Console Guides

Referrals

Referrals gives your organization a shareable signup link. When an org you referred signs up and its first paid-plan payment lands, your organization gets a one-time credit-balance bonus automatically — no manual claim step.

Find it

Referrals is in the sidebar under the Revenue group.

Referrals page with the referral link and Copy link button, the stat cards, and the referrals table showing one pending referral
Referrals — one organization referred and awaiting its first payment
  1. A unique URL containing your organization's referral code as a ref query parameter — share it however you'd share any signup link.
  2. Copies the link to the clipboard; the button label confirms the copy for a couple of seconds.
  3. Total organizations referred, how many are still awaiting their first paid payment, how many have been rewarded, and total credit earned so far. The reward caps at a lifetime maximum per referral and scales with the plan the referred org chooses.
  4. One row per referred organization: its name, status (Pending first payment, Rewarded, Capped, or Clawed back), plan, bonus amount, and the referred/rewarded dates.
Note
Rewards reverse if the referred organization cancels or downgrades within the clawback window shown in the reward note above the stat cards — a reward isn't final the moment it posts.