Refer-a-Friend

Posted by Support Team on July 10, 2025 — Updated on July 10, 2025

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.

Generate an invite link.

2. Friend signs up and pays.

The invitee follows the link and completes checkout.

Friend signs up and pays.

3. Automatic credit posts.

The system adds credit to the referrer’s account

Automatic credit posts.

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.

Email notification sent to Referrer.

5. Track Results.

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

How to generate Affiliate Codes Report

Track Results.

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

How to manually adjust the client’s Account Balance

Adjust 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.

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