{"id":919,"date":"2026-07-17T09:12:33","date_gmt":"2026-07-17T09:12:33","guid":{"rendered":"https:\/\/documentation.iqonic.design\/frezka-saas\/?p=919"},"modified":"2026-07-17T09:25:23","modified_gmt":"2026-07-17T09:25:23","slug":"how-referral-loyalty-works","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/frezka-saas\/how-referral-loyalty-works\/","title":{"rendered":"How Referral Loyalty works?"},"content":{"rendered":"<div class=\"nolwrap\">\n<p>The Referral Loyalty system allows businesses to drive customer acquisition and engagement by rewarding existing customers for introducing new users to the platform. By offering a double-sided reward, both the existing user (referrer) and the new user (referred user) receive loyalty points upon a successful signup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-introduction\">1. Introduction<\/h2>\n\n\n\n<p>Customer acquisition is a major driver of growth for salons and spas. The Referral Loyalty feature automates this loop. Existing clients share referral codes, and when new clients sign up, the system automatically adds loyalty points to both accounts. This drives brand loyalty and word-of-mouth promotion.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-user-roles--permissions\">2. User Roles &amp; Permissions<\/h2>\n\n\n\n<p>Different users have distinct roles in managing and using the Referral Loyalty program:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>vendor<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Has full permission to create, update, and toggle the status of the Referral Loyalty rule.<\/li>\n\n\n\n<li>Monitors overall referral history and reward distribution.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer \/ End User<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Obtains their unique referral link or referral code from their profile section.<\/li>\n\n\n\n<li>Shares the link\/code with friends.<\/li>\n\n\n\n<li>Views earned loyalty points from referrals in their profile history.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"939\" src=\"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-content\/uploads\/sites\/7\/2026\/07\/image-4.png\" alt=\"\" class=\"wp-image-922\" style=\"aspect-ratio:2.043717924348983\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1910\" height=\"940\" src=\"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-content\/uploads\/sites\/7\/2026\/07\/image-5.png\" alt=\"\" class=\"wp-image-925\" style=\"aspect-ratio:2.0319764145594736\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-how-it-works\">3. How it Works<\/h2>\n\n\n\n<p>The Referral Loyalty system functions by connecting user registration referrals to the business&#8217;s overall loyalty wallet. Points earned are credited to the customer&#8217;s wallet history and can be redeemed as discount rewards during product or service checkouts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"31-earning-criteria--logic\">3.1 Earning Criteria &amp; Logic<\/h3>\n\n\n\n<p>When a new guest registers on the platform, the system evaluates the active referral rules based on the following criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Active Status and Date Validation<\/strong>: The system checks if there is an active Referral Rule and whether the current date falls within the configured\u00a0<strong>Expiry Date Range<\/strong>.<\/li>\n\n\n\n<li><strong>Referral Link or Code Verification<\/strong>: The guest must register using a valid referral link or by manually inputting an active user&#8217;s referral code during registration.<\/li>\n\n\n\n<li><strong>Referred User Points Award<\/strong>:\n<ul class=\"wp-block-list\">\n<li>If a referrer is successfully identified, the newly registered user automatically receives the points configured in the\u00a0<strong>Referred User Points<\/strong>\u00a0field.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Referrer Points Award (with Limit Control)<\/strong>:\n<ul class=\"wp-block-list\">\n<li>The referrer receives the points defined in the\u00a0<strong>Referrer Points<\/strong>\u00a0field.<\/li>\n\n\n\n<li><strong>Maximum Referrals Limit Check<\/strong>: Before crediting the referrer, the system counts their total successful referrals. If this count meets or exceeds the\u00a0<strong>Max Referrals Per User<\/strong>\u00a0limit, the referrer does not receive any points for this referral. However, the newly registered user still receives their referred points.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"32-redeeming-criteria--logic\">3.2 Redeeming Criteria &amp; Logic<\/h3>\n\n\n\n<p>Loyalty points accumulated from referrals are saved in the user&#8217;s wallet. Customers can redeem these points during the booking checkout process on services and products based on the following configured&nbsp;<strong>Redeem Rules<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Redeem Rule Types<\/strong>:\n<ul class=\"wp-block-list\">\n<li><strong>Full Redeem<\/strong>: To unlock a discount, the customer&#8217;s active points balance must be greater than or equal to the defined\u00a0<strong>Points Threshold<\/strong>\u00a0(e.g. 100 points). Meeting this threshold grants a fixed discount amount (e.g. $10 off).<\/li>\n\n\n\n<li><strong>Partial Redeem (Slabs)<\/strong>: Points are redeemed based on custom-defined ranges (slabs). Each slab defines a range of points (<code>Point From<\/code>\u00a0to\u00a0<code>Point To<\/code>) and its corresponding discount value (e.g. 10-50 points = $5 off, 51-100 points = $10 off). The system identifies which slab the customer&#8217;s available points fit into and applies the corresponding discount.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Discount Capping<\/strong>: The discount amount generated by redeeming loyalty points is automatically capped so that it never exceeds the total payable transaction amount before the redeem step.