Referrals · Discounts and rewards
A referral code doesn’t end with the new customer’s discount.
The new customer discount and the referrer reward remain two separate decisions. MapMyStaff checks the code conditions before applying an eligible discount, then lets you track the referrer reward and its status separately.
From code to follow-up
Separate decisionsTwo distinct benefits, each with its own rules and statuses.
01
Code usedThe new customer provides a referral code
Received02
Discount checkedThe new customer discount depends on the program conditions
Eligibility03
Reward trackedThe referral record starts pending when the appointment closes
Pending04
Program viewAttributed revenue, paid cost, and promised cost
Measured01Two benefits
Two people, two distinct benefits.
The new customer can receive a booking discount when the program conditions are met. The referrer reward is tracked separately in a referral record with its own status.
When a referral code is used, the system looks up the matching referrer. At closing, the conversion can be recognized and the referral record starts pending; reward payment remains a separate state.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
C
Referral code during bookingThe customer enters the code before confirmation
New customerCustomer
Record linked
Referral codeThe code is checked before an eligible discount
Discount calculated according to active rules
EXAMPLE-CODE
Checking conditions…Program, dates, package, duplicate, and individual cap.
$25 discount applied!The final amount was recalculated and the decision was recorded.
The animation restarts automatically to show entry, server-side validation, and application of the discount.
02Check the code
The code alone is not enough: conditions are checked before the discount.
When a code is used, MapMyStaff checks that it matches a referrer and blocks self-referrals. Configured rules also govern whether the program is active, its validity, and its limits.
The new customer discount should change the total only when the applicable conditions are met. The referrer reward remains a separate decision.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
V
Discount checkEvery code is verified before the final calculation
- program validity
- configured conditions
- duplicate prevention
- self-referral prevention
03Track the reward
After closing, the referrer reward follows its own status.
The referral starts with a pending status. Reward payment is a separate state: the record can later be paid, rejected, or expired according to the program rules and authorized actions.
Pending rows can, depending on the program workflow, expose a manual validation action. Supervision also distinguishes rewards already paid from rewards still promised.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
D
Referral detailsFind every record, its status, and the action to take
| Referrer | Referee | Date | Status | Reward paid | Action |
|---|---|---|---|---|---|
| Referrer AExample code | New customer— | Apr. 16, 2026 | Paid | +15,00 $ | — |
| Referrer BExample code | New customer B— | Apr. 15, 2026 | Refused | 0,00 $ | — |
| Referrer CExample code | New customer C— | Apr. 8, 2026 | Pending | 0,00 $ | |
| Referrer DExample code | New customer D— | Apr. 8, 2026 | Paid | +15,00 $ | — |
| Referrer EExample code | New customer E— | Apr. 8, 2026 | Pending | 0,00 $ | |
| Referrer FExample code | New customer F— | Apr. 7, 2026 | Pending | 0,00 $ |
iIllustrative example—fictional data. Values do not represent verified customer results.
ReferrerReferrer record
CompliantiIllustrative example—fictional data. Values do not represent verified customer results.
People and appointment
- Referrer
- Referrer
- Referee
- New customer
- Code
- Referral code
- Appointment
- Linked appointment
- Service
- Linked service
Reward calculation
- Rule
- 15% of the first service
- Eligible amount
- 120,00 $
- Calculated reward
- 18,00 $
- Remaining cap
- 140,00 $
- Decision
- Approved
Validation trace
- 1Code recognized and connected to the correct referrer.
- 2Appointment closed and the record basis available.
- 3Annual cap and commercial rules verified.
- 4Reward status recorded after the required validation.
04Define the rules
Define who receives what, when, and up to what limit.
Configuration lets you enable or disable the program, choose percentage or fixed amount, then define the referrer credit and new customer discount separately.
An annual cap, start date, end date, and exclusion periods let you frame the program. Disabling it does not delete its configuration.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
C
Program rulesDefine benefits, validity, and program limits
Type and amounts
Referrer credit20 %
Referee discount25 %
Security and validity
Maximum cap per referrerConfigured annual cap
StartConfigured date
EndConfigured date
Exclusion periods
05Read the program
Put attributed revenue alongside the program costs.
