Overview

The Refer a Friend feature rewards both existing and new clients for spreading the word about your business. Set it up in a few clicks, and your members can start sharing a referral link that gives both sides a little something extra — in the form of credits.

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Prerequisites

Before you begin:

• Make sure you have admin access to Account Settings
• Decide how many credits each side will receive (referrer and new client)
• Understand that referrals must be brand-new clients — no existing profiles

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Step-by-step instructions

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Step 1: Enable referrals in account settings

1. Go to Account Settings > Configuration
2. Scroll down to the Referrals section
3. Click the plus icon (+) to add a referral rule

 

 

 

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Step 2: Set referral rewards

1. Decide how many credits to give:
   • Existing client (referrer)
   • New client (person signing up)
2. Enter the credit amounts and save the configuration

Tip: Credits can be used toward any product or service you sell — including memberships, packs, or retail items.

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Step 3: Share the referral link

• The existing client receives a unique referral link
• The new client must use this link to create their profile — they must not already exist in the system

If the client already has a profile, they won’t be eligible for referral credits.

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Step 4: Credits are automatically applied

• Once the new client signs up through the link, both accounts are credited
• These credits will show in their profile and are available to redeem immediately

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Expected outcome

Both the referring and referred clients will receive credits automatically, making the experience simple, rewarding, and hands-free once set up.

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FAQs

Q: What can clients use their referral credits for?

A: Credits can be used toward any product or service in your system — including memberships, class packs, or even retail.

Q: What if a client already has a profile?

A: They won’t qualify for referral credits. The system only recognises new clients created via the referral link.

Q: Can I change the number of referral credits later?

A: Yes — just go back into Configurations > Referrals and update the amounts.

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Still need help?

Reach out to our support team via [email protected]