Turn Happy Clients Into Your Best Sales Channel
Every client gets a referral code, an auto-applied discount for the new customer, and a reward for the referrer. Built into the portal, tracked end-to-end.
The Problem
Referrals are the cheapest leads a service business can get, and most owners ask for them verbally and hope. No code, no tracking, no reward — so it barely works.
Verbal Asks Don't Scale
"Tell your friends" is not a referral program. Without a code, a reward, and a tracking system, 5% of clients refer and you never know who.
No Attribution
Even when clients do refer, you can't tell which ones. Rewarding referrers becomes a judgment call instead of a math problem.
Third-Party Tools Are Overkill
Stand-alone referral SaaS runs $99/mo+ and needs a whole integration. For most service businesses, that's not worth it.
How It Works
Enable the Program
From org settings, set the new-customer discount (% or flat) and the referrer reward (cash, credit, or free service). Save.
Clients Get a Code
Every client automatically gets a referral code on their portal. They share the code or a pre-filled link.
New Client Redeems
The new client enters the code on registration or the first invoice. Discount auto-applies and the referrer is attributed.
Referrer Is Rewarded
Once the new client pays their first invoice, the referrer reward is issued — credit on their account, a free service, or cash payout.
Key Capabilities
Auto-Applied Discounts
New customer discount applies automatically on the first invoice. No manual code entry at checkout, no support tickets.
Portal-Native Referral Page
Every client sees their referral code and share link on /portal/referrals. Copy, text, or email with one tap.
Flexible Reward Types
Pay referrers with account credit, a free service, or cash via Stripe. Configurable per org in settings.
Full Attribution
Every referral is tracked from code to registration to first invoice to reward payout. See the chain on the client detail page.
Tier-Gated Rewards
Set different rewards based on referral count (5 referrals = bigger reward). Gamify the program for your best advocates.
Activity Log Trail
Every reward issued is logged on both the referrer and referee records so disputes are trivial to resolve.
See It in Action
Real referral activity from Smarfle service businesses.
Active Referrers
New Clients From Referrals (30d)
Rewards Paid
Jane Smith
5 referrals, $250 credit issued
Roberto Alvarez
3 referrals pending
New customer: Kiera L.
Referred by Jane, 15% off applied
Frequently Asked Questions
No. Affiliates are external partners earning commission across the org. Client referrals are your existing clients bringing in new customers.
Yes. New referrals use the new amount. Already-earned rewards are locked at the amount set when the referral was attributed.
Via Stripe Connect. Referrers who opt for cash link a bank account; rewards are sent as ACH transfers after the referee pays the first invoice.
Portal makes it easy but not required. Referrers can share their code via SMS or email and new clients enter it at invoice checkout.
Pricing
Referral Program Is Included
The program and reward engine are included on every plan. You pay only the rewards you issue and standard Stripe fees on cash payouts.
Included
View all plansReady to try Client Referral Program?
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