At a glance
Overview
- 1 Open Refer & Earn from the amber header button (Refer & Earn — Get 1 month free per referral) or the periodic Refer Now modal on Home.
- 2 Copy Your Referral Code / Your Referral Link, or fill Invite a Friend (name, email, WhatsApp) and Send Invitation.
- 3 Your friend signs up via your referral link or invite, then chooses a paid plan.
- 4 At checkout they see Referral Discount (20% off) on their first month or year.
- 5 When their payment completes, you receive 1 month free on your current plan — track status and credits on View Dashboard / Referral Dashboard.
Step by step
How Refer & Earn works
Share, track on the Referral Dashboard, and collect free months when friends pay.
Rewards for you and your friend
Banner copy: each friend who subscribes = 1 month free added to your current plan. Friend: 20% OFF on first month or year.
- 1 Friend reward: 20% off applies once on their first completed subscription payment (month or year).
- 2 Your reward: when they subscribe to any paid plan, 1 free month is added to your current subscription.
- 3 Credit value tracks 1 month of your current plan price (not a fixed cash amount on the page).
- 4 If you do not have an active subscription yet, the credit stays Pending until you subscribe, then applies.
- 5 Each referred user rewards you once (already Rewarded → no second credit for the same friend).
Referral Dashboard
Page: Referral Dashboard — track referrals and earned credits. Invite page also shows Total Sent, Signed Up, Converted, Credits Earned.
- 1 Open View Dashboard from the invite page.
- 2 Review cards: Total Sent, Pending, Converted, Total Credits (with currency totals).
- 3 In Your Referrals, follow progress: Pending → Signed Up → Trial started / Free Trial Started → Converted → Rewarded. Invitation delivery shows Email/WhatsApp status.
- 4 Earned Credits lists amount, plan, From: name, and Pending / Applied / Used.
- 5 Re-copy your link/code from the dashboard card, or return via Invite Friends to send more invites.
Tips
- Rewards only count after a paid subscription — signup or free trial alone is not enough.
- Share with a short note about how you use UpScaleUp.io — context converts better than a bare link.
- The 20% discount is for the friend’s first subscription checkout only.
- Free months attach to your current plan period; keep your subscription active to enjoy them.
- Important Notes on the invite page also cover new-user-only eligibility and paid-plan conversion.