Financial Configuration

Customize and manage the financial aspects of your business, ensuring smooth financial processes for club and members.

• Discount Codes / Referrals
  • Discount / Promo Codes
  • Referrals
    • Create Referral Discount
    • Apply Referral Discount
      • Allow Online Referrals
      • Apply Referral During Manual Sign-Up
• Point of Sale
• Tax Rates
• Billing

Allow Online Referrals

Allow existing members to send potential new members a referral link generated in the Member Portal / App

• Go to Settings > Advanced Configuration > Member Portal Configuration > Sign-Up
  • Enable Online Sign-Up
    • Enable ‘Refer a Friend’ via Member Portal/App
      

      

• Save

Existing members will now be able to share the referral link from the Member Portal
Potential members will receive referral link, taking them to the online sign-up form
Rewards will automatically be applied to both members upon completion of new member sign-up

Next - Apply Referral During Manual Sign-Up