Referrals

What the Referrals page is for

The Referrals page is your control room for the customer-to-customer referral program. Each customer has a personal referral code; when a new person signs up using that code, a referral row is recorded here and commission earnings accrue to the customer who referred them. The page gives you program-wide totals, a leaderboard of your most active referrers, a searchable list of every referral relationship, and a single action to expire a referral when needed.

This page is a monitoring and management view. The program's rules — whether it is switched on, the commission rate, the code prefix, and the earning window — are configured separately under Settings > Discounts & Referrals (covered at the end of this guide).

How to open the Referrals page

Open the Referrals page from your admin navigation. The page header reads Referrals with the subtitle View and manage referral relationships. If nothing has happened in the program yet — or your filters match no rows — the table shows No referrals found.

If the table is empty even though you expect activity, make sure the referral program is actually enabled in Settings > Discounts & Referrals. Referral codes only become active once the program is switched on there.

The summary tiles

A row of six tiles across the top gives you an at-a-glance picture of the whole program. They refresh as activity comes in and as you expire referrals.

Tile	What it shows
Total	The total number of referral relationships ever recorded.
Pending	Referrals whose referred customer has signed up but not yet converted.
Active	Referrals that have converted and are earning commission.
Expired	Referrals that were expired manually so they no longer earn.
Total Earned	Program-wide lifetime commission earned across every referrer, shown in your base currency.
Recent (30d)	The number of new referrals recorded in the last 30 days.

The Top Referrers leaderboard

Below the tiles, the Top Referrers panel ranks your most active referrers. Each entry shows the referrer's name, their referral count, and the total they have earned (in your base currency), with the top three positions numbered and visually highlighted in gold, silver, and bronze. Click any entry to jump straight to that customer's profile.

The leaderboard only appears when there is at least one referrer to rank. On a brand-new program it stays hidden until referrals start coming in.

Filtering and searching

Use the controls between the leaderboard and the table to narrow the list:

1. Status buttons — All (with a live count), Pending, Active, and Expired. Click one to show only referrals in that state. The active button is highlighted.
2. Search — type a name or email into the Search users… box and click Search (or press Enter). This matches against the people involved in each referral. Clear the box with the small x inside it to return to the full list.

A common review routine is to filter to Pending to see who has signed up but not yet converted, then to Active to confirm which referrals are currently earning.

The referral table

The table lists one row per referral relationship. Its columns are:

Column	What it shows
Referrer	The customer who shared the code, with their email beneath the name.
Referred User	The person who signed up using the code, with their email. Their name is a link to their profile.
Code	The referral code that was used, shown in a monospace badge.
Status	A coloured badge: Pending (amber), Active (green), or Expired (grey).
Total Earned	The commission this specific referral relationship has generated for the referrer, in the referrer's currency.
Created	The date the referral was first recorded.
Actions	An Expire Referral button (only for non-expired rows) and a View Referrer link.

The Code, Status, Total Earned, and Created columns are sortable — click a column header to sort by it. The Referrer and Referred User columns are not sortable. Clicking anywhere else on a row opens the referrer's profile.

By default the table shows 50 rows per page; you can change the page size and move between pages using the controls at the bottom of the table.

What the statuses mean

Pending

The referred person signed up with a referral code but has not yet made a qualifying payment, so no commission has been earned yet.

Active

The referred person converted by making their first qualifying payment; commission accrues to the referrer on qualifying payments within the earning window.

Expired

You expired the referral manually. No further commission accrues on this relationship.

The earning window (the Lifetime setting) limits how long a referral keeps earning, but reaching the end of that window does not by itself change a row's badge to Expired — the Expired status only appears when you expire a referral by hand. A row may therefore still read Pending or Active even after its earning window has passed.

Expiring a referral

Expiring a referral permanently stops the referrer from earning any further commission on it. To do this:

1. Find the referral in the table (filter to Active or Pending to narrow it down).
2. In the Actions column, click the Expire Referral button (the circular "ban" icon). It appears only on rows that are not already expired.
3. A confirmation dialog warns: "Are you sure you want to expire this referral? This will stop the referrer from earning commissions on future payments." Confirm to proceed.

Once confirmed, the status changes to Expired and the summary tiles update. To inspect the referrer first, click View Referrer to open their profile, then use your browser's back control to return to the list.

Expiring a referral cannot be undone from this page. If you only want to investigate, open the referrer's profile with View Referrer rather than clicking Expire.

Where referral codes come from

Customers generate and share their own referral codes from the referral area of their client account, where they can copy their code, copy a ready-made share link, and watch their own earnings build up. You do not hand out codes manually — once the program is enabled, each customer can create theirs on demand. The Referrals page is simply where you, the operator, see the resulting activity.

Configuring the program: Settings > Discounts & Referrals

The Referrals page does not hold any program settings. To turn the program on or change how it behaves, go to Settings > Discounts & Referrals and find the Referral Program section. The fields there are:

Setting	What it controls
Enable Referral Program	The on/off switch for the whole program ("Users earn rewards for referrals"). The fields below are dimmed until this is on.
Commission	The commission rate, entered as a percentage (0–100).
Lifetime	The earning window in days — how long a referral keeps earning commission after it is created.
Prefix	The text prefix added to generated referral codes (for example, REF-).
First Payment Only	When on, commission is earned on the referred customer's first payment only, rather than on every payment within the lifetime window.

After adjusting these, click Save Settings. The program must be enabled here before any referral codes become active and start producing rows on the Referrals page.

Tips and gotchas

• The Total Earned tile is program-wide lifetime earnings across everyone; the per-row Total Earned column is what that single relationship has earned its referrer.
• Per-row amounts display in the referrer's currency, while the Total Earned tile and the leaderboard use your base currency — keep that in mind when comparing numbers.
• The earning window only limits when commission can be earned. Because it does not flip a row to Expired on its own, the Expired filter and tile reflect only the referrals you have expired by hand.
• Turning First Payment Only on or off changes future earnings, not commission already recorded.

Related

Clients, Client Details, Discounts, Resellers