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Referral Program

Custom referral codes that drive your business

Your happiest customers are your cheapest marketing. Give each one a referral code tied to their account, invite them to share it, and reward them automatically when the people they send you sign up or buy. It runs itself, and it's included free on every plan.

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A code for every customer

Referrals you can actually track

Word-of-mouth already happens, you just can't see it or reward it. Every customer gets a unique code connected to their account, so when they refer a friend you know exactly who to thank and how much they've driven.

  • Unique code per customer, tied to their account, ready to share
  • Invite by text or email, send their code and link in two taps
  • Track who referred whom, full activity feed and a top-referrer leaderboard
  • See the payoff, invites sent, new customers, conversions and rewards paid
Included on every plan

Referrals, tracked & rewarded

Harbor Grill HARBOR-A1B2Rewarded
R. Alvarez → T. NguyenPurchased
D. Whitfield → Sandra BellRewarded
Baymont → GulfviewInvited
Referrer reward $25 account credit
Your reward, your rules

Set it up once, let it run

Decide what a referral is worth and when it pays out, the CRM handles the rest.

Credit, percent off, or a gift

Reward referrers with account credit in dollars, a percent off their next service, or a gift you name, and give the new customer a welcome reward too, if you like.

Auto-grant or approve

Choose the trigger, sign-up or first purchase, then let credit post automatically the moment it's met, or keep the "Grant reward" button in your own hands.

Real credit on real invoices

A credit reward lands in the customer's account-credit ledger and applies to their next invoice automatically, no coupons, no manual math.

Common questions

The referral program, answered

Every customer automatically gets a unique referral code tied to their account. You can invite them to share it by text or email straight from their customer record, and the code carries a link back to your booking or sign-up page.
You choose: account credit in dollars, a percent off their next service, or a gift you describe. You can set separate rewards for the referrer and for the new customer they bring in.
You decide the trigger, when the referred person signs up, or when they make their first purchase. Turn on auto-grant and the reward posts automatically at that moment; leave it off and you approve each reward yourself.
Yes. A credit reward posts to the customer's account-credit ledger and is applied to their invoices automatically, just like any other account credit in the CRM.
Yes. The referral activity feed tracks every referral from invite to reward, and a top-referrer leaderboard shows which customers are driving the most new business.
Yes. The referral program is a core feature included on every Pack Command Center plan, Professional, Entrepreneur and Empire.
Turn customers into marketers

Put your referral program to work

See it on your own data, and pair it with built-in reviews & reputation to grow the business you already have.

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