The Referrals settings page configures your refer-a-friend programme: whether it is Active, the fixed-amount rewards for friends and referrers, reward expiry, and optional monthly caps.
Referrals share the same plan feature as Loyalty but are a separate programme - you can run referrals with loyalty paused. For how earning works (checked-out first paid appointment) and where clients find their link, see Referrals.
Accessing Referral settings
- Go to Settings in the sidebar
- Click Referrals
You can also open these settings from the Referrals card on the Programmes page.
Access: needs the Manage settings permission, and a plan that includes loyalty/referrals.
Programme status
The Programme row switches between Paused and Active.
- Rewards can be configured while paused
- Clients only see their share link once the programme is Active
Rewards
- Friend reward - welcome discount the referred friend can use on their first appointment
- Referrer reward - discount the existing client earns once that friend’s first paid appointment is checked out (non-zero value)
- Both are fixed currency amounts only - there is no percentage option
- Reward expiry - how many months an issued reward stays usable
- Monthly cap (optional) - limits how many earned referrer rewards one client can receive per month
Last modified on November 8, 2026
