Send referral link after completed appointment to client
Send referral link after completed appointment to client
You miss referral opportunities when completed appointments don't trigger follow-ups. Clients receive referral links automatically and you capture signups within minutes.
Overview
When post-service referral invitations slip, your referral funnel stalls and manual outreach consumes CS bandwidth. This flow delivers referral links to clients automatically after checkout, letting program managers capture signups within minutes and cut manual follow-up.