<\/li>\n\n\n\n<li><strong>Service\/Product Applicability<\/strong>: Admin rules can restrict point redemption to specific services or products, or allow them to apply globally to all checkout items.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-workflows\">4. Workflows<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"configuring-the-referral-loyalty-rule-administrator\">Configuring the Referral Loyalty Rule (Administrator)<\/h3>\n\n\n\n<p>Follow these steps to set up or modify the referral program rules:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the\u00a0<strong>Loyalty Rule Settings<\/strong>\u00a0in the administrator backend.<\/li>\n\n\n\n<li>Select the\u00a0<strong>Referral Rule<\/strong>\u00a0tab.<\/li>\n\n\n\n<li>Enter the amount of points for both the\u00a0<strong>Referrer<\/strong>\u00a0and the\u00a0<strong>Referred User<\/strong>.<\/li>\n\n\n\n<li>Set the\u00a0<strong>Max Referrals Per User<\/strong>\u00a0to limit how many times a customer can earn referral rewards.<\/li>\n\n\n\n<li>Select the\u00a0<strong>Expiry Date Range<\/strong>\u00a0using the date-picker calendar.<\/li>\n\n\n\n<li>Set the status to\u00a0<strong>Active<\/strong>\u00a0to activate the rule.<\/li>\n\n\n\n<li>Click\u00a0<strong>Add Referral Rule<\/strong>\u00a0(or\u00a0<strong>Update Referral Rule<\/strong>\u00a0if modifying an existing one).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"941\" src=\"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-content\/uploads\/sites\/7\/2026\/07\/image-6.png\" alt=\"\" class=\"wp-image-931\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sharing-and-redeeming-referrals-customer\">Sharing and Redeeming Referrals (Customer)<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to the customer portal\/app.<\/li>\n\n\n\n<li>Go to the\u00a0<strong>My Referrals<\/strong>\u00a0or\u00a0<strong>Loyalty Points<\/strong>\u00a0page.<\/li>\n\n\n\n<li>Copy the referral link or code.<\/li>\n\n\n\n<li>Share the link or code with a friend via email or social media.<\/li>\n\n\n\n<li>The friend clicks the link, filling out the registration form.<\/li>\n\n\n\n<li>Upon form submission, the signup completes, and the points credit to both points wallets instantly.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-configurable-settings\">5. Configurable Settings<\/h2>\n\n\n\n<p>Administrators can customize the referral rewards using the settings below:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Field Name<\/th><th class=\"has-text-align-left\" data-align=\"left\">Type<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description<\/th><th class=\"has-text-align-left\" data-align=\"left\">Mandatory<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Referrer Points<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The number of loyalty points credited to the existing customer who shares the referral link\/code.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Referred User Points<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The number of loyalty points credited to the newly registered customer.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Max Referrals Per User<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The maximum number of successful referrals for which a single user can earn rewards.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Expiry Date Range<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Date Range<\/td><td class=\"has-text-align-left\" data-align=\"left\">The active dates (start date to end date) during which the referral program is valid.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Status<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Select Dropdown<\/td><td class=\"has-text-align-left\" data-align=\"left\">Toggle between&nbsp;<strong>Active<\/strong>&nbsp;(rule is live and points are awarded) and&nbsp;<strong>Inactive<\/strong>&nbsp;(rule is disabled).<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-limitations-and-caveats\">6. Limitations and Caveats<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Single Active Rule<\/strong>: Only one referral loyalty rule can be active at any given time.<\/li>\n\n\n\n<li><strong>Unique Accounts<\/strong>: Points are only awarded for new, unique user registrations. Duplicate account creation to exploit points is subject to security constraints.<\/li>\n\n\n\n<li><strong>Sign-up Bound<\/strong>: The points are credited immediately upon successful user registration, independent of whether the referred user books a service or buys a product.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"7-booking-based-loyalty-earn-rules-earning-from-bookings\">7. Booking-Based Loyalty Earn Rules (Earning from Bookings)<\/h2>\n\n\n\n<p>Apart from referring new users, customers earn loyalty points by booking services or purchasing products. Earning is driven by admin-configured&nbsp;<strong>Earn Rules<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"71-earning-criteria--calculation-logic\">7.1 Earning Criteria &amp; Calculation Logic<\/h3>\n\n\n\n<p>Points for a paid booking or purchase are evaluated for each individual item (service or product) in the cart:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Item Match<\/strong>: The system checks if the service or product is mapped under an active Earn Rule&#8217;s eligible items. If an Earn Rule has no specific items selected, it applies globally to all items of that type (Service or Product).<\/li>\n\n\n\n<li><strong>Amount Range Check<\/strong>: The subtotal price of the purchased item must be within the rule&#8217;s configured\u00a0<strong>Minimum Amount<\/strong>\u00a0and\u00a0<strong>Maximum Amount<\/strong>\u00a0(inclusive).<\/li>\n\n\n\n<li><strong>Expiry Validation<\/strong>: The transaction date must fall within the rule&#8217;s configured active date range.