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Home > Client Management > Client Referrals - Credit allocation logic
Client Referrals - Credit allocation logic
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Credit Allocation Logic: 

As a means to share the client referral system logic, here is a table of use cases covering the expected behaviours of credit allocations. Please note: the examples below focus on the referring client and where their expected credits will be available from a qualified referral. 

 

Use Case

System Logic

Referring client has only one home location - the referred client gets an invite and purchases at the same location

 

If a referring client has only 1 known home location, the credits should be allocated to that home location when the referred client makes a qualifying purchase.

 

Referring client has only one home location - the referred client gets an invite and purchases at a different location

 

If a referring client has only 1 known home location, the credits should be allocated to that home location when the referred client makes a qualifying purchase.

 

 

Referring client has multiple home locations A, B, C, - the referred client gets an invite and purchases at location A

 

If a referring client has multiple home locations, and then the referred client makes a qualifying purchase at any of the locations,

that matches a current home location of the referring client, then allocate the credits to this matching location. In this example, it would be Location A 

 

Referring client has multiple home locations A, B, C, - the referred client gets invite and purchases at location D

 

If a referring client has multiple home locations, and then the referred makes a qualifying purchase at a different location to that of the referring client, then allocate the credits to the location of the last known payment by the referring client. ( ie, if Client has A, B C as Home location and their most recent purchase was at Location B then allocate the credit to location B)

 

 

Referring client has no active home locations, and has never made a payment/purchase anywhere- referred client gets an invite and purchases at location A

 

If a referring client does not have any current home location, or matching location to the referred clients qualifying purchase, then allocate the credits at the location where the referred person joins.

 

 

Referring client has no active home locations, and has made a payment/purchase at location A- referred client gets an invite and purchases at location B

 

If a referring client does not have any current home location, or matching location to the referred clients qualifying purchase, then allocate the credits to the location of the last known payment by the referring.

 

 

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