Set Up Referral Codes (Cloud) 🎥

Set Up Referral Codes (Cloud) 🎥

🎥 Watch Video

Referral codes provide insight into the booking methods of your guests, including walk-ins, OTA bookings, direct bookings with the hotel, returning guests, reservations made through travel agents, and more.
Path: Sales & Marketing > Setup

1. The Referral Codes setup is at the bottom right of the page.



2. Check the "Required" box if you wish to mandate the selection of a Referral Code for each new reservation..
3. If you opt not to mark the "Required" box above, select a default market segment that will automatically populate when saving the reservation.



4. Go to the last line to create a new referral code:
      - Enter a code for this new market.
      - Enter a description for this new market.
      - Enter a budget if you want to apply a percentage when you do your market segmentation to be compared to budgetary numbers. Usage will also allow you to take last year's figures and offset them by this budgetary percentage to reflect on a report as a comparative number.
      - Check the "Active" box.
      - Click on the floppy disk at the end of the line to save the new market segment.


Warning on deactivating or deleting a Referral Code.
If you do not use a segment, you may be tempted to deactivate it. Before doing so, make sure it is not in use in the 2way interface. If the code is deactivated while used or is missing in a setup, it will cause bookings not to be integrated into Visual Matrix.

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