Refer-a-Friend

Refer-a-Friend lets current members share a personal invite link. When a friend buys a package with that link, the referrer earns account credit automatically.

1. Generate an invite link.

A client copies their member-specific link from the Refer-a-Friend screen.

2. Friend signs up and pays.

The invitee follows the link and completes checkout.

3. Automatic credit posts.

The system adds credit to the referrer’s account

4. Email notification sent to Referrer.

After a friend completes a purchase, the referrer receives an email confirming the credit. Templates can be customized in Settings › Emails.

5. Track Results.

Owners can view all referral activity in Reports › Affiliate Codes.

How to generate Affiliate Codes Report

They can also manually adjust credits in client’s Account Balance tab.

How to manually adjust the client’s Account Balance

This guide covers the process of how to refer a friend in the platform, accessing the Affiliate credit report, adjusting the account balance of the client, and the email received by the referrer after successful purchase of the referee.