Setting up a referral program

Referral programs are very helpful to get more potential customers to your studio.

You can encourage your existing customers to refer their friends by rewarding them when a referral attends a class at your studio

In this article, we will be showing

1. Prerequisites for a referral program

2. How to set up a referral program

1. Prerequisites for a referral program

Create a membership plan for the referral program:

Create a credit pack that you want to give to the guest who was referred and the customer who referred the guest

Let's say you are giving a free trial class to the customer who was referred and a free class to a customer who referred they you can create two separate credit packs by following the below steps:

• Navigate to Manage > Services > Memberships

• Click on create plan

Creating a pack for the new customer who was referred:

• Enter basic details of the pack

  • In the create for field: Select regional for this plan to show up under referral program

  • Name of the plan and select the group it falls under

• Enter the expiry and credit details of the pack

  • The expiry date of the pack

  • Number of credits offered in this pack

• Enter the pricing details of the pack and click on create membership

Create a similar pack with the credit details you want to offer to the customer who referred a new guest

The credit packs for the referral program will be created

2. How to set up a referral program

To set up a referral program you can follow the below steps:

• Navigate to Manage > Referral

• Click on the setup option under the referral program

2.1 Setting up a referral program

New customer offer:

• Select the offer type as memberships/packs

• Select free package: Select the package you want to give the customer who was referred

• Message for new customer: Enter the message you want the system to sent to the customer when a customer wants to send a referral code to a new customer by clicking on Edit Message

Referring customer offer:

• Trigger for successful referral: Enter the number of classes the new customer has to attend in order for the referred customer to get a free class (This includes the class attended using the trial class offered)

• Select the offer type as memberships/packs

• Select free package: Select the package you want to give the customer who referred a new customer

• Message to existing customer on successful referral: Enter the message you want the system to sent to the existing customer on a successful referral by clicking on Edit Message

Once you entered the above details click on start program for the referral program to be activated

2.2 Customize referral portal

• Banner Text: Enter the description of the referral program that you want the customers to see once they login to the website or customer app