SwiftBizness help center
Set up referrals, CRM, payout trust, and POS connections with less guesswork.
These guides are written for owners, managers, staff, referrers, and technical teams using SwiftBizness in real business operations.
SwiftBizness help center
These guides are written for owners, managers, staff, referrers, and technical teams using SwiftBizness in real business operations.
Staff capture is for activities that were not automatically received from POS or connected social channels.
Search by phone or name before creating a customer.
Only collect phone and first name for a new customer. Last name and other fields can stay optional.
Record referral intent when the customer has a code but the POS has no safe referral field.
Bank verification protects owners and serious referrers by reducing fake accounts and payout mistakes.
Referrers should use a bank account that matches their registered full name.
If a referrer changes bank details later, the new account must be verified again.
Owners should check verified payout status before marking manual payout as paid.
Referral materials should sell the business first, then make the referral action simple.
Use clean product or service images with enough empty space. Avoid screenshots, blurry flyers, and text-heavy images.
For Instagram post, use square artwork. For Story and WhatsApp Status, use vertical artwork.
After every important update, run the smoke-test checklist in SwiftBizness Admin, then test one real referral path from join link to wallet credit before promoting the change to customers.
Capture only completed purchases. If no purchase happened, use a clear rejection reason instead of forcing an order.
Apply active store credit only when the business rules allow it, then keep the redemption visible in the customer history.
A paid payout should include amount, date, reference, bank account used, and owner or manager notes.
SwiftBizness records payout activity for accountability, but the business remains responsible for honest referral payments.
Keep the QR code close to the reward and referral code so customers understand what to scan or enter.
Use the preview before downloading so the owner can confirm logo, image crop, QR placement, and referral code visibility.
The best customer instruction is: Scan the QR code or use the referral code before purchase.