📝 Overview
Once your referral programme has been set up and enabled, each of your customers is given their own unique referral code. They can share this code, or their referral link, with friends and family to invite them to sign up with your business.
This guide explains where you and your customers can find referral codes, the difference between the code and the link, and what happens when a new customer signs up using one.
🖥️ Finding Referral Codes on Your Business Dashboard
You can look up any customer's referral code from their profile, which is handy if a customer asks you to send it to them. You can also export every customer's code at once.
👤 For a single customer
Each customer's referral code is shown on their profile. Copy it from there and forward it to them if they need it.
💡 See how to view a customer's referral code from your Business Dashboard here.
👥 For all customers
To download your customers' referral codes in bulk, export your Customer List with the Referral code field included.
Go to Customers ➜ Customer List.
Click Export filtered list ➜ Export to CSV/Excel.
Select the Referral code field, along with any other fields you need.
Click Export to CSV.
🧑💻 Customer View
Customers can find their own referral code and referral link on the Customer Site. Once logged in, they head to My Account ➜ Referrals.
💻 Referral code vs. referral link
From the Referrals tab, customers have two ways to share their referral. Both do the same thing, so they can use whichever is easiest.
Referral code: the same code you see on their profile in your Business Dashboard. The person being referred clicks the sign-up link and enters the code themselves.
Referral link: takes the person being referred straight to the sign-up page with the referral code already filled in. The link is only available from the Customer Site.
💡 Using a Custom Branded App? Referrals are shown through Referral Offers on the Club Updates page in your app. Learn more here.
🎁 What Happens When a Referral Code Is Used
When a new customer signs up using a referral code or link, the membership you preselected in your referral settings is added to their profile automatically, for example a free trial.
The reward for the customer who referred them is not applied straight away. The referral appears under To-Dos ➜ Referrals for you to review and confirm, and the referrer's reward is applied once you confirm it.
💡 See how to confirm referrals here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Is the referral code the same as the one on the customer's profile?
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Yes. The code customers see under My Account ➜ Referrals is the same code shown on their profile in your Business Dashboard.
What if a new customer forgets to enter a referral code when signing up?
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Click the arrow to see the answer
You can add the referral to their profile yourself from the Business Dashboard, in the Referred by section.
💡 See how to add a referral from the Business Dashboard here.
What reward does the referring customer receive?
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This depends on your referral settings. You can choose account credit, which is applied when you confirm the referral, or nothing, if you prefer to give a reward manually.
Where can I see all of my referrals?
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Pending referrals appear under To-Dos ➜ Referrals. You can review all of your referral activity in the Customer Referrals report.
💡 Learn more about the Customer Referrals report here.