📝 Overview
Your referral settings are where you turn your customer referral programme on or off and decide how referrals are rewarded. Setting these up is the first step in creating your referral programme.
This guide explains where to find your referral settings, what each option does, and what your customers see once the programme is enabled.
💡 New to customer referrals? You can read an introduction to the referral programme here.
🛠️ Setup
Referral settings are managed from the Settings area of your Business Dashboard. You can also go straight to your referral settings here.
Go to Settings ➜ Customer referrals.
Enable the referral programme.
Choose which membership new signups receive.
Choose the reward the referring customer receives, and enter an amount if you select account credit.
Save your changes.
🔧 Understanding the Settings
Once the programme is enabled, there are two choices that shape how referrals work for your business.
Click the arrow to learn more about each referral setting
Click the arrow to learn more about each referral setting
Membership for new signups
This is the membership a new customer receives when they sign up with a referral code. For example, you might want to gift new signups a membership that covers a free class or a trial week.
⚠️ Only prepaid plans and pack membership types can be selected here.
Reward for the referring customer
This is what your existing customer receives for referring someone. You can choose from two options:
Account credit: enter the amount you would like to give. The credit is applied to the referring customer's account once you confirm the referral.
Nothing: useful if you would like to give a reward manually instead, such as a specific membership, a personal note, or a product like a t-shirt.
💡 See how to confirm referrals here.
🧑💻 Customer View
When the referral programme is enabled, new customers are asked for a referral code when they sign up, and existing customers can find their own referral code on the Customer Site.
💡 See how customers find and share their referral codes here.
❓ 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
Why can't I select a recurring membership for new signups?
Click the arrow to see the answer
Click the arrow to see the answer
Only prepaid plans and pack membership types can be given to new signups. To offer something like a free trial week, set it up as a pack or prepaid plan first, then select it in your referral settings.
When is the account credit reward applied?
Click the arrow to see the answer
Click the arrow to see the answer
Account credit is applied to the referring customer once you confirm the referral.
Pending referrals are listed under To-Dos ➜ Referrals.
Can I give a reward other than account credit?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Select Nothing as the reward, then give the referring customer your chosen reward manually, for example a membership, a personal note, or a product.
What happens if I disable the referral programme?
Click the arrow to see the answer
Click the arrow to see the answer
New customers will no longer be asked for a referral code when they sign up, and existing customers will no longer see their referral code on the Customer Site.