Podium Payments
Referral payments will be generated on the 1st of each month and released to partners around the 5th. Similar to bond payments, referral payments take 3-5 business days to clear. Important internal info: DO NOT change a pending payment to unpaid, as it will lead to the failure of all payments that evening. If …
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…
Email address FAQs
My customer is saying that they have not received the email with the Application for Insurance, what can I do? First, confirm if their email is correct, by checking the customer profile in bond. If it isn’t correct, you can correct it using the edit pencil, shown here: Then use the Resend Application for I…
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 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…
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…
How to create a discount code URL link
To easily provide a discount code to your customers you can create a unique URL to direct them to thru. To create the URL add the following to your website URL. /spa/ policytype ?referralcode= insertreferralcodehere To create the URL to direct the customer to a renters quote In the following example the…
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…
