Referrers
Summary: Manage referrers used in client onboarding and analytics.
Audience & Prerequisites: Admins, Marketing.
UI Path: Settings → Referrers
Step-by-step
Navigate to Settings → Referrers.
In Create Referrer, enter Name, select Commission Type (Percentage/Fixed per person), set Commission Rate, choose Allocation Mode (First course item/Total of first paid bill), optionally set Currency, then click Create.
Use the list to Edit or Manage a referrer.
Copy bilingual links (English/Spanish) or QR codes for distribution; links use
/r/[code]?lang=en|es.
Results & Where to Verify
Referrers appear in the list with status and commission configuration.
Links route clients into onboarding with referrer attribution.
Related tasks & Links
Operations → Partners
Settings → Customer Onboarding
Troubleshooting
Unable to create: ensure numeric Commission Rate and a Name are provided.
Links show 404: verify referrer exists and link code is correct.
Permissions
Settings: Manage Referrers
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