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Sharing & Earning.

How members share their referral link and track their earnings.

Jan 1, 2026

When a business enables referrals, you can earn bonus points by inviting friends. Share your unique link, and when your friend signs up and makes their first purchase, you both earn rewards.

Finding Your Referral Link

To access your referral link:

  1. Log in to your member account
  2. Click Refer a Friend in the Quick Actions on your dashboard, or click Referrals in the navigation
  3. You'll see each program you can participate in
  4. Each program displays your unique shareable link

💡 Tip: If you don't see a Referrals section, the businesses you've joined may not have enabled their referral program yet.

Your Unique Code

Every member gets a unique referral code for each program. Your code:

  • Is 6 characters long (letters and numbers, like AB12CD)
  • Is yours forever — it never changes
  • Is embedded in your link — friends don't need to enter it manually
  • Can be shared as just the code or the full link

Your link looks like: https://rewards.business.com/r/AB12CD

Sharing Options

The referral dashboard provides several ways to share:

Copy Link

Click the Copy button to copy your full referral link to the clipboard. Then paste it anywhere—text messages, social media, group chats, etc.

WhatsApp

Click the WhatsApp icon to open WhatsApp with a pre-filled message and your link. Just choose a contact and send.

Email

Click the Email icon to open your email app with a ready-to-send message. Add recipients and hit send.

Native Share (Mobile)

On mobile devices, the Share button opens your device's native share sheet. This lets you share via any app installed on your phone—Messages, Instagram DMs, Telegram, and more.

Tracking Your Referrals

The referral dashboard shows your performance at a glance:

Stats Overview

Stat What It Means
Total Invited Friends who signed up using your link
Completed Friends who made their first purchase
Points Earned Total bonus points from all referrals

Recent Referrals

Below your stats, you'll see a list of recent referrals with:

  • Friend's first name — Just the first name for privacy
  • Status badge — Pending (yellow) or Completed (green)
  • Date — When they signed up or completed

Pending means your friend signed up but hasn't made a purchase yet. You'll earn points when they do.

When You Earn Points

Points are awarded when your friend makes their first purchase—not just when they sign up. This is an important distinction:

  1. Friend clicks your link — No points yet
  2. Friend signs up — No points yet (referral is "pending")
  3. Friend makes first purchase — 🎉 Points awarded!

This applies to any points-earning transaction on a loyalty card. It could be:

  • Shopping in-store and showing their QR code
  • Making a purchase through an online integration (Shopify; alpha feature)
  • Receiving points manually from staff

Note: Stamp card transactions don't trigger referral completion—only loyalty card (points) transactions count.

Email Notifications

When a referral completes, you'll receive an email notification with:

  • How many points you earned
  • Your friend's first name
  • The card that received the points
  • A link to view your updated balance

These notifications respect your email preferences. If you've opted out of emails, you won't receive referral notifications, but you'll still earn the points.

Tips for Successful Referrals

Who to Invite

  • Friends who would genuinely enjoy the business — Real recommendations convert better
  • People who haven't joined the program yet — Existing members can't be referred
  • Local contacts — They need to be able to visit and make purchases

When to Share

  • After a great experience — Your enthusiasm is contagious
  • Before special occasions — "Try this place for your birthday dinner"
  • In relevant conversations — Natural recommendations feel more genuine

What to Say

Don't just send a bare link. Add context:

"I love the coffee here and thought you'd like it too. If you use my link to sign up, we both get bonus points!"

"They have a great loyalty program. Here's my referral link—you'll get a welcome bonus on your first visit."

Common Questions

Can I refer myself?

No. The system prevents self-referrals. If you click your own link, you'll see a message explaining this.

What if my friend already signed up?

If someone already has an account, they can't use your referral link. Only new signups count as referrals.

Can my friend use multiple referral links?

No. The first referral link used "wins." If your friend clicked someone else's link before yours, that person gets credit for the referral.

My friend signed up but I didn't get points—why?

The referral is probably still "pending." Check your referral list for a yellow Pending badge. Points come after their first purchase.

Do my points expire?

Referral bonus points follow the same rules as regular points on that loyalty card. Check the card's terms for expiration details.

Is there a limit to how many friends I can refer?

No! Invite as many friends as you like. Each completed referral earns you points.

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