Refer a Colleague

Help a colleague discover Meelio. When you refer someone, they get their first month free, and you earn a reward when they subscribe.

Access from Settings → Referrals to view your code, copy your share link, scan your QR code, and track your referral rewards in real-time.

Dynamic Program Rewards

The page header displays your active, currency-aware referral program reward:

Header Title — Confirms your current earnings tier (e.g., Earn $150 for every practitioner who subscribes).
Header Description — Details the benefits for both you and your referee (e.g., Your referral gets their first month free, and you earn $150 when they subscribe).

Your Referral Code, Link, & QR Code

The referrals page provides three convenient ways to share Meelio with your professional network:

Referral Code — A unique 8-character code (e.g., ABCD-1234). This code is the primary source of truth for referral attribution.
Share Link — A pre-formatted link that automatically embeds your referral code, making it easy to send via email, text, or social channels.
QR Code (Desktop Only) — A scanable QR code representing your referral share link is shown next to your sharing cards. This is perfect for in-person sharing at conferences, clinics, or meetings, allowing colleagues to quickly scan with their mobile devices to sign up immediately.

To share, click Copy code or Copy link, or let your colleague scan the QR code.

How Attribution Works

For you to receive credit for a referral:

Your colleague signs up for a Meelio account.
During onboarding, on the Organization Step (when creating a new organization), they must enter your Referral Code in the optional referral field.
Once they complete onboarding and subsequently transition to a paid subscription, your reward will be processed.

Note: The onboarding referral check is advisory. If they enter an invalid code, they can remove it or try a different one to avoid blocking their setup.

Referral Statistics

At the top of your Referrals page, you can track your program performance:

Signed up — The number of practitioners who registered using your code or link.
Converted — The number of referred practitioners who have successfully subscribed to a paid plan.
Total earned — The total amount of cleared rewards you have earned.
Pending — Rewards that are earned but currently in a short cooldown period.

Note: Earnings and pending amounts are displayed when the referral rewards program is active on your account.

Your Referrals list

The Your referrals table lists each practice you have referred:

Practice — The name of the referred practice (or a default placeholder if not yet named).
Joined — The date they created their Meelio account.
Status — Their current stage (e.g., whether they have signed up, completed their first payment, or are pending cooldown).
Reward — The reward amount credited to you for that referral.

Rewards are released after the referred practice's first payment clears a short cooldown to ensure payment stability.

Managing Payouts

If you have at least one referral and your payouts are configured, a Manage payouts button will appear in the header of the Referrals page.

Clicking Manage payouts will safely open your external partner portal in your system browser, where you can view detailed payment history and configure your payout preferences.