Pro documentation

referDot Pro is a business workspace at referdot.com/#your-slug (public) with a private console at /#your-slug/dashboard. You manage clients, generate unique referral codes, look them up in-store, track rewards, and invite your team.

• New here? Step-by-step setup guide (account → verify → workspace → first lookup)
• Marketing & signup: /pro → /pro/start
• Public customer page: /#your-slug · console: /#your-slug/dashboard
• Console: dashboard, clients, lookup, rewards, team, billing, settings

Follow the dedicated walkthrough to create your Pro account and go live at the front desk — with examples for each step.

Open setup guide

Tools like ReferralCandy and PartnerStack are strong for e‑commerce and enterprise partner programs. Pro focuses on local and growing businesses that need unique codes and fast desk lookup — without enterprise PRM pricing.

See the visual comparison on /pro#compare.

Create a workspace with a display name and URL slug. If the slug matches a store in the referDot catalog, it may stay pending admin approval until a platform admin reviews it.

Every Pro seat stays PENDING until the user has both a verified email and a verified phone. Until then you are sent to /pro/verify and cannot use workspace tools. When both are done, the seat becomes ACTIVE.

Clients are your customers/advocates. Each can have a unique referral code. Default format is PHONE (normalized digits) so codes match what people say at the counter. Other formats: RANDOM, NAME_SUFFIX, CUSTOM.

CSV import columns: firstName, lastName, email, phone, referralCode, codeFormat, tags, stage. Export anytime from Clients.

Open Code lookup at the front desk. Enter the code to match a client, then log a note (preset chips like “Redeemed in store” speed this up). Lookups count toward trial usage when limited trials are enabled.

Roles: Owner (billing + org), Admin (most management), Staff (lookup + read). Invite by email; the invitee accepts, then completes identity verification. Seat limits apply per plan.

Team management: Owners can change role, activate, deactivate, or remove admins and staff. Admins can do the same for staff only — not other admins. Deactivate sets a seat to SUSPENDED (no console access). Activate restores access after email + phone are verified.

Create reward rules (percent or fixed), then log conversions when a referred sale happens. Approve conversions and mark them paid when you pay out. Check Fraud review before paying when something looks off.

Post offers on your public profile at /#your-slug. Set each one active, inactive, or archived. Up to six active offers can show on the profile. Publish to deals opens the main deal form with that offer already filled in.

Open /#your-slug/fraud to flag suspicious referral activity. Add a reason and severity (1–10), investigate in Clients or Lookup, then resolve when done. Open flags appear on your dashboard. Owner, Admin, and Staff can all use the queue.

Full guide: Fraud review documentation

Send conversion and client-import events to your HTTPS endpoint. Configure under /#your-slug/settings → Webhooks (Owner or Admin). Verify X-referDot-Signature on your server.

Full guide: Webhooks documentation

Share /#your-slug with customers. Settings control the tagline, brand logo, brand color (color chart or custom hex), and whether the landing is enabled. The accent tints your public page and workspace chrome.

Send thank-you or reminder messages from Follow-ups by email or SMS. Marketing messages honor unsubscribe, and people can reply STOP to opt out of SMS. Automatic notes can also go out on their own: after a new client is added, after their code is looked up, or when that code has been quiet. Follow-ups also has up to 10 templates, including a few starters (thanks for visiting, referral thanks, we miss you, reward ready, come by this week). Edit those, or add your own. Use fills the send box. Automatic notes can fill from the same list. A send can go to people you check, to everyone who has an email or phone, or to one of up to 5 saved groups. The same address is only used once, and 100 people go out at a time.

New workspaces often start on a trial (days and/or action caps set by platform admins). Owners open Billing to subscribe with Stripe when ready. If a trial ends, tools may lock until you subscribe or an admin extends access.