The customer page
Every customer has a private page, with no app or password needed. On it they can:
- see upcoming visits and ask for a change with Need to change it?
- follow requests in progress, and see their estimates and invoices
- see their plan, if they're a member
- press Book a visit, or Book again on past work, with their details filled in
- send you a question
- copy their referral link
- choose Stop reminders or Send me reminders
Changes and questions they send land in Inbox.
Share the page
Open the customer in Customers. Under Their customer page, copy the link, or press Text it to them. Their estimates and invoices also link to it.
If a customer loses their link
Every page of your website has a Your bookings link at the bottom. A customer enters the mobile number or email they gave you, and Zome sends their page link to that number or email, only if it's already on file. Anyone else sees the same "check your messages" answer, so it can't be used to find out who your customers are. Once texting or email is connected, the link goes out straight away. Until then, it waits in Follow-ups for you to send.
Referral links
Every customer has a personal referral link. When a friend books through it, the request is marked as a referral and you can see who sent them.
- Open the customer and copy the link under Referral link.
- Send it after a great job. It's on their customer page too.
Track referrals
Referrals lists each referral with who sent it:
- Pending: the friend sent a request.
- Converted: the job from that request was marked done.
- Rewarded: you pressed Mark rewarded after thanking them.
Top advocates shows who sends you the most work.
Set a thank-you reward
In Settings, under Referral thank-you, write what you give for a referral that becomes a job, then press Save settings. Only promise what you'll honor. It shows on customer pages next to the referral link. Zome doesn't send rewards for you.