> ## Documentation Index
> Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Referral requests

> Ask customers who just left you a positive review if they know someone else who needs you.

A customer who has just rated you 4–5★ is the most willing they will ever be to recommend you. Referral requests catch that moment: a day after a positive review, they get one short message asking if they know someone who needs the same kind of work — and whoever they name lands in your CRM as a lead with a task to call them.

This is **off by default**. Turn it on in **Reputation → Settings → Referral asks**.

## How it works

1. A customer taps **4 or 5 stars** on your review page.
2. On the thank-you screen they're offered **"Refer a friend"** right away — some people are happy to do it in the moment.
3. A day later (your **delay** setting) they get one message — SMS first, email as a fallback — with a link to your referral page. If they already referred someone from the thank-you screen, that message is skipped.
4. They enter one name plus a phone number or an email, and anything you should know.
5. That person becomes a **lead** in Contacts, tagged `referral`, with a note saying who referred them.
6. A **high-priority task** ("Call referral: …") is created, due in 4 business hours, and your owners get a notification.

Everything shows up under **Reputation → Referrals**: who you asked, who opened the ask, and every referral you've received.

## We never message the referred person

The person being referred never gave you permission to contact them — **their friend did**. So ServiceBooked creates the lead and the task, and stops there. Nobody gets an automated text or email from us on their behalf.

That's a CASL requirement, and it's also just how referrals work: the value is a warm introduction, which means a human picking up the phone.

## Settings

| Setting                                    | What it does                                                                                                                                                                          |
| ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Ask for a referral after a 4–5★ review** | The automatic trigger. Off by default.                                                                                                                                                |
| **Delay after the review**                 | Hours to wait. Default 24 — same-day reads greedy, a week later the goodwill has cooled.                                                                                              |
| **Don't re-ask within**                    | Default 180 days. Being asked for referrals repeatedly reads as pestering.                                                                                                            |
| **Channels**                               | SMS first, email, or both. Email is used as a fallback when there's no mobile number.                                                                                                 |
| **Thank-you offer**                        | Optional, written as a full sentence ("You'll get \$50 off your next service."). It appears in the message and on the referral page. Leave it blank and the line is dropped entirely. |

Messages are only ever sent inside **9am–8pm** in your timezone, and a customer who has replied STOP to your texts is never asked.

## Sending one by hand

**Reputation → Referrals → Ask for a referral** lets you pick any customer and send the ask now — useful right after a job you know went well. This works whether or not the automatic trigger is on; the re-ask window still applies.

## Wording

The message text lives in the **Referral Request** recipe under **Settings → Automations**, in the same place as your review-request wording, and follows your communication language (English, French, or both).

## Next

<CardGroup cols={2}>
  <Card title="Review requests" icon="star" href="/reputation/sending-review-requests">
    The sequence that produces the positive review this ask hangs off.
  </Card>

  <Card title="The review funnel" icon="git-branch" href="/reputation/the-funnel">
    What happens when a customer taps a star.
  </Card>
</CardGroup>
