the heading, introduction, three instructions and terms; tap Next.

    General referral settings with bakery introduction and terms
  4. 4

    Set both rewards

    Enter what the friend gets and what the referrer gets, choose expiry and referral limits, then tap Next.

    Rewards tab with five pounds off, five pounds credit and ninety days expiry
  5. 5

    Add an email tagline

    Add an optional line for reward emails and tap Next to continue.

    Email tab with a thank-you tagline
  6. 6

    Browse backgrounds

    Use the background library arrows to browse, or choose No background.

    Backgrounds tab with paginated library and upload button
  7. 7

    Upload your own photo

    Tap Upload my own, choose an image and check its preview; tap Next to save all four tabs together.

    Uploaded bakery photo in the referral background picker
  8. 8

    Create the page

    Enter a page title, keep or choose the Handshake icon and tap Create Page.

    Page details with Refer a Friend title and Handshake icon
  9. 9

    Give the tab a short name

    Open Edit Page Settings, enter a short menu name such as Refer and tap Save Settings.

    Page settings with Refer short menu name
  10. 10

    Open referrals in the app

    Customers open the page and tap Sign In / Sign Up to get started.

    App-themed referral sign-in invitation over a bakery photo
  11. 11

    Use a customer account

    Customers sign in or select Sign Up; their app account is separate from your editor login.

    Customer sign-in dialog
  12. 12

    Generate and share a code

    After signing in, tap Get my referral code, then copy it or choose a sharing option.

    Unique referral code with sharing controls
  13. 13

    A friend claims the code

    The friend signs in, opens Redeem a code and enters the code, email and optional name before tapping Claim referral.

    Fictional friend referral claim form
  14. 14

    Show staff the accepted claim

    The friend shows the Code accepted screen to staff on their visit.

    Code accepted customer confirmation
  15. 15

    Confirm the visit

    In Data Manager, open Referral Vouchers and tap Mark redeemed for the genuine visit, or Reject an invalid claim.

    Pending fictional claim with Mark redeemed button
  16. 16

    Check confirmed history

    History shows confirmed claims; confirmation triggers the friend and referrer reward emails.

    Confirmed referral in History
  17. 17

    See the referrer’s reward count

    The referrer’s page now shows the earned reward alongside their sharing code.

    Referrer page showing one reward earned

Referrals are confirmed by staff in store—not applied as an automatic checkout discount. Codes, pending claims and confirmed history are available in Data Manager.