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Introduction

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.

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Accessing Referral settings

  1. Go to Settings in the sidebar
  2. 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.

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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

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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