Referral Dashboard
Manage your referrals, rewards, and referrers all in one place.
Program snapshot
A quick view of the program's return and growth.
Return Multiplier
0.0x
Referral revenue divided by rewards paid
Referral Revenue
$0.00
From confirmed customers
New Customers
0
Confirmed customers
Referrers
0
Signed up to refer
Referrals
0
People referred in
Active referral queue
Review active referrals, record outreach, confirm customers, and complete rewards from one place.
| Referral information | Referrer information | Status | Attention | Action |
|---|
Recent activity
The latest referral updates.
Referrals
Search, filter, and manage every referral as its own individual record. Referrals that need action appear first and stay highlighted until the required step is completed.
| Referral information | Referrer information | Status | Attention | Action |
|---|
Referrers
Search and review everyone enrolled in your referral program. View each referrer’s contact information, total referrals, confirmed customers, rewards earned, rewards paid, and referral history.
| Referrer | Joined | Total referrals | Confirmed | Rewards earned | Rewards paid | Details |
|---|
Referral program name
Choose the name shown on your referrer signup page and in future program communications.
Launching a new reward ends the current reward for future referrals. Existing referrals keep the reward terms that were active when they were submitted.
Current reward
ActiveThe reward currently offered for new referrals.
Reward value
$25
Reward type
Cash
Eligibility
First completed purchase
Effective date
July 1, 2026
Accepted payout methods
Reward history
Previous rewards and the periods when they were available.
| Reward | Type | Period | Referrals | Status |
|---|---|---|---|---|
| $20 | Cash | May 1 – June 30, 2026 | 12 | Ended |
Business information
The business and account information connected to this referral program.
Business name
—
Contact name
—
Login email address
—
Phone number
—
Business website
—
Referral program
Manage the links used by referrers and the people they refer.
Referrer signup link
Referred customer destination website
This is the website where people who are referred will be directed to from the invitation message.
Login & password
Update the email address and password used to access this dashboard.
Self-service login and password changes are not available yet. Contact support if your business needs an account update.
Subscription & billing
Manage your plan, payment method, invoices, and billing history.
Billing will be handled securely through Stripe. Your billing portal and invoices will appear here once Stripe is connected.
Monthly subscription
Cancel subscription
Request cancellation of your Referral Direct subscription.
Support
Questions or issues? We usually reply within one business day.
Customer imports
Upload existing customer records to help identify referral matches.
Customer uploads are planned for a future release and will not be included in the MVP.
Log out
Securely sign out of the business dashboard on this device.
Search dashboard
Search individual referrals or referrers.
Referral details
Referrer details
Create reward
Set the reward offered for future referrals.