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

ℹ️ The referring customer will be automatically rewarded with the free class as soon as the new customer attends the number of classes mentioned in the trigger for successful referral

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


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