The smart referral scheme will allow members to refer new signups, then you can reward these members.
If the member being referred would then leave the club it would remove the referral reward setup on the other customer.
This is a Complete Package feature only using CR Pay, Stripe, GoCardless and cash. Please talk to us about upgrading your product to take advantage of this feature if you are on anything other than Complete!
Step 1:
To setup the smart referral scheme you will go to the settings
Now click on club info
Then within club info , press the referrals tab
Within here under referral type please select the type of referral reward you would like to add, for example fixed price discount, % price discount, or adding ePoints to an account.
Fixed price - If you enter a fixed price of £2 discount, this means if a member refers another they would get £2 off the plan no matter what price the plan is.
Discount price - If you enter in 10% then if a member refers another they would get 10% off the plan.
Adding ePoints - If a member refers another member they can have ePoints added to the account which would let them purchase items through the online shop.
Now enter in the amount of rewards the referring member will receive
Then you can enter in the amount of rewards the referred member would receive
Now select the frequency of how often they would get the reward such as one off, or monthly.
You can only setup 1 overall referral , for example if you setup the referral to give 1000 Epoints per referral you cannot then have another one to give a discounted price
Step 2:
On the right hand side select the plan this referral is active for.
The below screenshot will discount the referring member £2 each month off the membership fee for a referral on the selected plans only.
Step 3:
To add a member you will go to the joining member, then to the profile tab, within here, enter in who referred this member.
Then this will activate the reward to the member/ members depending on how you set this up.
Step 4
Once the person being referred has been added it will automatically apply the reward to each person.
Example The person referring gets a £1 off and the person being referred gets a £1 off
So it is very easy to add the person being referred once and the active monthly memberships both parties they have will both benefit from the Referral Award amount
Step 5
If the person being referred leaves the club it is always difficult to administer or even see when that happens normally.
But with the Smart Referral Tool it could not be any easier because the minute the person who was referred leaves the club the person who made the referral's membership will go back up by the value of the award.
Example The award was a £1 per month off each month automatically goes back up by £1
Tip
You can use the refferal tool under reporting to see who has been referred