Send a referral invite

At the end of a visit, on the Finish screen, tap the card to send the customer a referral invite. One tap.

• The customer gets their personal referral link by email.
• No email on file? You get the link back and hand it off through your phone’s own share sheet. That’s your phone doing the sending, not PoolHelm.
• Nothing to copy, nothing to track by hand.

If your company has the referral program switched off, you get a short message saying so after you tap. Nothing was sent, and nothing’s broken — the office turned it off. Mention it to them if you think it should be on.

See also (for owners): “How the referral program works.”