Referral Process

Membership & Sales

What it does

The referral programme turns your existing members into a sales channel. Each member gets a unique referral code or link to share; when a friend signs up using it — online, at the web checkout, or by showing the code at the front desk — the system attributes the sale, captures the new lead in the CRM, and automatically rewards the referring member once the new contract activates. Staff can see a member's referral history instantly, and managers get a live dashboard of the referral funnel across all clubs.

Key concepts

• Referral code / link — a unique, trackable code or deep-link generated for each member (and employees), shareable on social media. It carries attribution parameters so the source is always known.
• Attribution — the system recognises a referral whether the prospect buys online (cookie/UTM or code at checkout) or walks in and shows the code to the front desk.
• Referral lead — when a prospect uses a code, a CRM profile is created with a Referral Lead status, linked to the referring member, and routed for follow-up if they don't buy right away.
• Reward — the benefit the referrer earns on a successful conversion (e.g. +7 days membership, a free PT session, wallet credit, or a voucher), granted automatically. It uses the same rule engine as challenge rewards.
• 360° member view — the referral history on a member's profile: who they referred, each lead's status, and whether the reward was claimed.

Main tasks

Generate and share a referral link

1. The member opens their member app (or staff opens the member's profile) and finds Refer a friend.
2. The system shows their unique code / link to copy or share on social media.
3. Each link is trackable, so any resulting sign-up is automatically attributed back to the member.

Capture and convert a referred lead

1. When a prospect uses the code — online or shown at the front desk POS — the system creates a Referral Lead in the CRM, linked to the referrer.
2. If they don't buy immediately, the warm lead is routed for follow-up.
3. When the lead activates a membership, the referral is marked converted and the reward is triggered automatically.

Check referral status and rewards

1. Open the member's profile → Referrals to see who they referred and each lead's status.
2. Confirm whether the reward has been granted or claimed — useful when a member asks "did my friend join, do I get my free days?".
3. Use the referral conversion dashboard to track the funnel and performance across clubs.

Tips

TIP

Rewards are granted automatically the moment payment clears on the referred member's contract — no manager or IT step is needed, so the referrer sees their benefit without delay.

INFO

A referral counts however the friend reaches you — online link, code at web checkout, or code shown at the front desk — so encourage members to share their link freely.

Related modules

Membership Management · Member Management · Campaigns & Marketing · Sales Commissions