How does "Invite a friend" work in loyalty?

Members share a personal link or code; when a friend joins through it, each side gets the reward you choose — a promotion saved to their account, or bonus stamps or points — at the moment you choose. Caps, quiet abuse rules, and the fact that ResoFlow never emails the friend.

What it is. Every active member of your loyalty scheme can get a personal invite link and an eight-letter invite code from their loyalty card. When a friend joins your scheme through that link (or types the code), the friend gets a reward and the member who invited them gets a reward — each one whatever you chose. It is off until you switch it on, and it needs the same plan as loyalty itself (see How do I set up a loyalty scheme?) plus promotions available on your plan, because a reward can be one of your promotions.

Where to set it up. Open the Loyalty page (sidebar → Guests), stay on the Scheme tab and scroll to the Invite a friend card under your scheme's details. It saves on its own — changing it never touches the rest of your scheme.

• Reward friends who join — the switch. Off means nobody has an invite link; on means every active member can get one.
• What the friend gets — pick An offer from a promotion (a claimable promotion saved straight to the friend's account, the way a birthday gift is) or Bonus stamps / Bonus points (an amount added to their balance — stamps on a stamp card, points on a points scheme, and a stamps amount always stays under your card's target). Then choose when: When they join (the moment their membership activates — a confirmed email or a paid join; a pending, unconfirmed sign-up is never rewarded) or After their first visit (their first earned visit at your venue).
• What the inviter gets — the same choices for the member who shared the link, with its own moment: When the friend joins or After the friend's first visit. Paying the inviter after the friend's first real visit is the default and the strongest guard against made-up sign-ups — a friend who never comes in earns their inviter nothing.
• Rewarded invites per member each year — between 1 and 10 (10 is the default). Once a member has been rewarded that many times in the last twelve months, further friends still join; the inviter simply isn't rewarded again until the year rolls on.
• Venue-wide cap each year — an optional ceiling on rewarded invites across all your members in the last twelve months. Leave it blank for none.

For An offer from a promotion, the picker under Which promotion lists your claimable promotions (create one on the Promotions page with claiming switched on). A promotion with one-per-person codes can't be an invite reward. If you later pause or end that promotion, the reward is skipped at its moment — bring the promotion back or pick another.

What your members see. On their loyalty card in your customer portal, an active member finds an Invite a friend panel. Get my invite link shows their code and link; Copy link copies it and Share opens their phone's share sheet where one exists. The member does the inviting — ResoFlow never emails the friend. The welcome email a new member receives mentions the panel when the programme is on. A friend who opens the link lands on your loyalty join page with the code already filled into the Invite code field; a friend who was only told the code can type it there, or later into the Add a promo or invite code box on their own loyalty card (that works only while they are still new — a member who has already earned at your venue can't be attributed afterwards).

What you see. The Referrals tile on the Loyalty page counts members who joined through an invite. Each attribution and each reward paid appears in your Activity log as a routine customer-record entry; a reward given as a promotion shows in the member's saved coupons, and bonus stamps or points show as a movement in their history.

The rules that keep it honest.

• A pending, unconfirmed friend never pays out — either leg waits for the moment you chose, and a "This wasn't me" removal cancels any reward not yet paid.
• Self-referrals are refused quietly: the same customer, the same inbox under a different alias, or the same device that fetched the inviter's link simply joins without being attributed. No message is shown — an explanation would only teach the workaround.
• A reward that can't be paid at its moment (the programme switched off, promotions unavailable at that moment, the chosen promotion gone, a cap reached, or the inviter no longer a member) is not paid later. Each of the two rewards is judged at its own moment only — the friend's moment and the inviter's moment are independent.
• Each reward pays once. A friend who leaves and re-joins under the same email is never rewarded twice, and neither is their inviter.
• An inviter rewarded with a promotion keeps one live coupon of that promotion at a time; if they still hold it unredeemed when the next friend joins, no second coupon is added (choose bonus stamps or points for the inviter if you want rewards to stack).
• Switching the programme off keeps your choices, so switching it back on later restores them. Existing invite links stop attributing anyone while it is off.
• The Promotions kill-switch (a ResoFlow-side suspension of your offers) pauses invite rewards as well.

Related guides: How do I set up a loyalty scheme? · Saved coupons · How do birthdays work?