Member Referrals

The Referrals page lets you run a word-of-mouth referral program where existing members earn rewards for bringing in new members.

Navigate to Growth → Referrals in the admin sidebar.

Go to the Settings tab and toggle Referral Program on. Until it's enabled, members will not see the Invite Friends card and no referral links will be generated.

Under Settings you configure two independent rewards — one for the person who refers, and one for the new member who joins.

Same reward types as above, applied to the new member's next invoice instead.

Instead of paying the referrer reward as one lump sum, you can spread it over several months. Under Settings, enable Instalments for the referrer reward and set the number of months and a mode:

Instalments work with both flat and tiered referrer reward amounts.

Reward tiers let the referrer's per-referral payout scale up as they bring in more conversions — a different rate for different ranges of referral counts. This is different from milestones, which give a one-off bonus on hitting a specific count; tiers change the ongoing per-referral rate.

Configure tiers under Settings → Reward Tiers — each with a from/up-to range and a reward amount per referral in that range.

Members see a unified Reward Path combining tiers and milestones in one ladder, with the current tier rate highlighted, a progress bar of checkpoints, and status badges (Unlocked / In Progress / Locked).

Run time-bound referral competitions where members race to hit milestones within a recurring window, resetting the leaderboard at the end of each window.

Configure under Settings → Milestone Window Reset — mode (fixed schedule for everyone, or rolling per member), reset frequency, and an anchor date. Existing referrals are never deleted — only the leaderboard scope changes when a window closes.

The Dashboard shows a Top 5 Leaderboard ranking members by referrals and conversions, with a scope toggle (Current Window / All-Time) when milestone windows are enabled.

Members are notified automatically as each window opens, nears its end, and when they unlock a milestone.

The Dashboard shows live stats (total referrals, converted, pending, conversion rate), a full referral history table filterable by status or referrer, a Top Referrers leaderboard, and a Rewards Issued summary.

If you chose Custom Reward for either party, an alert banner appears on the Dashboard tab whenever there are pending custom rewards, listed in a table with a Mark Fulfilled button once you've physically given the reward. Fee discount rewards apply automatically — no manual action needed.

If a member has a pending fee-discount reward but already has an unpaid invoice, the credit can be applied on demand from the admin Payments page, the Mark as Paid dialog, or by the member themselves at single-invoice checkout — each uses the student's oldest pending fee-discount reward.

The Rewards tab is your full ledger of every reward ever issued — automatic and manual — with summary cards (Total, Pending, Applied, Expired, Expiring soon) and a table showing recipient, type, amount, status, expiry, and the invoice it was applied to.

Use Issue Manual Credit to give a goodwill discount to any member — search for the member, pick fee discount or custom, optionally set an expiry, add notes, and confirm.

Use Record Referral when someone signed up because of a member but didn't use the referral link — select the new student and the referrer, review the default rewards (toggle or override), and confirm. This creates the referral record and issues both rewards as if the link had been clicked.

Design what members see at the top of their Invite Friends page using the same visual block builder used for Landing Pages — Hero, About, Reviews, Media, and FAQs.

Members see an Invite Friends card on their profile page with their referral link, a QR code, copy/share buttons, and stats on who they've invited and earned. The referral URL format is [your-academy-domain]/join?ref=MEMBERCODE, and the referral is attributed automatically if the visitor signs up within the click-attribution window.

If a member has available credit, the Invite Friends card shows a banner linking to their personal rewards page — earned credit, potential credit from pending instalments, and a full history table.