Automated Referral Rewards

Turn your happiest customers into your best marketing channel. With the Referral Campaign, your customers automatically receive a unique referral link after booking — and when a friend books through that link, both of them get rewarded.


In this article, you will cover:

How to enable the Referral Campaign

  • From your Occasion workspace, go to Campaigns.
  • Look for Referral Campaign and click on Settings.
  • Configure your settings:
    • Referrer reward — the coupon your customer receives when a friend books using their link.
    • Friend discount — the coupon automatically applied to the friend's booking.
    • Coupon validity — how many days the coupons remain active.
    • Usage — the number of times a coupon can be used by referred friends.

How does it work?

From the customer's perspective, referring a friend is simple.

  1. After booking, your customer sees a prompt on their order confirmation page and in their confirmation email inviting them to share their unique referral link.
  2. They click through to a share page — branded to your business — that shows exactly what the friend gets and what they'll earn as a reward. From there, they can copy their referral code or share directly via WhatsApp, email, or via text to list a few ways.
  3. When a friend uses that code, a discount coupon is automatically applied to the friend's checkout.
  4. Once the friend completes their booking, your customer automatically receives their reward coupon by email.


When is the referral prompt shown to a customer?

The referral prompt only appears when the booking meets the following criteria:

  1. The booking was completed by the customer on a booking page, and not by the Seller using QuickOrder.
  2. The event booked was marked as a Public event, and not a Private event or Gift Certificate.
  3. The amount paid was greater than $0 (not a free booking).

Emails associated with the Referral Campaign

When the feature is enabled, your customer will see a referral prompt in their order confirmation email immediately after booking.


When a referral is successful — meaning a friend completes a booking — your customer automatically receives a reward coupon by email.

Customizing the reward email

You can customize the email your customer receives when a friend successfully books using their referral link. This lets you match the message to your brand's voice and make the reward feel more personal.

To customize the reward email, go to Campaign > Referral Campaign > Settings, and look for the email customization option.

Tracking your campaign with analytics

The Referral Campaign includes a built-in analytics page so you can see exactly how your campaign is performing.


To view your analytics, go to Campaigns > Referral Campaign in your Occasion workspace.


At a glance, you'll see:

  • Referral Links Issued — how many unique referral links have been shared by your customers.
  • Rewards Issued — how many reward coupons have been sent out after successful referrals.
  • Conversion Rate — the percentage of referral links that resulted in a booking.
  • Reward Redemption Rate — how many of those reward coupons were actually used.

Below the summary stats, you'll find a Referral Links table showing each individual sharer, their referral code, share page views, friend clicks, friends who purchased, and whether their reward was used.



Click Details on any row to see a deeper breakdown for that specific referral link — including friend clicks, friends booked, rewards issued, total revenue generated, the friend's coupon code and usage, and a timeline of activity.

Redeeming rewards

Reward and discount coupons are issued as coupon codes — not gift cards. Your customer receives a unique code in their reward email, which they can apply at checkout on any future booking.


The friend's discount is applied automatically when they use the referral code — no manual entry needed.

Deciding on your reward and discount amounts

A good starting point is setting the referrer reward at around 25% of your average order value. If your average booking is $40, a $10 reward works well. You can check your average order value on your Sales Analytics page.


For the friend's discount, even a small amount - $5 to10 off - is often enough to nudge a booking from someone who's already been personally recommended by a friend they trust.

Disabling the Referral Campaign

To disable the campaign, go to Settings > Campaigns and toggle it off. The referral prompt will no longer appear in confirmation emails or on confirmation pages.

Frequently Asked Questions


Does my customer need to do anything to set up their referral link? No. Every customer who completes a qualifying booking automatically gets a unique referral code — no sign-up or action required on their end.


Can the friend's coupon be used on any experience? Yes. The friend's discount coupon is not tied to a specific class or experience — it applies to any booking at your business.


What counts as a successful referral? A referral is successful when the friend completes a booking using your customer's referral code. The referrer receives their reward coupon automatically once that happens.


What if my customer's reward coupon expires before they use it? They'll receive a reminder email before it expires. Once expired, the coupon can no longer be redeemed — but your customer can always generate new referrals to earn future rewards.


Can I limit the referral coupon to new customers only? Not at this time. The friend's discount applies to any booking made with the referral code, regardless of whether they've booked with you before.


What happens if I disable the campaign? The referral prompt is removed from all confirmation pages and emails immediately. Any reward coupons that were already issued remain valid until they expire.

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