Staff / Settings / Referral

This section allows you to set up referral system.

You will also need to add the related periodic task in your settings.py.

Referrer (affiliate/brand Advocate/Ambassador) is a person who makes a referral/refers another user (friend, family, acquaintance, etc.). Referee (friend) is a person who is invited/referred by another user.

A referee will receive Referee credit when using the sing-up link received from referrer. The credit is valid for Referee credit valid (days).

The referrer receives Referrer credit If referee spends minimum and If referee active (days).

Check Referrer reward is percentage in order for the referrer reward to be calculated as percentage of the revenue generated by the referee.

Checking Enable referral review system enables the review system for referrals. Newly referred clients will have a “pending” status and staff users must “approve” them before referee receives the Referee credit and the referral process begins. Approval will be done on the Referrals page which is available under Orders menu item, where all referred clients are listed.

The services where a referee can spend the credit can be configured by checking Limit services where referee can spend credit setting. Leave unchecked so that the referee can spend the credit on any of his services.