Skip to main content
Found under avatar menu → Organization → Referrals. Like billing, it is an organization owner surface; other members see a permission notice. Referrals work by link rather than by code:
The slug comes from your organization and the link is created the first time you open the page. Copy it from there. The page also shows leads and sign-ups for the last 30 days and all time, rewards granted and pending, and how much of your annual cap is left.

What has to happen for a referral to count

Someone has to click your /r/ link and then sign up in that same browser. Three consequences worth knowing before you share it:
  • Only the /r/ link attributes. Pasting your slug onto another page, or appending a parameter to a different URL, does not.
  • One browser. They click on their phone and sign up on their laptop, and nothing is recorded.
  • Last click wins, and the clock restarts. Attribution lasts 30 days from the click; clicking again resets it, including clicking someone else’s link.
So the link works best sent directly to a person who is about to act on it, and badly as a line in a signature that gets clicked months before anyone signs up.

Two separate things

What they get: a partner offer. Depending on what is configured, the person you refer can land on a longer trial, a discount applied at checkout, or both, sometimes restricted to particular plans. The terms are fixed at the moment they click. Changing an offer later affects only future referrals, never ones already attributed. They see this as an extended trial and a discount at checkout. There is no referral page on their side. What you get: a reward. Credit on your own account, triggered when the organization you referred pays its first invoice, subject to a cap per year and a clawback window if they churn quickly.
Reward payout is being automated. Until that lands, credits are applied by hand. The page says so when that is the case, and the amounts and caps it shows are the live settings for your organization.

If a referral did not register

Check in this order: did they use the /r/ link, did they sign up in the same browser, and was it within 30 days of the click. If all three hold and the lead is not on the page, report it with the approximate date and the organization name.