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 comes with Loyalty on every plan and with the Loyalty product (see How do I set up a loyalty scheme?). Rewards of bonus stamps or points work everywhere; a reward that is one of your promotions needs promotions (the Pro and Complete plans) — without them that choice is shown locked on a plan, and isn't offered if your venue has products only.

Where to set it up. Open Settings → Loyalty — the gear at the top right of the Loyalty page (in the sidebar under Customers) takes you there — and scroll to the Invite a friend section. A change there waits for Save changes in the bar at the bottom of the page, and saving 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 member coupon saved straight to the friend's account, the way a birthday gift is — it comes with Loyalty itself) 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 member coupons and claimable promotions — member coupons only when your venue has Loyalty without the Pro or Complete plan (make a member coupon on the Promotions page as an offer used at the venue). Member coupons never count toward a live limit. 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 Invite a friend section in Settings → Loyalty says how many friends have joined through an invite so far. 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 for a promotion reward, the chosen promotion gone, a cap reached, or the inviter no longer a member) is not paid later. Bonus stamps and points never depend on promotions. 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 that are promotions; bonus stamps and points carry on.

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