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…
How to create a new partner in podium (Business payee)
In this article you will learn: * How to add a Partner in podium as a Business Payee (referral fees go to the Business) * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new individual partner in podium - see article - How to create a new pa…
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…
