How to Link Client Referrals

Linking client referrals in Webcruise+ is simple and only takes a few quick steps!

First, you will need to navigate to the new client that you would like to mark as "Referred By". In the menu bar at the top of the screen, you will then click on Actions, followed by Link Referral.

After clicking on Link Referral, you will see a space clear where you typically see the primary contact's name. In this space you will type the last name of the existing client who is referring the new client and click on the Enter key on your keyboard.

Once you have clicked on the Enter key, a contact search results box will appear. Locate and double click on the contact you would like to add as the Referrer.

When you have double clicked on the desired contact, you will receive a pop up box asking if you are sure you want to link the new contact as referred by the other. Click on "Yes, Link It!".

After you have linked your referral, you will then see a field in the main client screen that appears with the name of the client that referred them.

In the client record of the contact who referred the new contact, you will be able to see a list of the clients who they have referred, as well as the bookings that those referred clients have.

As always, if you have any questions about this or if it gives you any trouble, you can always contact a member of our friendly support team by sending an email to support@wincruise.com, by sending us a chat message from your WebCruise+ page, or by using the Capture Feedback button on your screen.

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