Genius Referrals


If you have a question, most likely, you will find the answer below.

General Questions
How does a Genius Referrals free trial work?
The free trial provides you with a full version of the plan you choose for thirty days. You'll find that the trial period does impose a few temporary limits on the app, like the number of advocates that can sign up and the number of referrals that can be captured.
What happens after my free trial?
After your 30-day trial, our app will generate your first invoice and your payment method on file will be charged automatically with the total amount indicated in your invoice. If you have bought additional features during your free trial, the cost of these features will be added to your invoice.
Do I need to enter my credit card info to sign up?
Yes, your credit card is required. However, you will not be charged for the duration of your free trial. Once your 30-day free trial is over, your credit card will be charged automatically. If you cancel before the end of your free trial, there will be no charge to your account.
Do I get support at any time? What is your response time?
Genius Referrals provides support during weekdays and provides support in 3 languages: English, Spanish and Portuguese.The response time depending on what kind of plan you are in (Starter, Silver, Gold, or Platinum). To see the support options for your account, please visit our Plans & Pricing webpage to learn more about what features are included in each plan.
Can I See a Live Demo?
If you want to test out Genius Referrals yourself or see a live demo, please fill out the demo form to schedule a call.
Is Genius Referrals white-label?
Yes, we have a white-label solution available in our Gold Plan, which seamlessly integrates our technology on your website. Our white label solution can be customized to fit your brand while also allowing you to benefit from our many years of experience and optimization in referral programs.
Please contact us to request access to this option.
Account & Billing
Can I change or cancel my subscription plan later?
Sure! You can upgrade, downgrade, or cancel at any time. If you upgrade, you will be billed at a prorated amount for the difference in cost for the remainder of your then-current term. Please note that while you may downgrade or cancel your account at any time, no refunds will be issued for amounts you pre-pay, and changes will be reflected in your next billing cycle.
What happens when I go over my advocate limit?
If you go over your advocate limit, we'll automatically upgrade you to the next plan up at a prorated amount. We'll send you email notifications when you've reached 80%, 90%, and 100% of your advocate limit.

What is an add-on, and how can I incorporate one into my plan?
Add-ons are additional tools you can purchase to customize your plan. Add-ons are available for an additional monthly cost to help you supercharge your referral program. All plans can purchase additional features.
You can also get the additional features during your free trial. The cost of these features will be added to your invoice and charge to your account After your 30-day trial period.
Can I buy additional features (add-ons)?
Yes, our plans are customizable. You can buy extra features as you need them. For example, if you are enrolled in our Starter Plan and want to add a member's approval process, you can buy our "Member's Approval Process" feature without changing your current plan. Various additional features are available to enhance the product and cost extra money.
What's included with my Genius Referrals plan?
Genius Referrals offers four standard plans to choose from Starter, Silver, Gold, and Platinum plan. Please visit our Plans & Pricing webpage to learn more about what features are included in each plan.
What is my advocate limit?
Your Advocate Limit is the number of Advocates your account can have registered across all programs. Each plan has a different limit. Advocates are the users that participate in your referral program. They can share your brand with their friends and family and earn rewards. They are usually your best customers.
Are gift cards and PayPal included in my plan?
Rewards such as gift cards, PayPal, Automated Payout Fulfillment are included with our Gold and Platinum plans. Our Starter customers can buy this feature as an add-on for $45/month.

What is an Advocate?

An Advocate is a member that can share your services/products with their friends and family. These are usually your customers, influencers, affiliates, partners, and employees. The total of advocates on your account contributes to your subscription cost.

What is a Referral?

A Referral is a member that has been referred by one of your advocates. These are hot leads with high value and retention rates.

What is a Lead?

A Lead is a member that has not been referred by an advocate. It has found your referrals landing page organically, and it is interested in your business, which highlights them as potential customers.

What is the difference between an Advocate and a Referral?

An Advocate is usually an existing customer, influencer, affiliate, partner, and/or employee that knows your business. A Referral is a friend or family referred to your company by an advocate.