podium FAQs
Can you please explain ‘Payee Type’, in podium? * Individual – This means that we will pay a referral fee for each contact created on the partner and tied to a referral code. When this is selected your codes will be restricted to a single contact and that contact will be paid a referral fee to the bank informa…
Payment Action buttons
What are the payment action buttons and how do they work? Each payment in the Payments tab has its own action buttons depending on the status. Payments marked as Declined Declined payments will not have an Action icon (3 dots). See article : Declined payments for more information. Payments marked…
How to create a new partner in podium (Individual payee)
How to create a new partner in podium In this article you will learn: * How to add an individual Partner in podium, where referral fees are paid to the individuals. * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new business partner in pod…
Referral Partner setup in podium
In this article we will show the following: * What a referral partner receives and what their experience is once you have set them up in podium. * Emails following certain request being set up (notifications, RECA compliance etc. ) * Setting up a referral partner with no referral fees. * Vouchers for customers…
