Before You Start
You need an Online Store or Mobile App. See Adding a Store and Turning On the Online Store or Mobile App.
Decide both rewards: what the new customer gets, and what the customer who shared the code gets. Each reward is a coupon.
Set Up the Rewards
Click the ⚙️ Settings icon in the top-right corner, then under Sales channels click Online Store & Mobile App.
On your store's card, click Edit Online Store. It reads Edit Mobile App or Edit Online Store & Mobile App when the Mobile App is on.
Under Pages, click Refer a friend.
Switch on Offer referrals.
Fill in both rewards, New customer gets and Referring customer gets. Each has the fields below.
Preview and publish your store. See Edit, Preview and Publish Your Online Store.
| Field | What it means |
|---|---|
| Percentage or Fixed Amount | The kind of discount. |
| Discount | The percentage, or the amount off in your store's currency. |
| Minimum spend (optional) | The order must reach this amount for the coupon to apply. Leave empty for any order. |
| Coupon lasts | How many days the coupon stays valid once given, from 1 to 365. The default is 30 days. |
You can also show a Refer a friend card on the Orders page. In the editor, open the Orders page, click Add card under Cards, and choose Refer a friend.
What Your Customers See
The customer who shares
On the Refer a friend page, a signed-in customer sees:
Your referral code with Copy.
- Invite friends, which shares a message with their code and a link to your store.
How it works: what they get and what their friend gets.
When a friend's order with the referral coupon is completed and paid, the customer gets their coupon. It appears in their account, ready to use on their next order.
The friend
The friend opens the shared link and signs up. The referral coupon goes into their account and is already chosen when they book: the booking page says their friend's code is applied.
The friend can also type the code like any coupon code:
With Add coupon on the booking's review: the coupon is used on that booking.
Under Redeem a code on the Promotions page: the coupon goes into Your coupons. They use it with Book now there, or choose it with Add coupon when they book.
The invite link opens your Online Store's booking page, on your own domain once you have linked one, otherwise on your store's easybizcloud.app address. Invites sent from the Mobile App use the same link. If the store has no Online Store, the invite carries the code only.
Who Can Use a Referral Code
Only customers who have never ordered from you, and only once.
Customers can't use their own code, including from another email address that goes to the same inbox.
Two customers can't refer each other.
The customer who shared the code is rewarded only when the friend's order uses the referral coupon and is both completed and paid. Each friend earns them one reward.
FAQs
When does the referring customer get their coupon?
When the friend's order with the referral coupon is completed and paid. A booking alone, or an unpaid order, does not count.
Can I change the rewards?
Yes. Change them on the Refer a friend page and publish your store. A friend who already added a referral coupon keeps the rewards that applied when they added it.
Where can the referring customer's coupon be used?
On their next order, online or at your counter. Fixed amounts and minimum spends are in your store's currency.
Is Refer a friend the same as a coupon?
No. A coupon is one offer you create for everyone. Refer a friend gives each customer their own code and rewards them for each new customer. See Setting Up Coupons and Online Promotions.
What's Next?
To create coupons and show them on your Promotions page, see Setting Up Coupons and Online Promotions.
To put your changes live, see Edit, Preview and Publish Your Online Store.