Docs
  • Credits, memberships, and orders
  • Customer FAQ
  • Health information and consent
  • Manage bookings and appointments
  • Profile, payment methods, and settings
  • Wallet and gift cards
  • Your customer account
  • Manage Attendance
  • Manage Your Profile
  • Teacher Dashboard Overview
  • Teacher FAQ
  • View Your Payslips
  • View Your Schedule and Attendees
  • Booking Policies
  • Manage Locations and Resources
  • Media Library
  • Notification Settings
  • Plan Features
  • Platform Overview
  • Quick Start Guide
  • Reports
  • Studio Profile & Social Links
  • Using the Agent
  • Waivers & Terms
  • Coupons
  • Customer Bookings
  • Customer Details
  • Customer List
  • Customer Segments
  • Export Data
  • Products & Credits
  • User Roles
  • Activity Categories
  • Calendar
  • Closing Bookings on a Class
  • Creating Classes
  • Editing Future Class Instances
  • Managing, Extending, and Deleting Class Series
  • Teacher Assignments on Class Instances
  • Waitlists for Classes
  • Workshop vs Course: Which One Should You Use?
  • Create Appointment Services
  • Customers Managing Their Appointments
  • How Customers Book Appointments
  • Manage Appointment Resources
  • Reschedule or Cancel Appointments
  • Set Availability Schedules
  • View and Manage Appointments
  • Class Coverage for Products
  • Creating Bundles & Packages
  • Creating Memberships
  • Creating Physical Products
  • Customer Credit Expiry
  • Gift Cards
  • Product Settings Guide
  • Product Types Overview
  • Share Your Products Online
  • Common Issues & Solutions
  • Abandoned Checkout Recovery
  • Annual summary
  • Billing Details & Invoices
  • Booking & Checkout Settings
  • Invoice vs Receipt: What Naayya Provides
  • Payment Methods & Payouts
  • Payment Review
  • Payment Troubleshooting
  • Point of Sale
  • Record Offline Payments
  • Set Up Get Paid
  • Add a Lead Form to Your Website
  • Website Integration
  • Website Integration Troubleshooting
  • What Customers See in Website Integrations
  • Domain Verification Setup
  • Getting Started with Email Marketing
  • Managing Email Templates
  • Sending Email Campaigns
  • Sending Quick Emails
  • Using the Email Designer
  • Getting Started with Journeys
  • Using Journey Builder
  • Access Control
  • Adding Staff Members
  • Leads Management
  • Managing Teacher Profiles
  • People Overview
  • Provider Profiles
  • Public Profiles for Staff Who Teach
  • Referrals
  • Roles & Permissions
  • Staff Management
  • Teacher Status Management
  • Teaching Operations
  • Contracts
  • Pay Rules
  • Payouts
  • Payslips
  • Teacher Payout Calculator
  • Attendance Rates
  • Class Fill %
  • Retention Rates
  • Session Feedback Stats
  • Private Feedback
  • Public Testimonials
DocsNaayya appBlogContact support
  1. Docs
  2. Team & Access
  3. Referrals
Open app

Referrals

Track referral links, referred customers, and reward status.

Use Referrals to see who is sharing referral links, who was referred, and whether rewards are pending, completed, or revoked.

Open referrals#

Go to Admin > Referrals.

You need the right marketing or growth access to manage referrals.

What the page shows#

The Referrals page can show:

  • Referral links
  • Referrers
  • Referred customers
  • Pending referrals
  • Completed referrals
  • Revoked referrals

Use the status to decide what needs review.

Update reward status#

When a referral reward needs review, update the status only after checking the customer and purchase context.

Common statuses:

  • Pending: not settled yet
  • Completed: reward has been accepted or fulfilled
  • Revoked: reward should not be fulfilled

Good referral hygiene#

  • Check duplicate customers before completing rewards.
  • Review whether the referred customer actually met your rules.
  • Keep reward changes consistent with your public terms.
  • Do not manually complete rewards you cannot explain.

Related articles#

  • Leads Management
  • Customer Details
  • Coupons
  • Customer Segments
PreviousPublic Profiles for Staff Who TeachNextRoles & Permissions

On this page