Referral program

Reward clients who refer friends to your studio with automatic discounts for both parties.

The referral program turns your existing clients into advocates. When activated, every client gets a unique referral link and code to share. When a new client signs up using that link or code, both of them automatically receive a discount.

How the referrer receives credit: The discount is added to their account as credit automatically. Account credit applies automatically to renewing subscriptions, and you can apply it to any purchase at point of sale. For clients who aren't on a subscription, consider removing the credit and issuing a promo code or gift card instead so they can apply it to a class pack or drop-in purchase.

Set up your referral program

  1. Go to Marketing → Referrals
  2. Click Create new referral program, or Manage in the top right corner if a program already exists
  3. Set the New member reward (discount) and Current member reward (account credit)
  4. Set an expiration date (if you want the program to run indefinitely, choose a date far in the future)
  5. Turn on Activate program
  6. Choose what the referral applies to — all products and services, or specific class types, packages, subscriptions, communities, service categories, or class templates

Choose customer eligibility

You can control who is eligible to receive the referral discount. Options include:

  • Any client who has not booked a class
  • Any client who has not purchased a package or subscription (with the option to exclude specific pricing options)
  • Any client who has not booked a class and has not purchased a subscription or package
  • Any client who has not used this referral code before

How clients share their referral

Clients can share their unique link or code in a few ways:

  • From your booking widget — tap Refer a Friend in the upper right corner, then copy the unique referral code or link to share
  • Share directly to social media or via email using the share buttons below the referral link
  • As the studio owner, you can also find and share a client's unique referral code from their profile under Customer Details

How new clients redeem a referral

  • If they use the referral link, the discount is applied automatically at checkout
  • They can also enter the referral code manually as a promo code at checkout on any eligible purchase

Best practices

Remind clients after class. The best time to mention your referral program is right after a great experience — that's when clients are most likely to share.

Share codes with partners and influencers. Add brands or influencers to your client list and give them a code to share with their network. This doubles as a way to track partnership success.

Include it in your weekly email. Your regular client email is a natural place to mention the referral program and thank clients for supporting your business.

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