Encourage member growth by rewarding people who refer others to join. Once set up, rewards are applied automatically when a referred member joins — and removed if that member later leaves.
Package
This feature is available on the Complete package and works with ClubRight Pay, Stripe, GoCardless, or cash.
Take a look at the video to see the feature in action.
Why Use This Feature?
Smart Referrals help you:
Reward members who bring in new sign-ups
Incentivise referrals with discounts or ePoints
Ensure rewards are applied and removed based on member status
Reduce the need for manual tracking and adjustments
Step 1: Enable Smart Referrals in Settings
Go to Settings
Click on Club Info
Select the Referrals tab
Under Referral Type, choose the kind of reward you want to offer:
Fixed Price Discount – e.g. £2 off the membership fee, regardless of the plan’s price
Percentage Discount – e.g. 10% off the plan for each referral
ePoints – Credit added to the member’s account that can be spent in your online shop
Next, fill in the following fields:
Enter the reward amount the referring member will receive
(Optional) Enter the reward amount for the referred member
Choose the reward frequency: either one-off or monthly
🔐 Note: Only one type of referral reward can be active at a time (e.g. you cannot offer both a discount and ePoints).
Step 2: Apply the Referral to a Membership Plan
On the right-hand side of the same screen, select the membership plans that the referral reward should apply to.
📌 Example: If you set up a £2 monthly discount, this will only apply to referrals made for members on the selected plans.
Step 3: Record the Referral During Member Sign-Up
When a new member joins:
Go to their Profile
Enter the name of the person who referred them in the Referral field
Once saved, this will activate the reward based on your setup.
Step 4: Rewards Are Applied Automatically
After the referral is recorded:
The referring member and the referred member (if configured) will receive their rewards automatically
Example: If both are set to receive £1 off monthly, the discount will be applied to each of their active memberships
Step 5: Rewards Are Removed if the Referred Member Leaves
If the referred member cancels their membership or leaves the club:
The referring member’s reward is automatically removed
Example: If the referrer was receiving £1 off per month, their plan will return to its original price
This removes the need to manually track when referred members leave.
Step 6: View Active and Inactive Referrals on Member Profiles
To view a member’s referral history:
Go to the member’s Profile
Click the Memberships tab
Click Edit on their active plan
Select the Active Referrals tab
This screen will show:
All currently active referrals linked to the member
Any inactive referrals, giving you a complete audit trail
Step 7: Use the Referrals Report for Insight
Go to Reporting → Referrals Report to:
Track referral activity across your club
See which members are making referrals and how many have resulted in sign-ups
Helpful Tip
Encourage your members to get involved! A simple campaign asking each member to recommend just one friend could significantly grow your club overnight.