<\/li>\n\n\n\n<li><strong>Points Calculation (Stackable vs. Non-Stackable)<\/strong>:\n<ul class=\"wp-block-list\">\n<li>If multiple active rules cover the same item, the system calculates the payout using stackable rules:\n<ul class=\"wp-block-list\">\n<li><strong>Stackable Rules (<code>is_stackable = 1<\/code>)<\/strong>: The points from all matched stackable rules are added together.<\/li>\n\n\n\n<li><strong>Non-Stackable Rules (<code>is_stackable = 0<\/code>)<\/strong>: The system selects the matching non-stackable rule with the highest point value.<\/li>\n\n\n\n<li><strong>Result<\/strong>: The user is awarded whichever value is higher between the sum of all stackable rules and the highest single non-stackable rule:<math display=\"block\"><semantics><mrow><mtext>Awarded&nbsp;Points<\/mtext><mo>=<\/mo><mi>max<\/mi><mo>\u2061<\/mo><mo stretchy=\"false\">(<\/mo><mo>\u2211<\/mo><mtext>Stackable&nbsp;Points<\/mtext><mo separator=\"true\">,<\/mo><mi>max<\/mi><mo>\u2061<\/mo><mo stretchy=\"false\">(<\/mo><mtext>Non-Stackable&nbsp;Points<\/mtext><mo stretchy=\"false\">)<\/mo><mo stretchy=\"false\">)<\/mo><\/mrow><\/semantics><\/math>Awarded\u00a0Points=max(\u2211Stackable\u00a0Points,max(Non-Stackable\u00a0Points))<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Timing<\/strong>: Points credit to the customer&#8217;s wallet immediately after successful payment\/completion of the booking or order.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"72-administrator-configuration-settings\">7.2 Administrator Configuration Settings<\/h3>\n\n\n\n<p>Administrators can set up these rules via the&nbsp;<strong>Earn Rule<\/strong>&nbsp;tab. The configurable settings are:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Field Name<\/th><th class=\"has-text-align-left\" data-align=\"left\">Type<\/th><th class=\"has-text-align-left\" data-align=\"left\">Description<\/th><th class=\"has-text-align-left\" data-align=\"left\">Mandatory<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Loyalty Type<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Select Dropdown<\/td><td class=\"has-text-align-left\" data-align=\"left\">Choose&nbsp;<strong>Service<\/strong>&nbsp;(for appointments\/bookings) or&nbsp;<strong>Product<\/strong>&nbsp;(for e-commerce\/retail purchases).<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Service\/Product Select<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Multi-Select<\/td><td class=\"has-text-align-left\" data-align=\"left\">Select specific items that qualify. Leave blank to apply globally to all items.<\/td><td class=\"has-text-align-left\" data-align=\"left\">No<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Minimum Amount<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The minimum price of the item required to trigger the rule.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Maximum Amount<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The maximum price limit for the item to qualify for points.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Points Earned<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Numeric Input<\/td><td class=\"has-text-align-left\" data-align=\"left\">The quantity of loyalty points awarded to the client&#8217;s wallet upon purchase.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Expiry Date Range<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Date Range<\/td><td class=\"has-text-align-left\" data-align=\"left\">Date range within which the rule remains live and active.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Status<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Select Dropdown<\/td><td class=\"has-text-align-left\" data-align=\"left\">Toggle between&nbsp;<strong>Active<\/strong>&nbsp;and&nbsp;<strong>Inactive<\/strong>.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><strong>Stackable<\/strong><\/td><td class=\"has-text-align-left\" data-align=\"left\">Toggle Switch<\/td><td class=\"has-text-align-left\" data-align=\"left\">If enabled, points from this rule can be combined with other stackable rules covering the same item.<\/td><td class=\"has-text-align-left\" data-align=\"left\">Yes<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The Referral Loyalty and booking-based Loyalty programs work together to drive both passenger acquisition and regular booking behaviors. By automating double-sided referral incentives and configuring detailed service\/product earn rules, businesses can build a robust loyalty ecosystem.<\/p>\n\n\n\n<p><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>The Referral Loyalty system allows businesses to drive customer acquisition and engagement by rewarding existing customers for introducing new users to the platform. By offering a double-sided reward, both the existing user (referrer) and the new user (referred user) receive loyalty points upon a successful signup. 1. Introduction Customer acquisition is a major driver of [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":584,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-919","post","type-post","status-publish","format-standard","hentry","category-frezka-saas"],"featured_image_src":null,"author_info":{"display_name":"laraveladminiq","author_link":"https:\/\/documentation.iqonic.design\/frezka-saas\/author\/laraveladminiq\/"},"children":[],"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/posts\/919","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/comments?post=919"}],"version-history":[{"count":5,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/posts\/919\/revisions"}],"predecessor-version":[{"id":932,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/posts\/919\/revisions\/932"}],"up":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/posts\/584"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/media?parent=919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/categories?post=919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/frezka-saas\/wp-json\/wp\/v2\/tags?post=919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}