A referral is shown as pending until the referred customer’s first monthly subscription payment has successfully settled and the corresponding month of service has ended without a refund or a payment dispute. Only then does it count as a qualifying referral.
A checkout redirect, a free or trial invoice, or a manually marked-paid invoice never qualifies a referral on its own.
Every 3 qualifying referrals earn one free month. Each free month is applied to one future full monthly renewal of an eligible subscription — one reward per renewal. Additional earned months are queued for subsequent renewals.
Add-ons, proration charges, and unrelated purchases are excluded. If you already have a discount on your subscription, your reward is queued rather than replacing it.
Tax treatment follows your existing billing configuration; a reward may change the taxable amount of the renewal it is applied to.
Referrals are shown to you with privacy-safe labels such as “Referral 1.” We never display another customer’s email, billing details, or account activity. Referral data is kept separate from any patient information or clinical documentation.
Self-referrals, duplicate accounts, and other abuse are not permitted. Rewards may be withheld pending review where activity looks suspicious. Legitimate colleagues who happen to share a network are not penalised for that alone.