Can I automate my referral reward process?

Modified on Wed, 26 Oct 2022 at 10:32 AM

What it does for you:

Do you find yourself forgetting to redeem offers?

Are you too busy and feel that they are not as easy to keep track of as you thought?

Why not have the system set up to automatically reward referring clients with no action on your part, as not redeeming offers is detrimental to your referral health. Turning on this option will automatically apply the earned referral credit to your current clients and keep them motivated to refer more because of the earned rewards. You’ll be able to choose what kind of action needs to be taken by a new client to trigger the reward credit to your current client.


  • Save time!
  • Automation
  • Increased Engagement
  • More Referrals

Where can I find this handy option:

First, click on Offers & Referrals in the left-hand menu. 

Next, click on Settings in the top right.

This will bring you to the basic settings page. From this pop up you will notice a toggle for Automatic Offer Redemption.

Click the toggle to turn on Automatic Offer Redemption and then click Save Changes at the bottom.

If you decide to continue with manual redemption turn the toggle off and click on Save changes.

If you select to turn ON Automatic Offer Redemption you will have the following options:

Setting 1: Choose an acceptable reward amount (an amount that is valid for all offers)

Setting 2: Select how you would like the system to determine that a reward to the person who has referred is earned :

a) After referred friend becomes a member (as classified in Mindbody)

b) After the referral visits a set number of times

c) After a specific service or class attended (determined through Mindbody)

The last step is to save changes.


Options "a" and "c" are only valid and shown on businesses integrated with Mindbody Online. If you are using another method to check-in client visits then only option b will be available.

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