The cockpit brings together referral-attributed revenue, average acquisition revenue, new customers, conversions, and reward costs. It separates cost already paid from cost still promised.
The view can be followed over time and by referrer. Acquisition revenue is limited to the referred new customer’s first appointment; future lifetime value is not included in this immediate reading.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
S
Referral oversightReading channel cost and contribution
Referral revenue✓
75 190 $
22.2% of revenue · +8,4 %
Revenue / acquisition•
393,67 $
191 new customers · +12,1 %
New customers✓
191
24.2% of new customers · +18
Conversions•
740
257 pending · 483 paid
Referral CAC•
96,05 $
Promised version: $116.23 · -4,2 %
Profitability at acquisition
Compare first-appointment revenue with paid and promised costs.
Average revenue / acquisitionPaid CACPromised CAC
JuneAugustOct.Dec.Feb.Apr.
Growth of referred customers
Check whether the channel’s share remains stable over time.
New referred customersTotal new customers
JuneAugustOct.Dec.Feb.Apr.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
E
Monthly change33 comparable months
| Period | New customers | Conversions | Referral revenue | Revenue / new customer | Share of new customers | Paid CAC |
|---|---|---|---|---|---|---|
| Sep. 2025 | 11 | 47 | 4 611,88 $ | 419,26 $ | 22,9 % | 100,91 $ |
| Oct. 2025 | 6 | 49 | 4 893,38 $ | 815,56 $ | 16,7 % | 195,00 $ |
| Nov. 2025 | 13 | 55 | 5 915,15 $ | 455,01 $ | 24,5 % | 100,38 $ |
| Dec. 2025 | 14 | 49 | 4 808,30 $ | 343,45 $ | 19,4 % | 93,21 $ |
| Jan. 2026 | 15 | 42 | 4 101,77 $ | 273,45 $ | 22,4 % | 66,00 $ |
| Feb. 2026 | 9 | 35 | 3 351,81 $ | 372,42 $ | 18,8 % | 95,00 $ |
| March 2026 | 12 | 39 | 4 013,68 $ | 334,47 $ | 27,3 % | 82,50 $ |
| Apr. 2026 | 3 | 12 | 974,80 $ | 324,93 $ | 15,8 % | 100,00 $ |
Metrics are read together to avoid drawing a conclusion from a single exceptional month.
iIllustrative example—fictional data. Values do not represent verified customer results.
iIllustrative example—fictional data. Values do not represent verified customer results.
T
Referrer contributorsCompare referrers using the available indicators
| Referrer | Conversions | Revenue | Credits paid |
|---|---|---|---|
| Referrer— | 7 | 737,57 $ | 60,00 $ |
| Referrer B— | 7 | 553,57 $ | 105,00 $ |
| Referrer C— | 6 | 609,50 $ | 75,00 $ |
| Referrer D— | 5 | 639,60 $ | 75,00 $ |
| Referrer B— | 5 | 629,00 $ | 45,00 $ |
| Referrer F— | 5 | 561,70 $ | 60,00 $ |
06FAQ
Frequently asked questions
The detailed methodology remains accessible when the team needs to verify a formula, status, or calculation basis.
What is the difference between the referee’s discount and the referrer’s reward?
The referee’s discount reduces the booking total after code validation. The referrer’s reward is tracked in a separate record and has its own status; applying one does not mean the other has already been paid.
When does the referrer’s reward become paid?
The conversion is recognized when the appointment closes, and the record normally begins as pending. The transition to paid then depends on program rules and, for applicable cases, manual validation by an authorized person.
Why distinguish rewards paid from rewards promised?
A paid reward is a cost already incurred. A promised or pending reward is a potential cost. Reading them separately avoids underestimating the program’s future cost and helps track each referrer’s annual cap.
What does revenue attributed to referrals measure?
The immediate reading is based on revenue from the first appointment attributed to the referred new customer. It must not be confused with customer lifetime value. Definitions of paid CAC, promised CAC, and conversions are specified in the methodology.
View the methodologyNext step
Request a targeted demoLet’s test your referral program.
Check when the new customer discount can be applied, when the referrer reward remains pending, and how to trace the status, rule, and calculation basis of a referral record.