---
title: "Referral Program"
space: "X POS"
url: "https://docs.kodlyft.com/xpos/referral-program"
updated: "2026-05-29"
---

X POS includes a referral system where existing customers can refer new customers, and both parties receive promotional rewards.

---

## Overview

The referral system works through:

- **Referral Codes** — Unique codes assigned to customers
- **POS Offers** — Rewards for both the referrer and the referred customer
- **POS Coupons** — Auto-generated coupons linked to referral codes

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## Referral Code Setup

Each referral code is defined with:


| Field                          | Description                                                          |
| ------------------------------ | -------------------------------------------------------------------- |
| Referral Code                  | Unique code the customer shares (set once, read-only after creation) |
| Customer                       | The referring customer                                               |
| Customer Name / Mobile / Email | Customer details (auto-filled)                                       |
| Company                        | Company scope                                                        |
| Campaign                       | Marketing campaign association                                       |
| Customer Offer                 | Offer given to the **new** customer                                  |
| Primary Offer                  | Offer given to the **referring** customer                            |
| Disabled                       | Disable this referral code                                           |


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## How It Works

### For the Referring Customer (Existing Customer)

1. A Referral Code is created and linked to the customer
2. The customer shares their referral code with friends/family
3. When a new customer uses the code, the primary customer receives their reward

### For the Referred Customer (New Customer)

1. During customer creation at the POS, the cashier enters the **referral code**
2. The system validates the referral code
3. A POS Coupon is auto-generated for the new customer linked to the `Customer Offers`
4. The new customer can redeem this coupon on their first purchase

### Reward Distribution

- **Customer Offer** — The reward (discount, free item, etc.) given to the new customer
- **Primary Offer** — The reward given to the existing customer who made the referral
- Both offers are configured as POS Offers with full flexibility (percentage discount, free product, etc.)

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## Automatic Referral Code Generation

When enabled in your POS Profile:

- Every new customer created at the POS automatically gets a referral code
- The code is stored on the customer record
- The customer can immediately start referring others

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## Customer Fields for Referrals


| Field            | Description                                           |
| ---------------- | ----------------------------------------------------- |
| Referral Code    | The customer's referral code (if they are a referrer) |
| Referral Company | Company scoping for the referral                      |


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## Using Referral Codes at POS

### New Customer Registration

1. Open the Customer Selection Dialog
2. Click **Create New Customer**
3. Fill in the customer details
4. Enter the **Referral Code** in the referral code field
5. Click **Create & Select**
6. The referral is registered, and the appropriate coupon is generated

### Redemption

- The referred customer's coupon appears in their applicable offers
- When `Auto Fetch Coupon Gifts` is enabled, the coupon is auto-applied
- The referring customer's reward coupon is created and available for their next purchase

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## Tips

- Referral programs are powerful for organic customer acquisition
- Set compelling offers for both parties to encourage sharing
- Link referrals to marketing campaigns for tracking effectiveness
- Monitor referral code usage through reporting
- Combine with loyalty programs for a comprehensive customer engagement strategy