📝 Overview
Referrals can be added to a customer's profile directly from the Business Dashboard. This is handy when a new customer forgets to enter a referral code during signup, as you can add the referral on their behalf afterwards.
This guide walks you through adding the referral, what happens once it is saved, and how to confirm it so rewards are applied.
🛠️ Setup
Adding a referral takes place on the customer's profile, in the 'Referred by' section. The steps below cover adding the referral, what is applied to the customer's profile once it is saved, and confirming the referral afterwards.
Click the arrow to learn how to add and confirm a referral
Click the arrow to learn how to add and confirm a referral
Adding the referral
The referral is added from the customer profile of the person who was referred.
Head to Customers ➜ Customer list.
Click the desired customer to open their profile.
Scroll down to 'Referred by' and click 'Add'.
In the 'Referrer' field, search for the name of the customer who referred them.
Select the desired referrer and click 'Save referral'.
What happens after saving
Once the referral has been saved, the preselected membership for new signups is automatically added to the referred customer's profile.
💡 You can choose which membership new signups receive, and what reward the referring customer earns, from your referral settings. Learn more here.
To view the new membership, click the 'Memberships' tab on their profile.
Confirming the referral
Adding the referral does not apply the referrer's reward straight away. Confirmations are manual, which helps prevent misuse and lets you decide when a referral counts for your business.
Head to To-dos ➜ Referrals to see your pending customer referrals and confirm them individually or in bulk.
📊 Reporting
Once referrals are confirmed, the customers move from the 'Pending' list to the 'Confirmed' list, and you can review your referral activity in your reports.
💡 You can read more about the Customer Referrals report here.
🧑💻 Customer View
When the referral programme is enabled, customers are prompted to enter a referral code during signup, and existing customers can find their own referral code on the Customer Site.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What reward does the referring customer receive?
Click the arrow to see the answer
Click the arrow to see the answer
This depends on your referral settings. You can choose account credit, where the amount you specify is applied when the referral is confirmed, or nothing, which is useful if you prefer to add a reward manually, such as a specific membership, a personal note, or a product.
Which membership does the referred customer receive?
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Click the arrow to see the answer
The membership preselected in your referral settings is added to their profile. Only prepaid plans and pack membership types are valid for this.
Why do referrals need to be confirmed manually?
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Click the arrow to see the answer
Manual confirmation helps prevent misuse, and the criteria for when a referral counts varies across businesses. For example, some businesses prefer not to confirm a referral until the new customer has attended their first classes.
What if a referral was added by mistake?
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Click the arrow to see the answer
Referrals can be cancelled from the Business Dashboard. You can find the steps in the guide on cancelling referrals here.