Platform features

Everything you need to grow through referrals

Automatic referral tracking, flexible rewards, and a loop that turns every customer into a growth channel.

Referral tracking

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Automatic attribution

Square payment webhooks match referrals to purchases automatically. No manual tracking or coupon codes required.

Click & conversion analytics

Track every click, signup, and purchase across the referral funnel with real-time dashboards.

Tracking links

Unique referral codes per affiliate with QR code generation for easy sharing in-store and online.

Rewards & incentives

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Gift card rewards

Issue Square gift cards that keep reward money inside your business and guarantee a return visit.

Coupon rewards

Auto-apply discounts at Square POS with zero friction at the register. No code entry needed.

Double-sided rewards

Independent reward types for referrers and referred customers: any mix of gift cards, coupons, loyalty points, and manual payouts.

Loyalty points

Reward referrals with points in your Square Loyalty program, so rewards plug straight into the loyalty flow your customers already use.

Manual payouts

Prefer to pay cash or via your own method? Track what each affiliate is owed and export payouts to settle outside the platform.

Affiliate management

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Affiliate roles

Support for clients, influencers, and agency partners with different commission structures tailored to each role.

Commission tiers

Graduated rates that reward your top performers: 10% for an affiliate's first 5 referrals, then 15% after. Set the milestones per program.

Affiliate groups

Organize affiliates into segments with custom commission overrides that take priority over program defaults.

Program scopes

Choose what counts: reward the referred customer's first purchase only, every purchase within a set window, or their entire lifetime with you.

Growth engine

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Viral loop

Every referred customer automatically becomes a referrer with their own link, creating a self-perpetuating referral chain.

Bounties & challenges

Time-limited campaigns with bonus rewards to motivate affiliates and drive seasonal promotions.

Staff referrals

Team members get their own referral links via the My Referrals dashboard. Turn your staff into your best growth channel.

Analytics & reporting

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Four-tab reports

Referral quality, affiliate performance, revenue attribution, and client retention analytics in one place.

Home dashboard

Real-time KPIs, revenue trends, team performance rankings, and setup progress at a glance.

Campaign management

Email and SMS outreach to target affiliate segments. Draft, schedule, and track campaign performance.

Security & integration

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Fraud detection

Automatic screening for self-referrals, duplicate payments, rapid conversions, and disposable email addresses.

Square integration

One-click OAuth connect with payment webhooks, gift cards, customers, and catalog sync.

Affiliate portal

Self-service dashboard with phone OTP login, referral stats, earnings history, one-tap copy for reward codes, and branded customization.

Platform & customization

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Custom domains

Use your own domain for the affiliate portal, referral links, and join pages. A fully branded experience your customers trust.

Embeddable widget

Add a referral signup widget to your website. Capture new affiliates without them leaving your site.

Apple & Google Wallet passes

Affiliates save a shareable referral pass to their phone: your business name, their referral code, and a QR code friends scan to sign up.

Downloadable referral card

Print-ready referral cards in three formats (business card, table tent, and full-page flyer), each with the affiliate's QR code built in.

Smart automation

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Weekly digest emails

Automatic performance summaries sent to affiliates every week. Keep them engaged without lifting a finger.

Post-visit reminders

Automated follow-up emails to referred customers that encourage rebooking and reviews.

First-visit quality scoring

Track rebooking rates, retail purchases, and service upgrades to measure the true quality of each referral.

Start turning clients into referrals

Connect Square, set your rewards, and go live in under five minutes.