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 …
Partner Policies Report
This is a report available via the insights module, under the Sales section of reporting. Partner Policies report has been modified, including a name change FROM Partner Policies with Referral Fees. This report now includes policies that have any code used within the term of the policy. The reports consists …
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…
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…
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…
