Adding a building in podium
If your referral partner has multiple buildings that they look after. You can add those buildings in podium and attach a code to them. Here is an example of one we have set up: So, in the above example, ABC Property Management look after a building called 27 Test Ave (which is on 27 Templebow Way NE, Cal…
How to modify partners or codes in podium
There is a separate article for creating partners and new codes in this help centre - see article : How to create a new partner in podium . In this article we will show you how to modify or edit those existing profiles. Open your partner profile up in podium, their profile will look similar to this: The…
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…
How to create a code in Podium
To create a code for a partner, locate the profile in podium and scroll down to the Codes section. You can set up a code to apply a discount OR to just recognize the referral and not apply a discount or neither, just to track leads. A new 'Add Code' window will appear with the following sections: * Co…
podium codes on renewals
There is now a feature to enable you to select whether a code, used in podium, will apply at renewal. When in the code (either during set up or go to an existing podium partner and edit) you can select the field for this. Checked box = The default "Applies to Renewal" is set to "YES". Unchecked box = I…
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…
